Financial Service Representative – Small Business Associate – at Sharons Credit Union
Position: Financial Service Representative (Small Business Associate)

Work hours: 37.5 hours per week (Full time, Permanent)

Wage: $36.40 per hour ($71,000 Annually)

Location: 1-405 North Road, Coquitlam, BC V3K 3V9 Sharons Credit Union

Benefit: Extended Health Care, Staff Discount Loan Rate, Pension Plan

Qualifications

Bachelor’s degree required in business administration, Accounting, Finance, or related field.

Minimum of 3 years of experience in the financial industry or small business lending or financial advisory roles.

Solid understanding of financial statements and financial ratio analysis, credit risk assessment, and loan structuring.

CSC (Canadian Securities Course), Business Lending Course, and Business Financial Statement Analysis Course completion or equivalent combination of education and experience is required.

Excellent communication and relationship-building skills.

English is required and proficiency in Korean is considered an asset.

At least 2 reference checks are required.

Responsibilities

Build and maintain relationships with small business members by responding to inquiries and providing information on commercial lending products and processes.





Support Commercial Account Managers with loan application preparation, credit submissions, renewals, and annual reviews by gathering financial and business information.

Process commercial loan applications and maintain accurate loan documentation, reports, and system records in compliance with internal policies and regulatory requirements.

Recommend and structure financing solutions based on clients’ business needs, cash flow, and risk considerations.

Participate in member relationship-building and business development activities, including outreach and networking initiatives.

Collaborate with internal teams to deliver efficient lending service and ensure a positive member experience.

Monitor outstanding and delinquent accounts and assist with collection and recovery activities in accordance with established procedures.

Maintain loan files and support internal and external audits by ensuring ongoing documentation accuracy and compliance.

Provide operational support and training to staff and perform other administrative duties as assigned.

How to apply: Please submit your resume by email at [email protected]

Only selected candidates will be contacted for an interview.

Sharons Credit Union

1-405 North Road, Coquitlam, BC V3K 3V9

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📌 Looking for a Financial Service Representative – Small Business Associate – at Sharons Credit Union (British Columbia)
🏢 Sharons Credit Union
📍 British Columbia