Small Business Advisor, CUA

CUA is a full-service banking institution that offers flexible products, personalized service and quick decisions that are made in the local marketplace.  CUA serves more than 20,000 individuals and businesses in the HRM / Halifax market.  Our success is the result of the CUA Team, a collection of problem-solvers and opportunity-seekers who are genuinely interested in doing what is best for our members.  CUA invites qualified, enthusiastic individuals to apply for the following career opportunity: Small Business Advisor

Reporting to the Director, Commercial Services, the Small Business Advisor is responsible for achieving sales results, effectively pursuing and responding to opportunities presented at the Commercial Centre or through other sales channels. This position is accountable for the delivery of exceptional service to all existing and prospective members as well as focusing on activities that will develop, grow, retain and attract commercial members to contribute to the Commercial Centre’s business and financial goals, which include deposit, loan and new membership growth. 


As the successful candidate, you possess proven client service skills with the ability to identify sales opportunities and promote CUA’s products and services.  Exercising due diligence and confidentiality is a requirement of this position, therefore you exercise accuracy and discretion at all times.  This role will be reviewing and analyzing financial information received, including both interim and annual financial statements to calculate appropriate ratio analyses and profitability analyses.  You are an effective communicator and analytical thinker and are comfortable conducting in-person or telephone interviews to obtain personal and/or business financial data to analyze financial status as well as to determine feasibility of granting credit.  You will be responsible for compiling loan packages and facilitating negotiation of loan structure, providing financial counseling, determining appropriate investment structure for deposits, and monitoring commercial account overdraft activity.  You will complete all administrative duties as assigned in a timely manner.


  • Relevant university degree, diploma or accredited training.
  • One to three years relevant experience in small business or commercial lending or equivalent combination of training and experience.
  • A proven track record of strong interpersonal, oral and written communication skills.
  • Proven computer skills (Microsoft Office Suite with advanced knowledge of Word and Excel).
  • Superior sales skills with a proven track record of results.

This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.

Closing date for this opportunity is February 6, 2019.

Method of Applying:

Please apply by submitting a resume to as well as providing your salary expectations.  While we appreciate all submissions, only those considered for an interview will be contacted.  Thank you for your interest in joining the CUA Team!