Coordinator
2 weeks ago
Seeing beyond numbers
**TM**
At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 3,000 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.
The Coordinator is responsible for servicing clients within our owner-occupied lending group. Supporting both the Senior Sales Manager (SM) and the Portfolio Manager (PM), the Coordinator is responsible for preparing documentation, ensuring compliance, scheduling appointments and following up on inquiries and requests. The position reports directly into the Assistant Vice President (AVP), Commercial (Ontario). This position will be based in our Toronto office.
**Responsibilities**:
Client support
Acts as a contact person for existing/new clients
Ensures all relevant documents are signed per the Bank's internal policies
Notifies promptly SM and/or PM of any arising issues with clients
Ensures that customer files are complete; Bank's compliance requirements are met
Ensures clients receive the proper training/support on the Bank's various IT platforms/tools (granting access, making changes, terminating accounts). The actual training is done by the respective departments
Ensures clients have proper access, in a timely manner, to the Bank's various services (Visa and Debit cards, Direct Deposit, Internet banking, etc)
Focuses on customer satisfaction and retention
Coordination and administration
Review client files and verify data integrity
Review clients' authorized signatories and make sure they are up-to-date
Review all compliance reports, including reports on irregularities, uncollected fees, reporting delays. Notifies promptly SM/PM of any irregularities
Follow up with clients re. reception of reporting packages
Follow up and process documents re. opening of client files
Work collaboratively with SM/PM to resolve administrative/operational issues
Supports SM/PM by performing administrative, operational duties
Carries out any other similar or general tasks requested by the SM/PM.
Participates in various projects and initiatives involving different internal stakeholders
Provide clients and users with support and training regarding the use of the Bank's IT platforms and tools (access, changes, termination)
**Qualifications**:
Bachelor's degree in administration, accounting, finance or a related field
Experience with commercial clientele an asset
Basic knowledge of commercial financing operations
Ability to manage and prioritize simultaneous requests
Excellent customer service skills
Thoroughness
Autonomy
Drive
Team player
Problem-solving skills
**Additional Information**:
Equity, Diversity & Inclusion
Accessibility
Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.
PIPEDA
We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.
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