Elevate your career as a Small Business Advisor with CUA, helping local enterprises thrive in Nova Scotia. Drive commercial success through personalized service and expert financial guidance.
As a Small Business Advisor at CUA, you will report to the Manager of Commercial Services, focusing on achieving sales results and delivering exceptional service to existing and prospective clients. This role requires a keen ability to analyze financial statements and develop tailored solutions to enhance the financial health of small businesses. Your interpersonal skills and accuracy will be essential in cultivating relationships and guiding clients toward their financial goals.
Key Responsibilities:
- Identify and pursue sales opportunities in Commercial Services
- Deliver outstanding service to clients and members
- Analyze financial data and prepare loan packages
- Facilitate negotiation of loan structures
- Monitor commercial account activities and overdrafts
Requirements:
- Degree or diploma in a relevant field
- 1-3 years of experience in lending
- Strong sales skills with proven success
- Proficient in Microsoft Office Suite
- Excellent communication and analytical abilities
Become a crucial part of CUA's commitment to improving financial health for businesses across Nova Scotia.
CUA Small Business Advisor Role in Halifax employer: CUA
CUA is an exceptional employer that prioritizes the growth and well-being of its employees while fostering a collaborative and inclusive work culture. With a commitment to providing flexible work arrangements and competitive benefits, CUA empowers Small Business Advisors to make a meaningful impact on the financial health of individuals and businesses across Nova Scotia. Join a team of dedicated professionals who are passionate about delivering personalized service and innovative banking solutions in a supportive environment that values diversity and inclusion.
