Business Operations Coordinator
2 weeks ago
Job Summary:
The Business Administrator provides exceptional member experience by delivering personalized service, promoting credit union products and services, and offering administrative support to the Business Lending team.
Key Responsibilities:
- Greet members and potential members, responding to inquiries on basic credit union products and services.
- Resolve member problems and concerns, referring complex issues to the appropriate person or department.
- Refer members to appropriate staff members and departments as necessary.
- Administer and process specialized accounts, such as business memberships and accounts, online banking, and credit card applications.
- Act as the member point of contact for CAFT.
- Prepare bank confirmations and assist with credit card applications.
- Solicit new members and foster business development through service excellence, product knowledge, and teamwork.
- Provide administrative support and assistance to the Business Loan department.
- Process all required reports and documentation efficiently and accurately, ensuring deadlines are met.
- Maintain open communication and cooperation with other staff to ensure a friendly and efficient work environment.
- Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security, and fraud prevention.
Requirements:
- Grade 12 diploma or equivalent.
- Business Administration or other post-secondary education would be considered an asset.
- Previous customer service experience.
- Demonstrated desire to serve others in a friendly and professional manner.
- Ability to identify and willingness to act upon sales and service opportunities.
- Strong interpersonal and communication skills, both verbal and written.
- Attention to detail with high degree of accuracy.
- Ability to work in a fast-paced environment and perform well under pressure.
- Ability to prioritize using sound judgment to make timely and effective decisions.
- Knowledge of Access Credit Union's products and services.
- Ability to follow standardized policies and procedures.
- Knowledge of risk management within the financial industry.
- Proficient computer skills.
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