Commercial Banking Coordinator

Connect First Credit Union; Calgary; On-site; CAD 45,000 - 60,000; Full time

Job summary

Connect First Credit Union is looking for a dedicated individual with customer service experience to enhance member relationships and support account managers. The role involves maintaining account activity, preparing loan documentation, and ensuring high standards of service within the banking environment. Candidates with 3-4 years of experience and knowledge of banking systems are encouraged to apply.

Qualifications

• 3-4 years' experience in customer service or administration.
• 1-2 years’ experience in retail, small business, or commercial banking.
• Knowledge of DNA banking system preferred.

Responsibilities

• Support account manager team in enhancing member relationships.
• Prepare loan documentation and maintain oversight on accounts.
• Provide backup support to the Commercial Support Specialist.

Skills

Customer Service

Communication

Organizational Skills

Attention to Detail

Education

Certificate, diploma, degree or designation program

Tools

DNA banking system

Salesforce

Job description

As a credit union, we're different than a bank - and we like it that way.

At connectFirst, we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking that’s true to our co-operative principles. You’re our member, not a number. We’re your neighbours and your partner. Over 80 years ago we started from humble beginnings. Through the years, we’ve grown to become one of Alberta’s leading financial institutions through a desire to connect the dots between your dreams, your goals, your community, and your financial wellness and we echo these desires through our new, consolidated connectFirst brand.

We believe that banking is about more than money - it’s a cornerstone of every vibrant community and that our members should expect us to positively impact the financial success and viability of the communities that we call home. We invest meaningfully in the potential and well-being of our employees, and what matters most to our members. We have honest conversations about real things, as real people. Our members are owners, they have a say in how we operate, they earn dividends on common shares and investment shares, and they have access to an extensive array of financial products and services.

• Our mission : Make money make a difference.
• Our vision : Do what's right for every member.
• Our values : Think big, act local, take charge, and make it easy.

We’re committed to providing remarkable experiences to our members, our communities, and our employees, and we’re proud to be regarded as one of the best :

• Named among Canada’s Most Admired Corporate Cultures by Waterstone Human Capital
• Recipient of Canada’s Best Managed Companies award for 21 consecutive years
• billion book of business (Deposits=45%, Loans=43%, Wealth Mgmt=10%, Syndicated Loans=2%)
• 585 million in Member's equity

Key Accountabilities :

• Enhances and services member relationships by supporting the account manager team; attends regular team meetings to monitor both upcoming reviews and renewals as well as any past due items.
• Provides business development support to the account managers by generating proposals, coordinating call appointments, loan closings, sales meetings and other client presentations; prepares necessary supporting material for presentations.
• Accommodates routine service requests for deposit and loan account maintenance, transaction requests or processing for members as required.
• Provides support in the preparation of loan documentation and requests other documents as required from members ( financial statements) both in new credits and renewal / reviews of existing credit products.
• Produces and tracks a variety sales / activity reports, coordinates information for the pipeline, and portfolio reports as required.
• Conducts daily reviews of overdrawn accounts by generating reports from the system of record; distributes to the account managers for disposition and records their changes on the banking system.
• Identifies and follows up on problem accounts and inquiries from internal / external contacts.
• Within the Calgary region, provides backup support to the Commercial Support Specialist, including answering main telephone line, receiving and sending courier packages, maintaining adequate office supplies, and greeting visitors.
• Remains current on organizational practices, policies, procedures, and legislative requirements.
• Acts as a resource to other staff within the department.

Experience and / or Educational Requirements :

• 3 - 4 years’ experience in a customer service or administration role.
• 1 - 2 years’ experience in a retail, small business, agriculture, or commercial banking environment.
• Knowledge of DNA banking system.
• Salesforce experience an asset
• Working towards or completed a certificate, diploma, degree or designation program.
• An equivalent combination of education and experience may also be considered.

Skills and Competencies :

• Good computer skills; able to pick up new and existing programs related to the job quickly.
• Strong communication skills; both written and verbal.
• Strong organizational and multi-tasking skills.
• Strong aptitude for numbers, with fast and accurate data entry skills.
• Strong attention to detail

Qualified applicants are invited to apply online.

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

For more information on Connect First Credit Union Careers, please visit

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