Job Details

Senior Business Advisor - Greater Boise area

Pay Competitive

Employment type: Full-Time

Job Description

• Req#: R13508

Please reference the schedule and minimum qualifications listed below before applying.

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-###-#### option 1 or email ...@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.

Job Summary

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. In addition, the BA is expected to manage the existing portfolio and deepen existing member relationships. A BA acts as the SME and ambassador for MACU as it relates to business banking. This position will be under the Business Services department and report to a Business Services Sales Manager.

Job Responsibilities

• Navigate through basic and complex sales cycles of new and existing opportunities.
• Act as a key advisor regarding the banking 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.
• Complete high-quality applications in a timely and professional manner.
• Display 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.
• Convey strong Value Proposition to branch teams and partners.
• Represent MACU core values.

Knowledge, Skills, and Abilities

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

• 3+ years of professional experience in business-to-business relationship management.
• Banking acumen experience.
• Strong presentation skills.

Education

Bachelor's degree in business, marketing, finance, or related field preferred, or 5+ years combined experience in sales or relationship management.

Computer/Office Equipment Skills

• 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.).

Language Skills

• Demonstrated ability to clearly express ideas, methodology, results, and recommendations verbally, in writing, and through insightful reports and graphic illustrations.
• Ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.

Other Skills and Abilities

• Ability to work both autonomously and collaboratively in a fast-paced environment.
• Self-starter with strong organizing and time management skills.
• Adaptive to change and 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.).

Physical Abilities / Working Conditions

Physical Demands

• Ability to sit, talk, and hear consistently.
• Ability to stand, walk, and use hands to handle or reach occasionally.

Vision Requirements

• Close vision (clear vision at 20 inches or less).
• Distance vision (clear vision at 20 feet or more).

Weight Lifted or Force Exerted

• Ability to lift up to 30 pounds occasionally.

Environmental

• No unusual environmental factors (such as a typical office).

Noise Environment

• Moderate noise (business office with computers and printers, light traffic).

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

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Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.

About the Company

Mountain America is a member-owned, not-for-profit, full-service financial institution providing everything from savings and loans to SBA & retirement services.