Relationship Manager (Business Advisor)

Join the Lakeland Credit Union Team!

Are you ready to make a difference?
Lakeland Credit Union (LCU) is dedicated to being the trusted financial partner for our members, providing a range of banking solutions tailored to meet their unique needs. We believe in building long-term relationships, driving member success, and creating a community where everyone feels welcome. Great service starts with great people, and that's where YOU come in! 

About the Opportunity

We are looking for a passionate and motivated Relationship Manager to join our team. In this role, you will build and maintain relationships with our business members through by providing commercial credit and cash management solutions to meet their needs. You will play a crucial role in promoting our business-banking services to existing and potential members. 

Key Responsibilities:

Develop a comprehensive understanding of the member’s history, current status and goals through proactive monitoring and management of business relationships, gathering essential information to assess business needs and credit worthiness.

Offer tailored financial advice to foster long-term member relationships, with consistent follow-ups and referrals for credit union products and services.

Underwrite and recommend loans for approval that align with established authority levels, ensuring informed decision making.

Manage a portfolio consisting of up to $50M and up to approximately 125 business borrowers, focusing on daily decisions, new credit requests, annual reviews, risk mitigation while emphasizing business development and member retention to achieve set portfolio targets.

Oversee moderately complex business, commercial and agricultural accounts with lending needs ranging from $250K and $1M ensuring effective management of daily operational decisions and annual reviews.

Maintain accountability for following up on delinquent accounts and implementing systematic collection procedure of problem accounts, promptly initiating or recommending appropriate action to minimize risk.

More About You

To qualify for this role, you will need at least 3 years of business lending experience. A university degree in a business-related field or experience in lieu of education. 

You have an understanding of credit granting and Business Banking products. Your skills in business development and portfolio management are complemented by your ability to forge meaningful relationship with members, businesses, and coworkers alike. 

Above all, you have a passion for delivering personalized service and a willingness to learn and grow!

What We Offer

At LCU, we are committed to making a positive impact for our members and communities. Join the team in Bonnyville and you'll enjoy:

Competitive pay and comprehensive benefits.

Flexible spending account. 

RRSP matching after 3 months.

Discounted employee financial services benefits. 

Opportunities for personal and professional development.

A supportive and fun team environment.

Choose a rewarding career where you can truly make a real difference in people's lives and your community.

Apply today to start your journey with Lakeland Credit Union and let's change lives - one member at a time. Live. Grow. THRIVE here!

Thank you for your interest. Interviews will be conducted as qualified candidates are received. Due to the anticipated volume of applications, only those selected for an interview will be contacted. Lakeland Credit Union is committed to the principles of equality and diversity in the workplace. AI will not be used during the recruitment, selection, and hiring process.