Commercial Services Advisor, Langley

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 preferredDemonstrates 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 OfficeDisplays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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