Business Development Manager, Mountain View Financial
Chinook Financial
Alberta, Canada
1d ago

Description

If you're passionate about your community, adore making an impact, thrive in a fast-paced environment and want to make a difference, then we're looking for you! When you join our team, you’re joining an organization with deep roots, big ideas, and a commitment to doing what’s right.

We work as one connected team, and value thinking big, acting local, taking charge, and making things easy. We look for people who :

  • Share our values
  • Enjoy having honest conversations, about real things, as real people
  • Believe that creating great experiences is totally within their control
  • Build positive relationships and an understanding of what people’s needs are
  • See solutions and possibilities (not problems!)
  • Are simply outstanding at what they do
  • Key Accountabilities :

  • In collaboration with the VP, Business Banking, develops, monitors and adjusts annual sales plan based on assessment of the opportunities to accelerate growth / expansion.
  • Generates new commercial and agriculture business and referrals by seeking out opportunities through research, networking in the community and developing relationships.
  • Conducts interviews with members and pre-members; through effective analysis identifies lending needs and cross sells relevant credit union products (including insurance services).
  • Submits loan applications and related documents within approved lending guidelines, and works with Credit Services and / or Centralized Operations for review and approval.
  • Ensures profitability of loan through application of service charges, loan rates and overdue interest.
  • Partners with appropriate sales teams including retail, automotive finance, wealth management and others to provide / solicit referrals as appropriate.
  • Provides business financial counseling and information to members on loan services and deposit products offered through the credit union;
  • understands and uses knowledge of member’s financial condition to effectively position the value of products and services.

  • Grows and retains existing accounts by presenting new solutions and services to members to enhance existing relationships.
  • Achieves and / or exceeds individual / divisional targets for sales and referrals as mutually agreed upon in the annual performance cycle.
  • Follows up on delinquent accounts as directed by Collections using established collections policies, documents contacts and outcomes.
  • Builds collaborative working relationships with marketing staff and other managers to increase sales opportunities and maximise revenue for the credit union.
  • Reviews Risk Management policies and procedures on an annual basis.
  • This position will initially be based out of Olds, transferring to Red Deer once we have a physical location.
  • 6 8 years of experience in commercial banking.
  • Completed a relevant certificate, diploma, degree or designation program.
  • An equivalent combination of education and experience may also be considered.
  • Prior experience in managing a sales territory is an asset with a proven sales track record.
  • Skills and Competencies :

  • Strong computer skills in Microsoft Office applications and willingness to learn other programs.
  • Excellent communication and negotiation skills.
  • Excellent organizational and multi-tasking skills.
  • Superior critical thinking and problem solving and leadership skills.
  • In depth knowledge of the local market conditions, including commercial and Ag trends
  • Excellent understanding of competitors products and services.
  • Excellent business development skills.
  • Apply
    Add to favourites
    Remove from favourites
    Apply
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Continue
    Application form