Business Services Advisor (Penticton Regional Office)

☞ Valley First, a division of First West Credit Union

見る: 106

更新日: 09-06-2024

場所: Penticton British Columbia

カテゴリー: 管理/事務/アシスタント コンサルティング/カスタマーサービス

業界: Financial Services Banking

レベル: Associate

ジョブタイプ: Full-time

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仕事内容



We are currently seeking a Business Services Advisor to join our Valley First team.

The Business Services Advisor provides day-to-day assistance and support to the business banking sales team to enable them to effectively build relationships and engage in business development. The Business 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


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


    • Required Skills, Experience & Qualifications
    • High School Diploma and a Certificate (1 year) or equivalent combination of education and experience
    • College Trade or Tech School Diploma (2 years) preferred
    • 2 years experience in loans and/or securities administration role required
    • Strong relationship builder and communicator with a demonstrated ability to work well in a team environment
    • Results oriented attitude with demonstrated business development techniques
    • Strong organizational and time management skills with the flexibility to adapt to a constantly changing environment
    • Proficiency in Microsoft Office applications, specifically MS Excel and Word.
    • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
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    締切: 24-07-2024

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