Senior Business Advisor

Overview

To provide advanced business consulting services to assist members and non-members with identifying their business lending goals and objectives. Acts as a catalyst for the promotion and growth of Navy Federal Business Solutions products and services. Recommends appropriate lending, deposit, Treasury Management and investment products and services to achieve the members' goals. Manages moderate to high-dollar volume and moderate to complex member bases.

Responsibilities

• Provide subject matter expert consultative services primarily through via inbound and outbound calls to understand the members' financial needs and goals and educating members regarding products and services offerings
• Accountable for managing an established book of business, including growing the portfolio, developing and maintaining relationships and increasing member engagement both nationally and within a determined locality
• Analyze book of business, portfolios and interactions to determine new business opportunities with prospective and established members with larger portfolios and complex credit needs
• Provide strategic financial guidance and solutions for complex transactions and refer members to outside resources as appropriate
• Champion Business Solutions, driving awareness across the enterprise of products, service and referral program, establishing potential pipelines
• Prepare and present highly detailed and complex credit memos to the appropriate levels of management to include the credit committee
• Conduct onsite visual inspections of businesses to ensure adherence to covenants or collateral guidelines
• Ensure completion of annual documentation requirements to ensure accuracy and compliance with NCUA guidelines and Navy Federal policies and procedures
• Mentor and provide guidance to junior business advisors, facilitating growth in lending product expertise and relationship management
• Maintain knowledge of Navy Federal's field of membership and loan products & services
• Represent Navy Federal with a positive and professional demeanor and contribute to a performance focused and team-oriented workplace

Qualifications

Hours : Monday - Friday, 8 : 00AM - 4 : 30PM

Location : 4538 S Dale Mabry Hwy, Tampa, FL 33611

About Us

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful : Make our mission your passion.

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Equal Employment Opportunity : All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected Veteran.

Disclaimers : Navy Federal reserves the right to fill this role at a higher / lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position

Bank Secrecy Act : Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.