Financial Advisor Small Businesses

Position: Financial Advisor for Small Businesses
Drive financial success as a Small Business Advisor with Innovation Federal Credit Union. Provide expert financial advice and foster lasting relationships with local businesses and agriculture members.

In this role at Innovation FCU, you will be responsible for offering tailored financial guidance to small and medium-sized businesses. With over four years of experience in lending and banking, you will manage portfolios, analyze loan applications, and promote innovative digital solutions. Collaborate with a dedicated team to meet member needs efficiently.

Key Responsibilities:

• Cultivate relationships with business and agriculture members

• Manage portfolios through comprehensive financial guidance

• Conduct loan application analysis for creditworthiness

• Promote and cross-sell financial products actively

• Utilize digital solutions to enhance member banking experience

Requirements:

• 4+ years in relationship banking and lending

• Relevant education in finance or business management

• Attention to detail and strong sales skills

• Proficient in using Microsoft 365 tools

• Willingness to travel regionally up to 200 km

Empower local businesses with strategic financial insights at Innovation Federal Credit Union.
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