Business Relationship Advisor

What You’ll Do

• You’ll manage a complex portfolio of business and agricultural members, acting as a trusted advisor who understands their goals, anticipates their needs, and helps them navigate decisions with clarity and confidence.
• Build real, lasting connections with business and agricultural members. Genuine relationships based on trust, care, and real conversations. Be there to help them grow, tackle challenges, and celebrate wins at every turn.

• Lead meaningful, advice‑based conversations that reduce complexity and support confident decision‑making
• Own the performance, health, and growth of your portfolio — balancing member value, profitability, and risk
• Proactively recommend solutions aligned to member goals, including lending, deposits, and other financial services
• Stay curious and informed about industry, economic, and market trends to better serve members
• Collaborate across teams to deliver seamless, relationship‑driven experiences
• Represent Crossroads in the community, living our cooperative values every day

This role offers flexibility to work remotely across Crossroads Country, meeting members where and how they need us most

Who You Are

You’re someone who:

• Puts members at the centre and believes great advice starts with great questions
• Takes ownership and follows things through
• Enjoys collaboration and solving complex problems together
• Values efficient execution that creates more space for relationships
• Is energized by learning, curiosity, and continuous improvement

These behaviours reflect how we deliver the Crossroads difference.

What You Bring

• 7–10 years of progressive experience in business banking or relationship‑based financial services
• Post‑secondary education in agriculture, finance, accounting, commerce, business administration, or equivalent experience
• Strong relationship management, financial acumen, and community connection

Why Crossroads

At Crossroads Credit Union, we’re building something bigger than banking.

Our purpose is simple and powerful: life‑changing conversations, one member at a time. Everything we do — our strategy, our roles, our investments — is grounded in helping people build financial confidence to succeed in any direction they choose.

What makes Crossroads different is how we do that.

We believe in relationships, not transactions. We intentionally design our work, tools, and technology to create space for meaningful conversations. We invest in advice‑based service because confidence does not come from products alone. It comes from being understood, supported, and guided through complex financial decisions with clarity and care.

We are deeply rooted in Crossroads Country, a cooperative, prairie‑based community where people look out for one another through every season. Our members are owners, our community’s matter, and our success is measured not just by growth, but by trust, belonging, and long‑term impact.

For our people, this means:

• Clear purpose and alignment so you understand why your role exists and how it contributes
• Ownership and trust to make decisions that are right for the member
• Continuous learning that builds confidence, curiosity, and capability over time
• A culture that values people, relationships, and doing what matters most

At Crossroads, you are not just filling a role. You are helping members feel confident in the choices they make, supported in the direction they take, and proud of the cooperative they belong to.

That is why Crossroads is a direction worth choosing.

Crossroads Credit Union was founded on understanding the real needs of our member-owners, this has been at our core, so our purpose and our value proposition have been developed based on our member-owners voice.  Our members are the center and their needs drive everything we do.  We want to help our members make decisions at each of their personal and financial “CROSSROADS” and help them chapter by chapter.

The Business Relationship Advisor is accountable for the overall management of a sizable portfolio of business (agricultural and commercial) accounts that exhibit a high/acute degree of complexity and value to Crossroads Credit Union. The focus of the position will be on member relationship activities, cross-sell, up-sell, and retention of existing business members and on qualifying and converting new members and prospects and deposit gathering.

Some of the key responsibility areas are to actively monitor and manage the profitability of business relationship with members with the intent of building a long-term mutually beneficial relationship by fully understanding the goals, objectives, and status of the member’s business(es).  We would also expect you to use an excellent degree of financial, industry knowledge and expertise to proactively assess and anticipate member’s needs to suggest and recommend and/or propose products/solutions to meet those needs and the member’s broader business objectives. You should be able to ensure that the member continues to be aware of the benefits of using these products, as well as new products available to them. You will need to continuously update your knowledge on new products that may be of value to members. You would be required to minimize loan risks through diligent, timely and proactive financial reviews and awareness of changing economic/marketplace influences and applicable industry trends/data. 

We pledge to know our members better than anyone else to provide the best possible service and advice.  We achieve this through developing meaningful relationships.  We want to ensure our member-owners’ financial lives are better because they entrusted us.

Building relationships with members, this position will allow the successful candidate to work remotely in all our regions as the business needs of our members may require.

To be considered for this role, we are looking for someone with:

Experience

• Minimum 7 - 10 years progressive experience in sales/service and managing a diverse portfolio in a business banking environment

Education

• Post-secondary education in agriculture, accounting, finance, commerce, business administration, or equivalent work experience

Skills

• Works collaboratively with peers and colleagues throughout the delivery system by sharing best practices and learning’s, where appropriate
• Participate and be involved in community activities or events, promoting Crossroads Credit Union and demonstrating the company values

Does it sound like we’re describing you?  If you are not already with us in Crossroads Country, then you need to join us! To us Crossroads Country is not just a place, it’s a feeling.   A close-knit community of people, regardless of physical location, who through all seasons are united by prairie values.  It’s about grassroots, hometowns, and cooperation.   This feeling of belonging to a family that is always willing to lend a helping hand is part of what makes Crossroads a direction worth choosing. 

At Crossroads Credit Union, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, medical/dental/vision plan, and one of the best matching pension plans, we will provide you with perks, including: 

• Vacation that increases beyond legislated requirements
• Wellness program
• Work / Life Balance
• Flex Time
• Sick Leave – Duty of Care
• Volunteer Time
• Training & development
• Education Day / Paid Education
• Credit unions perks / free accounts
• Service awards and recognition
• Crossroads Clothing
• Annual bonus based on your results

We want to hear from you!

Please don’t delay in submitting your resume to Human Resources.  We will begin reviewing submissions immediately and continue until we find the right hire. Our employees are very important to us; our staff work hard, and we are committed to making first-rate hires (just like them)

Please include any relevant certification with your application.