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Commercial Services Assistant
3 months ago
Who we are:
Meridian's dedication to helping Canadians goes beyond banking, it's about achieving a better life Thriving communities are essential to the individual well-being of our Members and the overall well-being of Canadians.
Find our story here:
About Meridian
Our Business Banking Practice:
At Meridian, our vision is to be recognized as the financial institution that has the most local impact, supported by a purpose-driven Value Proposition to our Members.
After all, our obligations are to our Members, not shareholders, and we take to heart the best interests of our Members and communities we serve We're passionate about what we can do for their business and we're empowered to leverage our local autonomy to meet their unique needs.
In addition to building customized solutions for business, we offer full service commercial banking solutions, including a wide selection of daily banking products, complementary lending services, cash management solutions, as well as insurance and investments.
About this role:
What you will do:
- Preparation and Verification of New Business Account Documentation, updating Signers, Business Online Banking documentation, CAFT documentation within Meridian's Policies and Procedures
- Provide professional, confidential administrative support to the Business Banking Team including Posting transactions, Member requests, Processing fees, Preparation of correspondence, Daily mail and supply management
- Provide a superior Member experience by responding to Members' inquiries and questions, posting transactions and the identification and promotion of products and services
- Ensure compliance related to policy and government legislation
- Maintain a current understanding of Banking industry standards and practices
- Preparation of Bank Confirmations and Credit Ratings
- Review Daily the Overdraft Accounts, Pay No Pay Reporting and Delinquent Accounts, investigating & preparing recommendations to the Account Managers
- Provide assistance with monthly reporting including creating and maintaining excel spreadsheets
- Ensure proper approvals have been obtained prior to reimbursing fees
- Balancing Fee Suspense GL on a Quarterly basis
- Ensure compliance related to Meridian policies and procedures and AML regulations
- Proactively identify areas requiring process improvements and take ownership for proposing creative solutions
- Interact regularly with third parties including Accountants, Government Offices, Suppliers and Meridian Branches and other Meridian Departments
What you can bring to Meridian:
- 3 years progressive office and Commercial administrative experience in a professional, financial, banking or like field
- Excellent organizational skills, problem solving and time management ability, and a commitment to a high degree of accuracy
- Strong working knowledge of Ovation, Encore, ACE/CRM and iLend
- Solid knowledge of Meridian products, policies and procedures and business practices
- Must be able to work independently with mínimal supervision, handle multiple priorities, exercise good judgment and act at all times with discretion, tact and diplomacy while maintaining confidentiality.
- Demonstrates creativity in developing and streamlining internal procedures and processes
- Strong verbal and written communication skills; must be confident in dealing with Members, external partners, and internal/external staff
- Positive team player, flexible in nature
- Commitment to values and service excellence
Experience the difference at Meridian:
What's in it for you?
- Opportunity to work within, create, and drive a culture of growth and innovation.
- Inspire a positive work environment and help champion quality service, innovation, teamwork to assist our Members.
- Learn voraciously, stretch you and your team's thinking, share your knowledge and educate others
- Cultivate winning relationships & building trust
- Share our commitment to productivity, effectiveness and operational efficiency.
- Be an agent of change, help others to embrace it and watch amazing things happen
- Help your community through a variety of outreach programs
Experience the Difference
Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.
We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
