Senior Business Advisor
Mountain America Credit Union · Centerville, UT · 1 wk ago
ConsultingFull-time
Job Description
LOCATION
Centerville Marketplace Dr Branch 298 Market Place Drive
Centerville, UT 84014
Schedule
Full Time
Minimum Qualifications
- 3+ years of B2B relationship management or business banking experience (senior-level candidates bring deeper portfolio ownership and complexity)
- Strong banking and financial services acumen, especially with business clients
- Prioritize and execute independently
- Advanced communication and presentation skills with executive-level stakeholders
- Strategic, self-directed mindset
- Experience with fintech tools, Microsoft Office, and virtual client engagement
What You’ll Do
- Own and lead the full sales lifecycle, including complex and high-value opportunities
- Manage and grow a large, diverse portfolio of business relationships
- Serve as a senior advisor on business banking and treasury management strategies
- Identify and execute on relationship expansion opportunities across existing clients
- Navigate complex client needs and customized solutions with a high level of autonomy
- Conduct strategic business reviews and deliver insights that strengthen partnerships
- Partner cross-functionally to influence outcomes and enhance member experience
- Represent and model MACU’s values and relationship-first culture
What You Bring
- 3+ years of B2B relationship management or business banking experience (senior-level candidates bring deeper portfolio ownership and complexity)
- Strong banking and financial services acumen, especially with business clients
- Prioritize and execute independently
- Advanced communication and presentation skills with executive-level stakeholders
- Strategic, self-directed mindset
- Experience with fintech tools, Microsoft Office, and virtual client engagement
Physical Abilities / Working Conditions
- Ability to sit, talk and hear consistently
- Ability to stand, walk, and use hands to handle or reach occasionally
- Close vision (clear vision at 20 inches or less)
- Distance vision (clear vision at 20 feet or more)
- Weight lifted or force exerted ability to lift up to 30 pounds occasionally
- No unusual environmental factors (such as a typical office)
- Environmental: Moderate noise (business office with computers and printers, light traffic)
Benefits
This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.
Company Information
- Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.