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Senior Business Advisor

Mountain America Credit Union -
Centerville, UT

Apply Now

Job Details

Full-time

Qualifications

Financial sales
Presentations for conferences or internal meetings
Productivity software
Relationship building in financial sales
Financial acumen

Full Job Description

Please reference the schedule and minimum qualifications listed below before applying.

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email [email protected] and every reasonable effort will be made to accommodate your needs in a timely manner.

Job Summary

A Senior Business Advisor (BA) at MACU is expected to have a high level of business acumen. A BA should be considered an industry expert regarding the banking needs of small to medium sized businesses and act as an advisor accordingly. A BA will be expected to grow revenue through various methods while managing a specific allocated budget for their business development needs. This position will be under the Business Services department and report to a Business Services Sales Manager.

Job Description

LOCATION

Centerville Marketplace Dr Branch:

298 Market Place Drive
Centerville, UT 84014

SCHEDULE

Full Time

Own the Relationship. Lead the Strategy. Drive Business Growth.

Mountain America Credit Union is seeking a Senior Business Advisor who brings both relationship depth and strategic expertise to our business banking team.

This is not a transactional role—you’ll operate as a trusted advisor and strategic partner, helping businesses grow through tailored banking and treasury management solutions.

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
Proven ability to manage complex relationships and sales cycles independently
Advanced communication and presentation skills with executive-level stakeholders
Strategic, self-directed mindset with the ability to prioritize and execute
Experience with fintech tools, Microsoft Office, and virtual client engagement

Why Join MACU

Make a meaningful impact on local and regional businesses
Work in a relationship-driven, people-first culture
Collaborate with a high-performing, supportive team
Grow your career within a top-performing credit union

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

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

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

#LI_FB1

#INDGEN

Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.

Apply Now

Refine Your Search

banking relationship manager jobs in ogden ut

Senior Business Advisor

Endo RN - Float Pool

Credit Card Analyst & Customer Success Manager

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Assistant Store Manager 87008 Bountiful Utah

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OR Nurse Manager Float Pool

Substation Protection & Control - Engineer III