Business Banking Clerk

6 months ago


St Catharines, Canada FirstOntario Credit Union Full time

**Why FirstOntario?**

FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial institution dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to loans and mortgages and highly qualified investment advice. Our Membership does more than save you money on fees, it also makes you an Owner. At FirstOntario, we believe the best way to ensure our success is by supporting the communities we serve. That's why our policies include volunteering our time, talent and resources to worthy local causes and events. It's also why we reinvest our profits in the same places they're earned, and why we sponsor programs that promote financial literacy and economic development.

**Job Overview**

Business Banking Clerk supports the corporate strategy by administering Business loans with the objective of supporting the Business Banking Group for FirstOntario. As a key member of the Business Banking team, this position plays an important role in the achievement of department revenue budget maintenance and risk mitigation. The Business Banking Clerk will provide administrative support to the Business Banking Group and Business members. The role will assist in reaching department goals and objectives and develop strong positive images with our members and the community.

**Primary Duties and Responsibilities **Operations**:
1. Provide administrative support to Business Banking Group, branches and other departments /divisions and Members as required.
2. Answer inquiries or direct Members to appropriate staff for prompt and professional response.
3. Receive, distribute and audit various commercial reports.
4. Execute business correspondence as required.
5. Prepare the monthly Business Sales Reports.
6. Filing of documentation both physically and electronically.
7. Provide business related information to other departments as required.
8. Adhere to standards of operation, policies and procedures
9. Assist and relieve other Business Banking positions as required.
10. Key Business Banking loans onto the system, complete loan status reports and posting entries as required
11. Keep informed of, and be willing to implement, new concepts which may improve the operating efficiency of the department.
12. Cultivate and maintain productive professional relationships with existing and potential members to generate goodwill for the credit union.

**Organizational Competencies**
- Sales & Service Orientation _
Committed to serving and satisfying the needs of the external and internal members/clients through the delivery of superior value while building, strengthening and maintaining long-term relationships.
- Continuous Learning _Demonstrates the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development.
- Organizational Effectiveness _
Ability to understand the organization's strategic direction, how decisions impact the business, and how to strive to improve organizational performance.
- Ethical Behaviour _
Ability to demonstrate integrity, credibility, confidentiality and responsibility in all member/client interactions.
- Communication _
Demonstrates the ability to receive and understand information, and respond verbally or in writing when interacting with others _Functional Excellence _Demonstrates the knowledge and technical expertise of products and processes and their use in delivering quality member/client services
- People Management _(Managers and Leaders) Building partnership with employees by providing leadership, a positive work environment and regular performance management and coaching, to individuals and teams to achieve organizational goals.

**Job Specifications and Technical Requirements**
- Grade 12 and/or equivalent
- Must have excellent communication and interpersonal skills.
- Must be able to work well with mínimal supervision
- Must be capable of working as a team player, willing to assist other staff as required
- Positive attitude, knowledge, understanding and skill in working in a fast paced, time sensitive, deadline oriented environment.
- Strong organizational, time management, problem solving and prioritizing skills
- Detail oriented individual with solid foundation of organizational skills.
- Demonstrated customer service excellence;
- Ability to write business correspondence coherently and professionally;
- Thorough competency with MS Office (Word, PowerPoint, Excel), Microsoft Outlook and ability to use/learn banking and document storage software quickly and efficiently;
- Basic knowledge of general banking operations, systems and processes;
- A team player that will support the success of the Commercial business in any capaci



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