Commercial Services Advisor, Langley

Job Description 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 role includes support and assistance in financial analysis, collections, reporting, responding to member enquiries, determining their needs and providing assistance or referring to appropriate experts.

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 that reports are submitted and retained for audit purposes in a timely manner.

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 a 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 enquiries 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 members in completing credit/debit card applications or other paperwork as required; sets up and updates customer automated funds transfer users; maintains BOBfor users; administers strata and municipal accounts and completes wire transactions; accepts referrals and completes necessary applications or documentation, including the member’s signature if required; and participates in the onboarding process of new members.

Collections: Reviews NSF and delinquency reports and follows up as required; and assists with documentation to initiate and process collections activities.

General Transactional Support: Supports out‑of‑order collateral and Watch List; overdraft processing; draw documentation and funding advances; generates loan security; registers and maintains personal property security act (PPSR) and insurance renewals; and performs all other duties as required.

Required Skills, Experience&Qualifications

High school diploma and completion of a Certificate (1 year or less) or an equivalent combination of education and experience.

College, Trade or Tech School Diploma (2 years) preferred.

2 years experience in lending and/or securities administration required.

Foundational lending experience preferred.

Strong interpersonal skills with the ability to develop long‑term business relationships.

Effective time management and organizational skills with the ability to multi‑task.

Strong attention to detail and a high degree of accuracy.

Proficient in computer software programs such as Microsoft Office.

Displays an understanding of risk and risk ownership by demonstrating adherence to policies and procedures.

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 employee‑led network groups, hiring practices, and education programs that address barriers and continually grow our equitable, diverse, and inclusive culture.

We encourage people 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.

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.

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