We are currently seeking a Commercial Services Advisor to join our team.

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.

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

• Mental health coverage and resources
• Customizable health benefits, as well as topped-up parental leave
• Performance-based compensation, employee banking advantages and group RRSP matching
• Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on Tru Cooperative Bank.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.