We are currently seeking a Commercial Analyst to join our team.

The Commercial Analyst is a trainee role for future commercial sales/lending roles and incumbents in this role do not have an option to remain in this role long term. An incumbent will spend approximately two (2) years in this role and once required skill and experience level is achieved will move into an available commercial sales/lending role. Responsibilities include provides administrative and analytical support to the commercial sales team; performs a variety of tasks that support the underwriting process for recent credit applications; conducts annual reviews on commercial accounts, analyzes financial statements, and completes analysis of industry and market data, as required. The incumbent will deal directly with commercial members once a sufficient level of skill and experience are achieved.

Here’s what would be included as a part of your typical day

Financial Analysis: Completes analysis of financial statements and identifies any potential issues or concerns. Researches industry reports and analyzes market data related to specific credit applications, as required.

Loan Review/Security: Reviews "offer of credits" and "loan security" generated from the application tool to ensure information is complete and accurate; reviews delinquency reports and connects with TBD and/or credit services to work on resolution.

Loans Origination Process: Completes required paperwork for new credit applications, ensuring all supporting documentation is in place and forwards to commercial expert for review and/or approval; ensures required information from financial statements is entered into loans origination system; completes letter of credit requests in loans origination system; and completes progress draw worksheets for construction loans and monitors loan disbursement requests.

Risk Management:



Completes annual reviews on commercial accounts and ensures all terms and conditions are satisfied including visiting business premises when required.

Sales and Service: Reviews files to identify cross-selling opportunities and forwards to appropriate commercial banking advisors; addresses member/client complaints or concerns to the mutual satisfaction of all parties. Establishes and maintains relationships within the branch network and the business community and follows up on incoming referrals. Promotes the organization’s image within the community through participation in community initiatives and events. Reinforces relationship management and Tru Cooperative Bank sales culture through support of in-branch and company wide campaigns and recognizing employee referrals.

Required Skills, Experience & Qualifications

College, Trade or Tech School Diploma (2 years) in related field required

Bachelor’s Degree in related discipline preferred

2 years sales and financial analysis experience or equivalent required

Previous knowledge of lending policies, procedures, products, and services preferred

Working knowledge of relevant legislation and statutory requirements influencing the granting and collection of commercial credit preferred

Proven knowledge and skills in financial statement analysis and credit risk management

Proven ability to manage change and identify and act upon continuous improvement opportunities

Robust work ethic and demonstrated resourcefulness in execution of daily activities

Advanced knowledge in Microsoft Office Applications, specifically MS Excel and Word

Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Job Info

Job Identification 3805

Job Category Commercial Banking

Posting Date 07/27/2026, 08:39 PM

Locations 8393 120th St, Delta, BC, V4C 6R1, CA

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📌 Commercial Analyst (North Delta Branch) (British Columbia)
🏢 First West Credit Union
📍 British Columbia