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 SummaryA 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 DescriptionLOCATION
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
- 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
- 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.***
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
Skills Required
- 3+ years of professional experience in business-to-business relationship management
- Banking acumen and treasury management knowledge
- Strong presentation and communication skills
- Bachelor's degree in business, marketing, finance, or related field
- 5+ years combined experience in sales or relationship management (alternative to degree)
- Advanced Microsoft Office skills (Outlook, Word, PowerPoint, Excel)
- Experience with fin-tech software
- Ability to demo products and services virtually and in person
- Proficiency with video calling software (Zoom, Teams, etc.)
- Data analytics and data validation skills; proficiency in business data analysis (Excel)
- Ability to work autonomously and collaboratively in a fast-paced environment
- Ability to lift up to 30 pounds occasionally and perform basic physical office tasks
Mountain America Credit Union Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mountain America Credit Union and has not been reviewed or approved by Mountain America Credit Union.
-
Affordable Benefits — Health coverage features a large employer premium share, low out-of-pocket costs, and options like HSA/FSA alongside employer-paid disability and life insurance. On-site wellness facilities and low-cost dental/vision further enhance overall affordability.
-
Retirement Support — A matching 401(k) is available from day one, with employer contributions positioned as a core element of total rewards. Retirement offerings are consistently highlighted alongside other financial benefits.
-
Strong & Reliable Incentives — Bonuses are substantial and recurring, including annual awards and holiday bonuses, with commission opportunities in lending roles. Incentive programs are framed as a regular part of compensation rather than occasional extras.
Mountain America Credit Union Insights
What We Do
It may be our story, but it's all about you. Mountain America Credit Union first opened its doors in the 1930s with a commitment to guiding our members to achieve their financial dreams. Today, our essence—guidance—remains the focal point of our identity. It’s a purpose-driven identity to ensure that everything we do moves you safely along your journey. Call it a path, a trail, or simply a way through. Sometimes it's arrow straight. Other times it has unexpected twists and turns that require knowledge of the road ahead. From wherever you are to where you see yourself going, there is a clear way forward. It's life's financial journey, and we're here to guide you every step of the way. As your financial partner, we'll help outfit you with the tools for the journey ahead—like convenient, flexible products and services designed around how you really live, as well as sound, timely advice to help steer you around any obstacles. This is your journey. Let's begin together, right here. Equal Housing Lender. Insured by NCUA.
