The Local Business Advisor (LBA) is responsible for building and maintaining strong connections with a selection of our existing small business members, acting as a liaison to understand their needs, ensure member satisfaction, and drive growth (loans, deposits, retention) with PenFinancial. This role will own communication with this group of members, identify opportunities, and work with internal experts to deliver solutions, sometimes bridging gaps between business needs and service offerings, as needed, to allow the member to achieve their goals. This role will be responsible for planning, organizing, and controlling the development and maintenance of a profitable, growing and diversified commercial portfolio of new and existing small business members.
The LBA will develop new business opportunities, grow our lending and deposit portfolios, and promote PenFinancial across the Niagara and Haldimand Regions which we serve.
Differentiating Accountabilities:
Business Development & Relationship Management:
Member Service Excellence:
Collaboration & Compliance:
Target Salary: $65,060
Salary Range: $61,233 - $76,541
Salary will be determined based on skills, experience, education and other qualifications relevant to this position.
This role is an existing vacancy
Artificial Intelligence (AI) could be used in the application process
To learn more visit https://www.penfinancial.com/careers
While we welcome all applications, only those who are selected for an interview will be contacted.
Accessibility accommodations will be made for job candidates upon request.
Local Business Advisor • Welland, Ontario, Canada
Equity Partner & National Leader, AI Business Solutions.This role can be located in any major city centre across Canada.Digital services within the firm.The role will focus on sales, delivery excel... Show more
Our founding team has built and shipped digital products at Canada's leading financial institutions—and now we're doing it faster, bolder, and entirely on our own terms.We're growing quickly and lo... Show more
The Business Partner, People & Culture will be part of an agile and dynamic Shared Services People & Culture team, supporting Book Depot Inc.This role will champion our core purpose and values whil... Show more
Lilo Social is a full-funnel eCommerce growth agency specializing in acquisition and retention for direct-to-consumer brands.With a team of over 75 professionals, we deliver best-in-class paid medi... Show more
Area Business Manager, Healthcare (Central Canada) - Any major Medigas location in Ontario.This role champions the development and execution of strategies and processes that drive the continuous im... Show more
New Business Development/Sales Representative Location: Niagara /Hamilton, ON Position Type: Permanent Full-Time Reporting to: Regional Sales Manager Start Date: Immediately Hours: Monday to Fri... Show more
This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.As a volunteer, your responsibility will be to work alongside our partner, the Private Secto... Show more
Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Show more
Equity Partner & National Leader, AI Business Solutions.This role can be located in any major city centre across Canada.Digital services within the firm.The role will focus on sales, delivery excel... Show more
We’re a fast-growing software development agency that helps service-based businesses across the U.Our team values ownership, innovation, and building long-term partnerships with clients.We’re looki... Show more
Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Show more
Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app... Show more
New Business Development/Sales Representative.Monday to Friday, 40 hours per week.Compensation: Base salary- $65,000 per annum.Opportunity to earn beyond the stated range based on sales growth.Foun... Show more
Bilingual Senior Life Underwriter.Location: Any Canadian Location, CA.Empire Life is looking to hire a Senior Bilingual Underwriter to join our Retail Underwriting team! We are actively seeking can... Show more
Location: Anywhere in Canada - Remote.The total target compensation (TTC) range, including salary and target bonus, is $78,698 - $125,350.This TTC range is applicable to permanent roles only; fixed... Show more
New Business Development/Sales Representative.Monday to Friday, 40 hours per week.Compensation: Base salary- $65,000 per annum.Opportunity to earn beyond the stated range based on sales growth.Foun... Show more
Equity Partner & National Leader, AI Business Solutions.This role can be located in any major city centre across Canada.Digital services within the firm.The role will focus on sales, delivery excel... Show more
Overview At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America.We're looking for a New Business Advisor in Toronto (... Show more
Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Show more
We’re a fast-growing software development agency that helps service-based businesses across the U.Our team values ownership, innovation, and building long-term partnerships with clients.We’re looki... Show more
