Job Specifications
THE ORGANIZATION
All Nations Trust Company (ANTCO) is an Indigenous Financial Institution that believes in the power of entrepreneurship to strengthen Indigenous communities. By providing business development solutions, guidance, and support, we help Indigenous entrepreneurs start, build and grow their business.
As a member of the ANTCO team you are valued, respected and supported.
THE OPPORTUNITY
The Business Development and Relations Officer plays an important role in supporting entrepreneurship and business development for Indigenous people and communities throughout the Okanagan region. Reporting to the Business Loans Manager, this position is responsible for promoting ANTCO's lending programs, assessing and recommending loan applications, and managing a regional portfolio of clients.
This is a remote position based in the Okanagan region of British Columbia, and the successful applicant must reside within the region. The role focuses on cultivating and maintaining strong relationships with Indigenous entrepreneurs, communities, and organizations to build ANTCO's presence and market share in the area. It offers meaningful, community-centered work and the opportunity to strengthen Indigenous economic development across the province.
Key Responsibilities
Client Engagement and Business Development
Develop and execute strategies to attract new Indigenous business clients and strengthen existing relationships
Build and maintain strong relationships with Indigenous entrepreneurs, communities, and organizations across the Okanagan
Meet clients and prospective clients at their place of business to review business plans, provide guidance, and connect them with available resources
Expand ANTCO's network by cultivating referral sources and community partnerships to support business growth
Promote awareness of ANTCO's programs and services through outreach, events, and active participation in the business community
Maintain a strong understanding of the local market and develop relationships with centres of influence to enhance visibility and opportunities
Lending and Portfolio Management
Assess, structure, and prepare business credit applications, ensuring sound credit and risk management practices
Provide both pre- and post-lending support, with a strong focus on aftercare through ongoing mentorship, business check-ins, site visits, and capacity-building workshops that help clients succeed beyond the loan
Manage a portfolio of clients, ensuring timely follow-up, accurate documentation, and effective collaboration with internal teams
Track portfolio performance, identify areas for improvement, and contribute to continuous process enhancement
Client Service and Relationship Management
Deliver exceptional client service, maintaining a high level of professionalism, responsiveness, and cultural awareness
Build trust and long-term relationships by providing consistent, reliable, and community-centered support
Compliance and Administration
Ensure all lending and account management activities are completed accurately, efficiently, and in compliance with ANTCO's policies and procedures
Protect the confidentiality and security of client and organizational information at all times
Apply sound judgment and discretion in decision-making, maintaining integrity in all business dealings
Prepare and maintain accurate reports, records, and documentation to support internal and external reporting requirements
Perform additional duties as required to support departmental and organizational priorities
Requirements
4-6 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience
Experience working with Indigenous communities and businesses is a strong asset and highly valued in this role
Demonstrated ability to work independently and manage priorities with a high degree of self-motivation, accountability, and initiative
Strong relationship management and client service skills, with a proven ability to build trust and deliver exceptional service to a diverse range of clients and community partners
Strong financial analysis skills, with the ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk
Excellent communication and interpersonal skills, with the ability to engage effectively with Indigenous entrepreneurs, communities, and organizations
Willingness to participate in community and cultural events to support and strengthen relationships across the region
Able to work remotely and travel throughout the Okanagan region to meet with clients and attend community engagements
Skilled in leveraging technology and digital platforms to stay organized, manage client relationships, and support efficient service delivery
Benefits
Location: Must be based in the Okanagan Region (ANTCO office is located in Kamloops, BC)
Travel Requirement: Regular travel within