New Community Credit Union in conjunction with Synergy Credit Union is seeking a full-time, permanent, Senior Advisor.
Do you have a mind for business / agribusiness and a passion for finding solutions that help business owners realize their vision? Are you a relationship builder? Going above and beyond customer expectations comes naturally to you!
As part of a cohesive team of passionate and skilled professionals, the Senior Advisor, Business & Ag is responsible for the management and growth of an assigned portfolio of primarily commercial banking customers (members), with potential to expand ag banking customers. You uncover and understand member needs by asking the right questions and analyzing information to connect members with the current and future financing they need to achieve success. You consistently deliver exceptional high-quality service and advice in your areas of expertise and are integral in proactively pursuing and attracting new business.
If building long-term relationships, problem solving, and advising members interest you…this dynamic lending career is what you’re looking for!
A typical day may look like:
- Engaging with business and agribusiness members and potential members to understand their business goals and advise on lending & other financial needs.
- Analyzing financial information, issuing loans and reviewing accounts within your portfolio to ensure terms and conditions continue to be met.
- Promoting our credit union within the community in a variety of ways including support for business development activities, volunteerism, phone calls, emails, and participation in campaigns.
- Mentoring and supporting team members for success.
You will be successful in this role if you:
- Are an effective and adaptable communicator. Your people skills come through in the ease with which you connect with members in person, by phone or electronically. You believe in Synergy’s products and services and promote them effortlessly.
- Enjoy growing relationships through conversations with members, understanding their business objectives, then balancing those objectives within the framework in which we work (i.e. legislative requirements, policy, and procedure).
- Have strong time management and organizational skills with the ability to adapt and flex with changing climates.
- Demonstrate the abilities to work well independently and in a team.
- Are a hungry learner. You stay ahead of trend when it comes to financial products and services, and technology. You are adaptable! You seek to bring our members the best the industry has to offer.
- Are passionate…..for your career, your members, our Credit Union, and our community.
We encourage you to apply as an equivalent combination of education or experience is also considered. Applicants with different levels of education and experience may be considered for developmental roles within our Credit Union.
Qualifications:
- Related post-secondary education (e.g. Business Diploma) and 5 years of commercial lending experience are required. Equivalencies may be considered.
- Must have work experience / education in the area(s) of business &/or agricultural lending with an understanding of lending requirements, rules and regulations.
- A solid working knowledge of MS Office Suite and Microsoft Teams or other virtual meeting tools. Preference for applicants with customer management software experience.
- Credit Union experience is considered an asset
What you should know:
This is a unique opportunity to join New Community Credit Union team as they transition to becoming a Synergy Credit Union team. We are on an amalgamation journey, and you will have the opportunity to contribute to a successful change effort. This will be an exciting time to join a team. Learning is guaranteed! You will learn the role as it supports the members today and then keep learning as systems and processes evolve to unify the teams.
What do we offer?
We were named one of Saskatchewan’s Top Employer for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.
We offer:
- Preferred rates on our products and services
- Benefits and Pension
- Competitive salary
- Investment in your professional development
- Community involvement
If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca. Please quote competition #226301 in the Subject Line. This position will be posted until a suitable candidate is hired.
More details:
- Hours: 37.5 hours weekly. Permanent full-time
- Hours: Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Flexibility to work outside various hours is required for travel, events, and member meetings.
A little more about us:
At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 25,000 members and have reached over $2.16 billion in assets.
We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.
New Community & Synergy aspire to have a workforce that is representative of the diversity of our country and encourages applications from everyone.
Find out more about us! https://www.youtube.com/user/SynergyCreditUnion
www.synergycu.ca