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Small Business Advisor

Job in Pensacola, Escambia County, Florida, 32573, USA
Listing for: Gulf Winds Credit Union
Full Time position
Listed on 2026-09-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

Service Beyond Banking - At Gulf Winds, we are forward-thinking and team-oriented. We recognize and reward service that exceeds our members' expectations and, most importantly, have fun while working hard and impacting our community. We're looking for driven professionals who are passionate about service, fueled by purpose, and guided by core values of Integrity, Care, Growth, and Innovation

Our Values Integrity

We own our decisions and actions by doing the right thing, learning from our mistakes, and taking responsibility.

Care

We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else.

Growth

We set ambitious goals, provide personal development opportunities, and encourage results.

We challenge the status quo to enhance the member's experience and solve tomorrow’s challenges today.

We Invest in Our People

We offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance.

  • 11.5 paid federal holidays
  • PTO starting at 18 days for new hires
  • 16 hours of paid volunteer time
  • competitively priced medical insurance
  • dental and vision coverage with 100% of individual premiums paid by Gulf Winds
  • employer-paid life insurance
  • short-term disability coverage
  • 401(k) with company match
  • employer-funded pension plan
  • flexible spending accounts
  • tuition reimbursement
  • wellness programs
Working at Gulf Winds

Working at Gulf Winds is not just a job, it is a career. We're hiring collaborative, motivated people who want to love what they do. We are forward-thinking and team oriented. We recognize and reward excellent member service and have fun while working hard. When you join the team, you can expect:

  • Open and transparent communication with your leaders
  • Consistent coaching and opportunities to improve performance.
  • Collaborative and team-focused environments
  • Short and long-term professional development
  • Opportunity to participate in cross-functional projects.

With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast.

Role:

The Small Business Advisor supports the Commercial Department by tracking member-business development activities, preparing reports, managing schedules, and assisting with operational improvements. This role is crucial for optimizing workflows and enhancing team communication. Key responsibilities involve both administrative and member-facing tasks to ensure efficient lending operations. This position is responsible for proactively growing and deepening relationships with both existing and new small business members.

This position will deepen the member relationship by presenting product and service solutions that meet the members' needs and financial goals. These products and services include deposits, treasury and credit solutions. As well as referring related products and services. In addition, the position will reach out into the community by visiting businesses, making outbound calls to members and may conduct educational seminars in the community.

Candidates must handle multiple priorities, maintain confidentiality, and adapt to changing demands while demonstrating strong emotional intelligence and effective teamwork. Will collaborate closely with the VP of Commercial to align with strategic goals and implement a plan to rapidly grow the size of our commercial portfolio.

Essential Functions & Responsibilities:
  • 20% Provides administrative support to the Commercial Loan Department throughout the processing and closing of loans.
  • 20% Follows the sales management process ensuring a regular calling program to members and prospects is in place in order to generate high quality new deposits and loan business from existing members and prospects.
  • 20%…
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