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Prospera Credit Union

Local Business Relationship Manager

Prospera Credit Union

Local Business Relationship Manager responsible for managing high value micro business portfolios at Prospera Credit Union. Engaging with clients to provide integrated financial advice and solutions.

Posted 7/8/2026full-timeKelowna • 🇨🇦 CanadaMid-LevelSenior💰 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 analysis. Capable of negotiating banking arrangements and providing strategic recommendations to enhance customer success and minimize risk.

Highest-signal resume keywords
Retail Lending ExperienceBusiness DevelopmentClient Relationship ManagementFinancial AnalysisOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial AnalysisLoan NegotiationDue DiligenceRisk AssessmentPortfolio Management
Soft Skills
Verbal CommunicationWritten CommunicationPresentation SkillsCoachingProblem Solving
Certifications & Qualifications
Post-Secondary Diploma/Degree in CommercePost-Secondary Diploma/Degree in Business Administration
Industry Keywords
Credit UnionLending PolicyBusiness OperationsCustomer EngagementRevenue Generation

About the role

Key responsibilities & impact
  • Maintain a network of key contacts, enhance the credit union's image and reputation through networking and public relations.
  • Review assigned portfolio and ensure that our customers have appropriate lending and other products;
  • Leverage the expertise of specialists to fulfill customer’s business and personal needs through referral to appropriate Prospera Lines of Business.
  • Negotiate and implement revised or new banking arrangements for customers and/or prospects.
  • Complete due diligence and investigation; analyze and interpret financial and other information; assess the value of security; make recommendations for new loans, loan renewals, and amendments within the guidelines of PCU lending policy and procedures.
  • Review reports for assigned portfolio to identify potential problems and contact customers to resolve issues; develop action plans to ensure risk is minimized.
  • Determine and recommend whether to retain, expand or de-market existing relationships based on analysis of credit risk, profit contribution and other considerations and submit recommendations to the appropriate level of authority.
  • Coach and educate business customers to ensure financial records are up to date and provide advice to assist with the success of the enterprise.
  • Visit current and potential customers to observe business operations, develop additional 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.
  • Skilled in organizational skills with the ability to work under pressure to meet deadlines and be 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.

Benefits

Comp & perks
  • Flexible Work Program for some of our roles – ask us!
  • Flexible Benefits Program – pick and choose what works best for you.
  • Defined Contribution Retirement Plan – let’s start saving and keep your future in mind.
  • Vacation, Wellness and “Prosperian” Days – paid time off to support your overall well-being.
  • Professional development – come grow your career and develop your skills.
  • A supportive, collaborative work environment- we’re proud to be a Great Place to Work certified organization.

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