Payments & Cash Management Advisor

First West Credit Union

  • Victoria, BC
  • Permanent
  • Temps-plein
  • Il y a 8 jours
Job Category: Commercial BankingJob Description:We are currently seeking a Payments & Cash Management Advisor to join our team.The Payment and Cash Management Advisor provides support to all commercial hubs for commercial/business accounts (primarily non-borrowing accounts) that require complex payments and cash management support. The PCM Advisor is an integral part of the commercial banking deal team and structures tailored banking proposals in conjunction with key stakeholders and partners with commercial and retail business lines. Identifies and follow up on business development opportunities and supports the growth of products for business delivered by all FW lines of business and our external product partners.Here's what would be included as a part of your typical day * Business Development: Proactively develops and expands existing relationships, centres of influence and member relationships for commercial and retail opportunities. Integral to the commercial/business banking deal team completing detailed analysis of needs and presents findings in conjunction with deal team, looking to deepen the share of wallet in both commercial and retail areas. Solution minded presentations to enhance the trusted advisory position of First West commercial/business team.
  • Sales and Service Strategy: Develops and achieves on annual basis, budget and marketing plans for the FW commercial portfolio. Provides support to the commercial team and the retail banking network on payments and cash management services (FX, EFT, ADP, Merchant Services), deposit knowledge and any other banking services. Markets one's self as trusted advisor by Identifying opportunities to deepen the share of the wallet through wealth and deposits.
  • Risk Management: Works closely with treasury to determine appropriate rates and service pricing models. Gathers information from specific product specialists to determine products and services that would be appropriate to include in a proposal.
Required Skills, Experience & Qualifications
  • Bachelor's Degree in Business or equivalent combination of education and experience required
  • 4 years in a business banking sales role or equivalent experience required
  • Proven skills in business development, sales and relationship building; recognized as a top performer in field
  • Ability to quickly establish and sustain credibility with business owners and managers as a financial service provider
  • Skills and experience in investment and lending products and services
  • Demonstrated effective speaking /listening and written communication skills, as well as effective presentation skills
  • Proficiency in Microsoft Office Applications, specifically MS Excel and Word.
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
About Us:What's in it for you:First, we strive to make our team members feel genuinely rewarded. You'll have:
  • Mental health coverage and resources
  • Customizable health benefits, as well as topped-up parental leave
  • Performance-based compensation, employee banking advantages and group RRSP matching
  • Vacation time and flexible work arrangements to support your lifestyle
We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual's skills and experience, and may correlate with performance in the role.We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we're powered by giving back-in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.By joining our team, you'll be able to elevate your potential. Wherever your own purpose leads, we're here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.Take the next step in your career as part of our team. Apply for this opportunity!Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.Diversity, Equity, Inclusion & BelongingAt First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it's preparing materials in an alternate format, booking an accessible meeting room or other arrangement.Your individuality is welcome here.About UsWe're a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on First West Credit Union.Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

First West Credit Union