Client Support Coordinator

2 weeks ago

SaintLaurent, Canada Business Development Bank of Canada Full time

No other bank is doing what we do.

At BDC, we help Canada and its entrepreneurs create a prosperous, inclusive and green economy. Our mission is to help Canadian businesses thrive by providing financing, capital and advisory services. We’re devoted to Canadian entrepreneurs. We’re also dedicated to our employees. Adaptable. Inspiring. Different. There’s a reason we like to work here, and we think you’ll like it too. Join BDC and help make a difference

Diversity. Equity. Inclusion. They’re more than just words for BDC. These concepts are foundational to our success and to our ability to attract, retain, mobilize and develop the right talent, as well as to offer a healthy, professional and collaborative environment. We are committed to cultivating and preserving an environment where all employees can thrive, and, for over a decade, we have been recognized as one of Canada's Top 100 Employers and one of Canada's Best Diversity Employers. In recruiting for our team, we welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, color, religion, disability, sexual orientation, beliefs, experiences, and more.

POSITION OVERVIEW

The incumbent is responsible for high quality customer service for the Financing team in matters regarding basic issues, preparing client proposals and all relevant documentation pertaining thereto (e.g., letters of intent, contracts, obtainment of signatures), as well as ensuring follow-up with clients. He/she/they also performs a variety of administrative tasks and provides support to the team.

CHALLENGES TO BE MET- Provide excellent customer service for Financing in the resolution of basic customer issues and escalate complex issues to senior team members.- Provide prompt, accurate and professional responses to existing clients and potential clients while ensuring adherence to policies, procedures and practices.- Prepare letters to the client/professionals based on the specific process (e.g., letter of intent, letter of offer, mandates to professionals, etc.) and/or develop client proposals/contracts ensuring that the information is accurate and entered into our system, all necessary documentation, requirements and signatures are prepared/obtained, forms are completed, and follow-up is performed.- Actively participate in the development of the portfolio by identifying opportunities for financing and developing value-added creative solutions to meet our customers' needs.- Perform pre-qualification and risk rating activities for Financing prospects/clients and conducting the initial interview with clients and other activities.- Proactively participate in branch marketing efforts by organizing events, campaigns and activities, preparing marketing communications, and providing premises/systems support.

WHAT WE ARE LOOKING FOR- Holder of a certificate or college diploma in accounting or in any other field deemed equivalent. A Bachelor's degree in business administration is an asset;- Customer service-oriented with a demonstrated ability to proactively listen, identify sales opportunities and solve problems;- Capacity to analyze and understand financial statements, a major asset;- Between 2-4 years of experience in a similar role;- Good organizational skills and the ability to prioritize and deal with a variety of situations on an ongoing basis;- Ability to work independently and meet critical deadlines;- Creative team player who is flexible, cooperative and demonstrates a desire to work within a team;- Demonstrated flexibility to adapt to a changing environment;- Working knowledge of MS Office (Word, Excel, Outlook);- Bilingual in French and English.

With us, you'll be able to achieve the work/life balance you're looking for, with competitive working conditions and above-market flexible benefits. This includes modern workspaces to work from when you are in our offices, and, for some specific positions, the ability to work remotely, on reserve, and/or within your community.

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