Synergy HR Consulting is a Human Resource Management and Recruitment firm – providing a broad range of HR & Recruitment services to a variety of businesses in all industries in Canada. We work collaboratively with our clients to ensure we understand their core business, building teams that are engaged, empowered and accountable. Our meaningful, long-term relationships with our clients make us an industry leader in providing exceptional HR and Recruitment support.
Our client, 1st Choice Savings, is a full-service financial institution and cooperative serving approximately 19,000 members across a network of 5 branch locations in Southern Alberta. With assets under administration exceeding $1 billion, 1st Choice Savings is a financially strong Credit Union with promising potential for growth. The organization follows a corporate purpose and guiding principles where the goal is to put the members' financial well-being first, above all else.
Position – Small Business Advisor
The successful candidate will build and manage relationships with small business members by providing trusted financial advice, tailored banking solutions, and support throughout the business lifecycle.
Key Responsibilities:
- Build strong relationships with small business members by understanding their business goals and providing trusted financial advice.
- Grow and manage a portfolio of business members through referrals, networking, community involvement, and proactive relationship building.
- Assess and recommend lending solutions by reviewing credit applications, financial statements, cash flow, and business plans.
- Provide tailored business banking solutions, including lending, deposits, cash management, treasury services, and digital banking support.
- Partner with internal teams to deliver comprehensive financial solutions that support member growth and long-term success.
- Ensure all lending and portfolio activities comply with regulatory requirements, credit union policies, and risk management standards.
Qualifications and Experience:
- Post-secondary education in Business, Finance, Accounting, or a related field.
- 3–5 years of experience in small business banking or financial services.
- Strong understanding of small business financial statements and credit adjudication.
- Excellent relationship management and communication skills.
- Experience working in a credit union or cooperative financial institution.
- Small business or commercial lending certification.
We thank all candidates for their interest; however, only those candidates selected to be interviewed will be contacted..
Benefits:
- Dental care
- Extended health care
- Life insurance
- Vision care
Experience:
- small business banking or financial services : 3 years (preferred)
Licence/Certification:
- small business or commercial lending certification (preferred)
Work Location: In person
