Business Banking Operations Assistant

Location: St.Catharines - Head Office
Job Code: 1176
# of openings: 1

Description

Purpose of the Job:

The Business Banking Operations Assistant (BBOA) is accountable for administrative support to the Business Banking Operations team in dealing with Member transactions, issues, questions and concerns and internal/external correspondence. 

Reporting to the Business Banking Consultant, Operations in a centralized function, the incumbent produces and composes a variety of documents and correspondence; following up on same.  Interacts with 3rd parties and necessary and liaises with other Meridian employees and external contacts, providing information and documentation as required to Members contributing to and ensuring a positive Member experience. 

 

Key Responsibilities:

  • Provide administrative support to Business Banking teams, including but not limited to:
  • Preparing bank confirmations
  • Completing tasks associated with the administration and record keeping of loan syndications in which Meridian participates
  • Facilitating the centralization of certain security-related tasks leveraging technology to move from a paper based process
  • Reviewing overdrafts for accounts and  processing return items
  • Opening/closing business accounts, ensuring proper identification is on record. 
  • Processing automobile dealer floor plan data, and keeping associated records current
  • Placing and removing messages on Member accounts
  • Referring loan delinquencies to account managers for action
  • Providing and obtain incoming and outgoing credit ratings and Credit Bureau reports
  • Adhere to relevant compliance procedures relating to policy, government legislation and security measures
  • Ensure all documentations prepared in relation to commercial business ventures are accurate and completed in accordance and compliance with all corporate policies, procedures and legislative requirements
  • Focus on the highest quality Member service, ensuring alignment with overall Meridian and Business Banking goals and objectives
  • Increase Member satisfaction by responding to Member’s needs and through providing accurate, timely, welcoming and professional services
  • Ensure that Member’s day-to-day financial and banking needs are being met at the highest level
  • Continuously search for new and better ways to process work that will enhance the Member experience and reduce the costs of providing the service or transactions
  • Probe to identify Member needs and opportunities to sell or refer to appropriate team members or delivery channels.  Solicit products and services highlighting features and benefits in order to deepen Member relationships
  • Works collaboratively with peers and colleagues throughout the delivery system by sharing best practices and learning’s and networking and referring Member, where appropriate
  • Demonstrate a commitment to continuous learning and development by actively participating in learning initiatives, sharing knowledge and learning
  • Promote Meridian Credit Union in your community by participating and being involved in community activities or events while demonstrating the Company values

 

Problem Solving:

  • Ability to resolve routine problems or issues using standard operating principles.  Escalates issues involving more complex issues as appropriate after due diligence and investigation. 
  • Decisions follow existing principles, uses independent judgment to improve a process or procedure.

 

Communication:

  • Develops rapport and working relationships with Members and business professionals, which require active listening, probing and gathering of accurate information in a confidential manner. 
  •  Manage routine issues, problems, with Members and third parties.  Tact and discretion is required to resolve problems, conflict or misunderstandings. 
  • Manages and builds healthy working relationships with Members using relevant and appropriate communication vehicles and styles depended on the demographics. 
  • Effective and professional communication is required both internally and externally in written and verbal forms.

 

Knowledge, Skills and Experience:

  • 3 years progressive experience in a professional, financial or banking or like field
  • Post secondary degree/diploma or equivalent
  • Experience with diverse accounts, products and services
  • Strong Computer Skills
  • Good analytical, relationship, interpersonal, communication, presentation and team skills
  • Good knowledge of banking system and business account operating procedures
  • Ability to work independently with confidence and strong commitment to Member service
  • Strong personal commitment to professional development
  • Ability to work in normal business environment as well as flexible to work evenings
  • Computer proficiency
    • Ovation/ACE
    • Excel
    • Powerpoint
  • Multitasking
  • Service Orientation
    • Analytic/Systematic Thinking
  • Communication (interpersonal and written)
  • Teamwork & Partnering
  • Problem Solving
  • Professional Judgment
  • Relationship Management
  • Community Involvement
  • Networking
  • Results Driven
  • Flexibility and Resilient

 

 

Inspired. Engaged. Impactful.

Thank you for your interest in Meridian Credit Union. Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

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