Senior Business Advisor - Greater Salt Lake or Summit County

Mountain America Credit Union•Sandy, UT

8d•Hybrid

About The Position

A Senior Business Advisor (BA) at MACU is expected to have a high level of business acumen. A BA should be considered an industry expert regarding the banking needs of small to medium sized businesses and act as an advisor accordingly. A BA will be expected to grow revenue through various methods while managing a specific allocated budget for their business development needs. This position will be under the Business Services department and report to a Business Services Sales Manager.

Requirements

3+ years of professional experience of business-to-business relationship management.
Banking acumen experience
Strong presentation skills
Bachelor’s degree in business, marketing, finance, or related field preferred.
OR 5+ years combined with experience in a sales or relationship management.
Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, Excel.
Experience with fin-tech software preferred
Ability to demo MACU products and services both virtually and in person.
Strong ability to perform daily job tasks using video calling software. (Zoom, Teams, etc)
Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations
Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.
Ability to work both autonomously and collaboratively in a fast-paced environment.
Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines
Adaptive to change, responds positively to altered circumstances or conditions
Possess a desire and willingness to learn and continually update knowledge base on financial concepts, strategies, systems etc.
Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.
Excellent inter-personal skills including the ability to lead and collaborate with ad-hoc teams
Data analytics and data validation skills and proficiency in business data analysis (MS Excel, etc.)
Ability to sit, talk and hear consistently
Ability to stand, walk, and use hands to handle or reach occasionally
Close vision (clear vision at 20 inches or less)
Distance vision (clear vision at 20 feet or more)
Ability to lift up to 30 pounds occasionally

Responsibilities

Navigate through basic and complex sales cycles of new and existing opportunities.
Act of a key advisor regarding the banking needs and treasury management needs.
Prospect for new qualified businesses within their market.
Be resourceful and strategic on more complex setups.
Manage existing relationships to ensure proper servicing of accounts and expansion.
Must have strong written and verbal communication skills.
Completion of high-quality applications in a timely and professional manner.
Displays collaborative behavior with internal and external partners that results in new business opportunities and an overall better member experience.
Able to successfully perform Business Reviews with business members using relationship skills centered around AAA, while offering product solutions accordingly.
Conveys strong Value Proposition to branch teams and partners.
Represents MACU core values