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Description

Branch Business/Agr Advisor | Macklin, SK

Do you have a passion for helping agriculture and business clients in our communities succeed? This is your opportunity to partner with some of our most diverse and dynamic members, delivering forward-thinking, personalized advice and tailored financial solutions to meet their goals.  

As a Branch Business/Ag Advisor, your focus is on Synergy business and agriculture clients (member). Your portfolio consists of members with more complex needs who require innovative and creative lending and deposit solutions to support their operations. In this position, you will get to know the agriculture and commercial markets, cultivate strong relationships, and generate growth by acquiring new members to Synergy.

Are you ambitious, influential, and organized?
Do you have broad lending experience with a desire to focus in business & agriculture?

You are responsible for:
Meeting with members to understand their business goals and advise on lending and other financial solutions,
Identifying opportunities to successfully meet member needs, planting seeds for future products and services, and following up in a timely manner,
Promoting retail products such as loans, mortgages, investments, mutual funds, credit cards, and account packages,
Granting credit and managing a portfolio of members,
Engaging in marketing and outreach activities to deepen existing relationships and proactively seek out new business opportunities and new members to grow the business,
Collaborating with internal teams to deliver strong results for clients.