- Maintain a network of key contacts to enhance the credit union's image.
- Represent Prospera credit union in the local community.
- Review portfolios, ensure customers have appropriate products, and provide financial advice.
- Negotiate banking arrangements and assess loan applications.
- Identify and address potential issues to minimize risks.
- Coach and educate business customers to support their success.
- Visit customers to observe operations, develop opportunities, and ensure loan security.
- 3 years of retail lending experience or 2 years in small business management/lending.
- Post-secondary education in Commerce, Business Administration, or related field.
- Demonstrated success in business development and client management.
- Strong organizational, tech-savvy, and deadline-oriented skills.
- Proven track record of meeting goals and generating revenue.
- Excellent communication and presentation abilities.
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Local Business Relationship Manager - Vernon, Canada - Prospera Credit Union
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Description
Join Our Team at TEAM LOCAL!
At Prospera Credit Union, we have been serving local communities for nearly 80 years. We are a community-based organization dedicated to offering a wide range of financial products and services. As one of the largest credit unions in British Columbia, with around $9.3 billion in assets and 120,000 members, we take pride in contributing to vibrant, healthy communities, supporting local businesses, and empowering individuals financially.
We are currently seeking a Local Business Relationship Manager in the Vernon area to help us grow and maintain a portfolio of high-value micro-businesses and their owners. In this role, you will be responsible for attracting, building, and retaining relationships with business customers in Vernon, providing them with comprehensive financial advice and solutions tailored to meet their business and personal banking needs.
What You'll Do:
What You Bring:
Why You Should Join Us:
Inclusive, Supportive Workplace: We value diversity, inclusion, and accessibility.
Training and Development: We invest in your success with continuous support and resources.
Career Growth Opportunities: We are committed to helping you advance and succeed.
Fun and Supportive Culture: Enjoy a rewarding and fun work environment with a caring team.
Competitive Compensation: We offer a competitive salary, benefits, and pension plan.
Community Engagement: We actively participate in community initiatives.
Diversity, Equity, and Inclusion: We are dedicated to creating a culture where everyone feels valued and included.
If you are looking for a fulfilling role in beautiful Vernon, don't hesitate to apply today!