affinity
affinity13d ago
New

Business Advisory Specialist

mid
OtherBusiness
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Quick Summary

Key Responsibilities

Support Business Advisors in growing and maintaining member relationships through a collaborative, team-based approach Assist with commercial lending and financing activities,

Technical Tools
OtherBusiness
We're looking for a Business Advisory Specialist who enjoys supporting business and agricultural members. If you're detail-oriented, thrive in a collaborative environment, and have experience supporting lending and business banking activities, this is an opportunity to make a meaningful impact helping local businesses and producers succeed. What you’ll do: Support Business Advisors in growing and maintaining member relationships through a collaborative, team-based approach Assist with commercial lending and financing activities, including initiating loan applications, preparing documentation, processing loan payouts, and coordinating fund disbursements Review member files and documentation to ensure information is complete, accurate, and properly maintained. Resolve complex member inquiries and proactively identify solutions that improve the member experience. Identify opportunities to deepen relationships through referrals and collaboration with internal partners. What you’ll get: A competitive salary plus bonuses for your hard work A total rewards package including health and dental benefits, pension and health spending account Vacation time, personal days off and a paid volunteer day to help you maintain a healthy life/work balance Meaningful work that helps business and agricultural members achieve their goals and strengthen our communities.   What you’ve got: Post-secondary diploma or degree in a related field, plus 2 years of related experience or an equivalent combination of education and experience Experience in making expert product and service recommendations, including to businesses, as well as providing quality member centric referrals to other financial solutions experts Experience with using a broad range of digital channels and devices (i.e. online services, mobile applications, smartphones, tablets, etc.) Industry leading sales ability in growing a book, achieving targets, making referrals, and building a pipeline using a member centric approach

Location & Eligibility

Where is the job
Location terms not specified

Listing Details

Posted
August 7, 2026
First seen
August 7, 2026
Last seen
August 20, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
49%
Scored at
August 7, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
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affinityBusiness Advisory Specialist