Job Description

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We are currently seeking a full-time Commercial Services Advisor to join our Envision Financial team. This is a 1-year contract covering a maternity leave.

The Commercial Services Advisor provides day-to-day assistance and support to the commercial and or business banking sales team to enable them to effectively build relationships and engage in business development. The Commercial Services Advisor will provide support and assistance in, but not limited to: financial analysis, collections, reporting, and responding to member enquiries, determining their needs and providing assistance or referring to appropriate expert.

Here\'s what would be included as a part of your typical day * Reports: Assists with the preparation of reports; reviews and completes assigned tasks on reports, including contacting branch or other stakeholders for follow-up or action, as required; ensures that appropriate action or follow-up is completed; and ensures the timely submission and retention of reports for audit purposes.

• Financial Analysis: Assists with completion of credit investigations, searches, preparing applications and related documentation; maintains all credit and non-negotiables; assists members in obtaining applicable documentation required to complete loan; and assists with profitability analysis, as required.
• Annual Reviews: Assists in completion of annual reviews by following up with members to obtain financial statements and other related documents; and assists with financial statement breakdown, as required.
• Sales and Service: Responds to member enquires in person or on the telephone, as required; identifies referral and cross-selling opportunities (master cards, deposit accounts, etc.) and directs member/client to appropriate branch expert; completes or assists member to complete credit/debit card applications or other paperwork, as required; sets up and updates customer automated funds transfer (CAFT) users, maintains BOB for users, administers strata and municipal accounts and completes wire transactions; accepts referrals and completes necessary applications or documentation, including members signature, if required; and participates in the onboarding process of new members.
• Collections: Reviews NSF and delinquency reports and with follows-up as required; and assists with documentation to initiate and process collections activities.
• General Transactional Support: Support out of order (OOO) collateral and Watch List; overdraft processing; draw documentation and funding advances; generate loan security; register and maintain personal property security act (PPSR) and insurance renewals; and all other duties as required.

Required Skills, Experience & Qualifications

• High school diploma and completion of a Certificate (1 year or less) or equivalent combination of education and experience required
• College, Trade or Tech School Diploma (2 years) preferred
• 2 years experience in lending and/or securities administration role required
• Foundational lending experience preferred
• Demonstrates strong interpersonal skills with the ability to develop long-term business relationships
• Effective time management and organizational skills along with the ability to multi-task
• Strong attention to detail and a high degree of accuracy
• Proficient in computer software programs e.g. Microsoft Office
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Why work for us?

We offer a total rewards package that recognizes the meaningful work you do to support our members and our communities, which includes:

• A competitive base salary plus performance-based incentive compensation
• Annual merit pay increases
• Flexible benefits as well as support for retirement benefits
• Vacation time, a flexible \xe2\x80\x9cDay4U\xe2\x80\x9d and the option to purchase up to five additional vacation days
• Other financial perks such as our Employee Banking Advantages which includes waived or reduced financial service fees, reduced rates on personal loans, mortgages and no-interest loans on lifestyle-related items that promote health, wellness, learning and business aptitude

In addition, you can enjoy socially conscious perks, like three paid days off every year, to volunteer for causes you care about.

What\'s your place in the First West story? Apply now and let\'s find out together!

First West regrets that only candidates selected for an interview will be contacted.

Diversity & Inclusion:

First West Credit Union is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.

First West Credit Union