Job Posting Details

Business Banking Advisor, Beaumont Credit Union

Location:Beaumont, Alberta
Posting Date:February 12, 2018
Closing Date:until filled
Web Site:www.beaumontcu.com
Employment Type:Full-time

An exciting opportunity exists, for an experienced Business Banking Advisor to join Beaumont Credit Union Located in Beaumont, Alberta (10 minutes south of the City of Edmonton).  Beaumont Credit Union is a full-service open bond Credit Union serving Beaumont and surrounding area residents - Assets $221 million, loans $179 million, deposits $200 million, staff of 33.

At Beaumont Credit Union our culture is based on the foundation of Service Leadership. Our approach is to deliver excellent experiences to employees, to ensure our employees engage our members, based on their goals and interaction preferences with the end goal of increased member satisfaction, loyalty and advocacy.  As our Business Banking Advisor, you will have the opportunity to enhance and grow Business relationships within our community.

Technical Know How

  • Advice

Driven by a keen understanding of how to advise Business Members achieve their business and personal goals.

  • Sales

Disciplined pro-active approach to member engagement to increase market share.

  • Cash Management Services

Working with Business Members to make their day to day cash managenment requirements easier.

  • Credit Services

Maximize the members financial health by recommending and advising on the best credit solution to meet their needs;

  • Portfolio Management

Achieve or exceed annual portfolio targets by networking with existing members, referrals and potential members;

Establish, develop and maintain regular member contact by providing valuable timely and pro-active advice and recommendations;

Provide individualized financial counselling, such as debt consolidation, and information to members on loan services and deposit products offered.  Use financial knowledge to effectively position products and services;


MUST HAVE
skills and abilities

  • Four to six years of job-related/industry experience

  • Work experience reflecting advisory roles

  • Comfort and ability to work with a high level of detail/accuracy

  • Proficient use of Microsoft Office Suite (Word, Excel, Outlook)

  • A combination of post-secondary education and work experience will be considered

Interested candidates please provide a cover letter, salary expectations and resume to:

Cindy Bennett, VP, People and Operations
Beaumont Credit Union

Beaumont Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: This position will remain vacant until a suitable candidate is identified.