Local Business Relationship Manager

Prospera Credit Union

. Grow and maintain a portfolio of high value micro businesses and their owners .

Posted 10/3/2026full-timeWhite Rock • CanadaJuniorMid-Level💰 CA$64,000 - CA$80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retail lending and business development, with a strong focus on client relationship management and financial advisory services. Capable of analyzing financial information, assessing credit risk, and implementing effective lending solutions.

Highest-signal resume keywords

Retail Lending ExperienceBusiness DevelopmentClient Relationship ManagementFinancial AnalysisOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryLending PoliciesRisk MitigationDue DiligenceLoan Security AssessmentRevenue GenerationPortfolio ManagementBusiness Operations Analysis

Soft Skills

Verbal CommunicationWritten CommunicationPresentation SkillsPeople SkillsAbility to Work Under Pressure

Tools & Technologies

Financial SoftwareCRM Systems

Industry Keywords

Micro BusinessesCredit RiskNetworkingPublic RelationsSmall Business Management

About the role

Key responsibilities & impact

Grow and maintain a portfolio of high value micro businesses and their owners
Attract, build, and retain relationships with business customers
Provide integrated financial advice and solutions for business and personal banking needs
Maintain a network of key contacts and enhance the credit union’s image and reputation through networking and public relations
Review assigned portfolios and ensure customers have appropriate lending and other products
Refer customers to appropriate Prospera Lines of Business and leverage specialist expertise
Negotiate and implement revised or new banking arrangements
Complete due diligence and investigations
Analyze and interpret financial and other information
Assess security value and recommend new loans, renewals, and amendments within lending policies and procedures
Review portfolio reports, identify potential problems, contact customers to resolve issues, and develop risk-mitigation action plans
Recommend whether to retain, expand, or de-market existing relationships based on credit risk, profit contribution, and other considerations
Coach and educate business customers, keep financial records up to date, and advise on enterprise success
Visit current and potential customers to observe operations, develop business opportunities, and ensure loan security is protected

Requirements

What you’ll need

3 years of retail lending experience with great people skills and a passion to learn business and/or 2 years’ experience in small business management/lending
Demonstrated success with business development and client relationship management
Organizational skills and ability to work under pressure to meet deadlines
Tech savvy
Proven experience meeting goals and targets and generating revenue
Exceptional verbal communication, written, and presentation skills
Post-secondary diploma/degree in Commerce, Business Administration or a combination of education and experience
Successful completion of criminal, credit, and reference checks

Benefits

Comp & perks

Total compensation package including base salary plus incentives
Flexible Work Program for some roles
Flexible Benefits Program
Defined Contribution Retirement Plan
Vacation, Wellness and “Prosperian” Days (paid time off)
Professional development
Supportive, collaborative work environment
Accommodation during the recruitment process