Business Associate

4 weeks ago

Whistler, Canada BlueShore Financial Full time

**Business Associate**

This is an exciting opportunity to diversify your experience in financial services and join the Business Group at BlueShore Financial. This position is responsible for providing support to the Business Advisor in order to provide a premium level of service to assigned business clients. If you want to gain business banking experience and help serve our Sea-to-Sky business community, this is the role for you.

BlueShore Financial is a financial boutique with a dynamic team committed to helping our clients improve their overall financial well-being. Thanks to our innovative strategy, rooted in expert advice and expertise, we continue to sustain excellent financial performance and receive high client satisfaction scores that outpace our competitors.

Employee Type: Full Time

Schedule: Monday - Friday

Location: Whistler Branch (Sea-to-Sky region) - Hybrid role

**Key responsibilities of this role are**:

- Builds a strong partnership with the Business Advisors by establishing highly efficient administrative processes and relationship building techniques to ensure business growth and overall work quality.
- Effectively utilizes our Client Experience Management (CEM) system in providing a premium level of service to our business clients.
- Ensures accurate collection and recording of required business information in CEM for AML, KYC and marketing purposes.
- Processes client transactions efficiently and accurately, including opening new accounts, following up with deficiencies and administering changes to existing accounts. Responds to a variety of client requests as required.
- Performs administrative tasks to support Business Advisors and to maximize the group’s contribution and productivity. This includes administration/input of loans/mortgages, credit reviews, reporting, scheduling, and any other tasks related to portfolio management.
- Assists Advisors with sales and referral tracking and follows up on outstanding opportunities.
- Processes the Business Group’s Annual Line of Credit Reviews under supervision of the Advisors.
- Assists Advisors in the monthly LOC margin reporting process by collecting reports and assisting with completion of margin card.
- Liaises with other departments such as Credit Approvals, Legal, Lending Services, Real Estate Lending Group and Leasing as needed to provide a premium level of service to our assigned business clients.
- Assists Advisors with opportunities and preparation for proactive contacts. Completes proactive contacts as assigned.

**Qualifications and Experience**
- 2 years' experience in the financial services industry
- Basic understanding of lending practices and procedures
- Mobility to move between Sea-to-Sky branches
- Investment and credit sales experience an asset
- Knowledge of BlueShore Financial investment products/procedures and core banking products an asset
- Diploma or Degree in Business Administration/Financial Services an asset

**Pay Transparency**

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target range of this role is $56,000 - $65,000, plus competitive performance bonus. Employment offers are determined by knowledge, experience and internal equity.

**What BlueShore Financial can provide you**:

- 3 weeks' paid vacation to start, plus paid personal and wellness days
- Flexible work benefit
- A Performance Reward Program which pays a variable reward bonus recognizing the achievement of corporate, collaboration and personal goals
- Flexible benefits, pension, and banking discounts
- Career development opportunities

**What BlueShore Financial needs from you**:

- Recognize the strength that diversity, equity and inclusion brings
- Forge relationships with colleagues for strong collaboration
- Provide a premium level of service to all clients, internal and external
- Communicate effectively and professionally
- Exhibit a growth mind-set
- Strive for continuous learning
- Be a proactive thinker and problem solver
- Demonstrate digital excellence
- Be accountable for the risk responsibilities in your area

**Be Richly Valued.** At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

From the moment you walk into one of our Financial Spas, you’ll know you’ve arrived at a special place, where all the el

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