Senior Business Advisor

Job Summary

A Senior Business Advisor (BA) at MACU is expected to have a high level of business acumen. A BA should be considered an industry expert regarding the banking needs of small to medium sized businesses and act as an advisor accordingly. A BA will be expected to grow revenue through various methods while managing a specific allocated budget for their business development needs.

This position will be under the Business Services department and report to a Business Services Sales Manager.

Location:

Centerville Marketplace Dr Branch: 298 Market Place Drive Centerville, UT 84014

Schedule:

Full Time

Own the Relationship. Lead the Strategy. Drive Business Growth. Mountain America Credit Union is seeking a Senior Business Advisor who brings both relationship depth and strategic expertise to our business banking team. This is not a transactional role—you’ll operate as a trusted advisor and strategic partner, helping businesses grow through tailored banking and treasury management solutions.

• Own and lead the full sales lifecycle, including complex and high-value opportunities
• Manage and grow a large, diverse portfolio of business relationships
• Serve as a senior advisor on business banking and treasury management strategies
• Identify and execute on relationship expansion opportunities across existing clients
• Navigate complex client needs and customized solutions with a high level of autonomy
• Conduct strategic business reviews and deliver insights that strengthen partnerships
• Partner cross-functionally to influence outcomes and enhance member experience
• Represent and model MACU’s values and relationship-first culture

• 3+ years of B2B relationship management or business banking experience (senior-level candidates bring deeper portfolio ownership and complexity)
• Strong banking and financial services acumen, especially with business clients
• Proven ability to manage complex relationships and sales cycles independently
• Advanced communication and presentation skills with executive-level stakeholders
• Strategic, self-directed mindset with the ability to prioritize and execute
• Experience with fintech tools, Microsoft Office, and virtual client engagement

• Make a meaningful impact on local and regional businesses
• Work in a relationship-driven, people-first culture
• Collaborate with a high-performing, supportive team
• Grow your career within a top-performing credit union

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 30 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment Moderate noise (business office with computers and printers, light traffic)

This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.

Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.