Senior Small Business Advisor

Position: Senior Small Business Advisor at Meridian
Elevate your career as a Senior Small Business Advisor with Meridian in a hybrid model. You will provide exceptional service and tailored financial insights to small business owners.

In this pivotal role, you will manage a diverse portfolio while building strong relationships with Meridian Credit Union Members. Your expertise will drive business development through networking and financial analysis, ensuring Members receive personalized solutions. The position requires active engagement in the community and a proactive approach to understanding client needs.

Key Responsibilities:

• Manage Member accounts and offer tailored financial advice

• Analyze financial conditions to provide relevant solutions

• Conduct credit reviews and manage portfolio risk

• Identify opportunities to enhance Member relationships

• Cross-sell Meridian’s products and services

Requirements:

• 3-5 years in financial services with credit training

• Strong knowledge of small business products and services

• Excellent financial analysis and credit skills

• Proven networking abilities and relationship management

• Adaptability to new digital tools for improved efficiency

Leverage your financial acumen and community connections to drive success at Meridian.
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