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Business Relationship Advisor
Location
Canada
Posted
99 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Business Relationship Advisor
Crossroads Credit Union
Role Description You’ll manage a complex portfolio of business and agricultural members, acting as a trusted advisor who understands their goals, anticipates their needs, and helps them navigate decisions with clarity and confidence. - Build real, lasting connections with business and agricultural members based on trust, care, and real conversations. - Lead meaningful, advice-based conversations that reduce complexity and support confident decision-making. - Own the performance, health, and growth of your portfolio — balancing member value, profitability, and risk. - Proactively recommend solutions aligned to member goals, including lending, deposits, and other financial services. - Stay curious and informed about industry, economic, and market trends to better serve members. - Collaborate across teams to deliver seamless, relationship-driven experiences. - Represent Crossroads in the community, living our cooperative values every day. - This role offers flexibility to work remotely across Crossroads Country, meeting members where and how they need us most. Qualifications - 7–10 years of progressive experience in business banking or relationship-based financial services. - Post-secondary education in agriculture, finance, accounting, commerce, business administration, or equivalent experience. - Strong relationship management, financial acumen, and community connection. Requirements - Experience managing a diverse portfolio in a business banking environment. - Ability to work collaboratively with peers and colleagues throughout the delivery system. - Participation in community activities or events, promoting Crossroads Credit Union and demonstrating company values. Benefits - Competitive salary. - Medical/dental/vision plan. - One of the best matching pension plans. - Vacation that increases beyond legislated requirements. - Wellness program. - Work / Life Balance. - Flex Time. - Sick Leave – Duty of Care. - Volunteer Time. - Training & development. - Education Day / Paid Education. - Credit unions perks / free accounts. - Service awards and recognition. - Crossroads Clothing. - Annual bonus based on your results.
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