Job Order Detail

Description

The Small Business Advisor will be responsible for providing specialized knowledge and managing the full extent of the relationship between Innovation and our small and medium business members. This position will assess member financial needs, provide personalized loan solutions, and guide small and medium business members toward achieving their business goals.

What will you do?
- Foster strong relationships with small and medium size business and agricultural members, providing ongoing financial guidance and support.
- Evaluate small and medium size business and agricultural members financial health and understand their unique business models, challenges, and growth potential.
- Handle all conditionally approved files and communicate financing decisions to loan applicants.
- Provide and cross-sell high quality financial products and services through proactive contact with the intent of increasing member wallet share.
- Solicit new members to join and foster business development through service excellence and product knowledge.
- Conduct regular review of accounts within assigned portfolio.

Some things that would impress us:
- Completion of some post-secondary education (such as finance, business, management, agribusiness, or a related field) and/or completion of related specialized lending courses.
- 4+ years of relevant experience in relationship banking with knowledge and experience in small business lending, credit analysis, and loan underwriting.
- Embracing a growth mindset and exhibiting an unwavering drive for success.
- Proven business development, attention to detail, sales, and service skills.
- Being highly organized, with well-developed time management abilities and digital capabilities.
- Strong communication skills with the ability to relate well to members and co-workers.
- Demonstrated commitment to continuous learning and development.