As a Commercial Account Manager I, you will be responsible for:

• Managing and maintaining the portfolio of commercial and agricultural members.
• Developing and maintaining relationships with members as well as pursues new members through referrals, business

  development, and contacts in the community.

• Granting loan applications such as lines of credit and overdrafts within approved lending limits.
• Providing individualized financial counseling (such as debt consolidations) and information to members on loans services and

  deposit products offered through the credit union; understanding and using knowledge of member’s financial condition to

  effectively position the value of products and services.

• Conducting credit investigations, security inspections and searches as required; preparing releases of security on paid out loans;

  interpreting loan reports and identifying further action required to address problem areas such as pending delinquency.

• Following up on delinquent accounts as directed by Collections using established collections policies, documents contacts and

  outcomes; referring unresolved situations to senior staff for further action.

• Cross-selling all credit union products (including insurance services); soliciting new members and fostering business development

  through service excellence and product knowledge.

• Participating in the development and supporting achievement of sales targets and marketing plans.

• 3 – 4 years experience in customer service or administrator role.
• 1 – 2 years experience in managing accounts is an asset.
• Previous lending experience would be considered an asset.
• Completed a relevant certificate, diploma, degree or designation program.
• Strong computer skills in Microsoft Office applications and willingness to learn other programs.
• Excellent communication skills; both written and verbal.
• Excellent critical thinking, problem solving, and leadership skills.

• Effective business development skills.

Community Profile:

• Population of 1200+.
• Strong community spirit with lots of facilities including a golf course, curling rink, pool, arena, tennis courts, and playgrounds.
• Access to a health centre with 24/7 emergency department.
• Conveniently located near Starthmore and Brooks.
• Lots of town history with strong agriculture and oilfield industry presence.

  Learn more about this position and other opportunities at www.connectfirstcu.com/careers

  Please submit resumes to:

  HREmployment@connectfirstcu.com