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Commercial Analyst

1 month ago

Victoria, Canada Island Savings, a division of First West Credit Union Full time

We are currently seeking a Commercial Analyst to join our Island Savings team. This position can work out of Victoria or Duncan, BC.

**Here’s what would be included as a part of your typical day**
- **Risk Management**:Completes annual reviews on commercial accounts and ensures all terms and conditions are satisfied including visiting business premises when required.
- **Sales and Service**:Reviews files to identify cross-selling opportunities and forwards to appropriate commercial banking advisors; addresses member/client complaints or concerns to the mutual satisfaction of all parties. Establishes and maintains relationships within the branch network and the business community and follows up on incoming referrals. Promotes the organization’s image within the community through participation in community initiatives and events. Reinforces relationship management and FW sales culture through support of in-branch and company wide campaigns and recognizing employee referrals.

**Required Skills, Experience & Qualifications**
- College, Trade or Tech School Diploma (2 years) in related field required
- Bachelor’s Degree in related discipline preferred
- 2 years sales and financial analysis experience or equivalent required
- Previous knowledge of lending policies, procedures, products, and services preferred
- Working knowledge of relevant legislation and statutory requirements influencing the granting and collection of commercial credit preferred
- Proven knowledge and skills in financial statement analysis and credit risk management
- Proven ability to manage change and identify and act upon continuous improvement opportunities
- Strong work ethic and demonstrated resourcefulness in execution of daily activities
- Advanced knowledge 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.