Meridian Credit Union Ltd
Meridian Senior Small Business Advisor
Job Description
Join Meridian as a Senior Small Business Advisor and make a real difference in your community. Focus on building Member relationships and delivering customized banking solutions to small businesses.
In this hybrid role, you will manage an existing portfolio while developing new relationships throughout the Greater Toronto area. Utilizing your expertise, you'll analyze Members' financial conditions, conduct credit assessments, and offer strategic solutions to enhance their business success. Networking with local leaders will be key to driving referrals.
Key Responsibilities:
• Provide advisory services for Small Business accounts
• Analyze financial situations and provide tailored solutions
• Manage portfolio risk through credit assessments
• Identify and address Member needs for additional services
• Engage in community initiatives to promote Meridian
Requirements:
• 3-5 years of relevant financial service exper...
In this hybrid role, you will manage an existing portfolio while developing new relationships throughout the Greater Toronto area. Utilizing your expertise, you'll analyze Members' financial conditions, conduct credit assessments, and offer strategic solutions to enhance their business success. Networking with local leaders will be key to driving referrals.
Key Responsibilities:
• Provide advisory services for Small Business accounts
• Analyze financial situations and provide tailored solutions
• Manage portfolio risk through credit assessments
• Identify and address Member needs for additional services
• Engage in community initiatives to promote Meridian
Requirements:
• 3-5 years of relevant financial service exper...