Small Business Advisor – Payments and Cash management

Servus Credit Union

Did you know that Servus Credit Union is Alberta’s largest credit union and is ranked 1 in Canada on Forbes’ World’s Best Banks list for 2022. We’re embarking on a journey toward a bold new future for Servus Credit Union and in order to be the best, we need the best people doing their best work. Gone are the days of status quo as we build out a passionate and innovative workforce who can take Servus to the next level – if this sounds like you, then we’d love to chat Join Our Team Servus is growing We are looking for a Small Business Advisor / Associate Small Business Advisor in Payments and Cash management to join our Business Banking team in Red Deer Region. The position will be filled based on the combination of education, experience and job fit.

Posting closes: April 9, 2023 This is a sales and advisory role accountable for delivering superior personalized service and achieving individual performance objectives through Cash Management, Member acquisition, deposit gathering and growing the wallet share of our members. In this role – your goal is to understand member needs and present solutions that assist them in meeting their financial fitness goals while deepening and expanding the business relationship. You will primarily work with existing and new micro, and small business members across all channels by providing expert advice, building trust and delivering customized solutions over the phone, digitally and face to face. Working closely with retail branches and business banking, you will implement a proactive approach to sales and business development by cultivating a strong working relationship with existing and potential members More specifically, the scope of your responsibilities will include, but are not limited to: Establish a network of referral sources including associations, accountants, lawyers and trade associations with a focus on business expansion with existing members and new business acquisitions Manage incoming referrals in a timely manner and identify opportunities to be referred to internal and external partners Develop and maintain an effective business development plan and community involvement strategy; maintain tracking of all business activity and provide timely status updates Communicate product and service information, address objections and ensure profitability of membership through assessment of interest rates and service charges Ensure member complaints are handled in accordance with our service standards, escalating issues when necessary Provide guidance and support to Servus employees in all specialized services as a subject matter expert A minimum of 2- 5 years of financial institution experience Basic understanding of Commercial Credit Analysis Ability to review and understand financial statements is preferred Familiarity with cash management/business banking services A strong knowledge of the banking system, particularly business demands, investments, products and audit processes University Degree or equivalent combination of experience and education The Associate role is developmental in nature and as such the expectation is to continue to gain knowledge through training and coaching.

Weekend /shift work, travel may be required. By creating a healthy and inclusive work environment and providing employees with the tools and supports they need, we help our employees achieve their potential. Servus is committed to providing a great place to work, and we invest in our employees by ensuring they have: A supportive and engaging working environment Benefits that lead the field A total rewards strategy that includes recognition for a job well done Learning options that support lifelong learning and career-building opportunities Opportunities and support for volunteering in local communities and abroad Support for employee fundraising through our annual corporate fundraising events and through several less formal initiatives led by our employees Here are some of the benefits that our employees love: Variable Pay incentive program Financial product benefits available immediately Group retirement program available after only 3 months Employee financial services team available to help you reach your financial goals Disability programs Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage Flexible spending account to purchase additional health or personal wellness items Wellness initiatives Employee and family assistance plan Generous paid vacation and vacation purchase program Reward programs Incentive pay program Recognition for years of service As Servus, our employees are also members. This means you’ll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we provide … with a few additional perks Imagine working for an organization that values diversity and inclusivity, and where everyone collaborates for your success.

If you want to join a team of community leaders passionate about making an impact, apply now Next Steps If shortlisted, you’ll hear from us after the posting closes. Should you require an accommodation during the application and selection process, send us a quick email at careersservus. ca with the position and location you’re interested in. Thanks for applying with Servus Credit Union; we look forward to learning about you and your experience


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