Job Posting Details

Commercial Account Manager, Aldergrove Credit Union

Location:Abbotsford, Langley, Mission, British Columbia
Posting Date:June 28, 2019
Closing Date:until filled
Employment Type:Full-time

We’re hiring a Commercial Account Manager!

Position Overview

As an advisor, the Commercial Account Manager (CAM) exemplifies what it means to deliver exceptional high-quality service to members and confidently grow and manage a portfolio of commercial members.

Building trust and loyalty is paramount, and the CAM does this by providing a high level of expertise in delivering financial solutions to members to enhance their overall financial well-being. Works collaboratively with all credit union and subsidiary staff to proactively network, build relationships and seek business development opportunities with members and non-members.

The CAM strives for excellence and plays a vital role in growing member relationships and making sound decisions and recommendations to support the growth and profitability of our credit union.

Key Accountabilities

Sales & Service Promotion

  • Maintain, manage and grow a portfolio of business members providing a full range of personal and commercial products and services
  • Interview business members, analyze financial statements to identify ability to service debt, ensure documentation is complete, negotiate pricing, terms and conditions, and approve credit facilities within assigned limits 

Member & Community Experience

  • Build member loyalty and trust by exercising sound judgement and thoughtful consideration in delivering an exceptional member experience
  • Establish relationships with members, non-members and business/community contacts in order to promote the credit union and grow our book of business

Employee Experience

  • Promotes teamwork and cooperation as a peer leader; act as a role model to share knowledge and skills to assist others
  • Gain support of peers and encourage collaboration to accomplish common goals

Risk Management

  • Maintain a thorough understanding of policies, procedures and statutory requirements as they relate to commercial credit activities
  • Evaluate securities and analyze commercial financial statements and various economic and commercial factors affecting loan viability in accordance with established policies, procedures and statutory requirements

Skills & Attributes

  • Passion for delivering exceptional member service and is dedicated to building strong member relationships; peer relationships and connections in the community
  • Committed to professional growth and is responsible for ensuring skills and knowledge are up to date to meet position requirements
  • Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally and in writing
  • Ability to quickly adapt to changing priorities and a willingness to tackle new challenges
  • Displays strong awareness of the financial services industry, keeps abreast of the changing environment and understands the components for organizational success
  • Acts as a trusted advisor to members/individuals, ensuring their financial well-being is top priority
  • Grows member relationships by actively listening and asking open ended questions to add value beyond members’ immediate requests
  • Demonstrates strong attention to detail and accuracy in completing work and providing information
  • Resolves complex issues with business members with ‘win/win’ solutions
  • Proven abilities in complex financial statement analysis, risk assessment and risk management
  • Subject matter expert in the commercial services area

Experience & Education

  • Five year progressive and diverse commercial lending experience
  • Experience granting credit in a range of business sectors as well as personal lending experience
  • Combined experience and post-secondary education in the areas that are directly related to financial service

Qualified applicants should identify how their skills and experience match our requirements and email their cover letter and resume to

We thank all applicants for their interest and only those applicants considered for an interview will be contacted.

Aldergrove Credit Union is a financial service cooperative located in the heart of the Fraser Valley. We proudly offer personal and commercial banking, insurance and financial planning solutions to our members and clients in the communities of Langley, Aldergrove, Abbotsford and Mission. Our Credit Union has approximately 115 staff serving 17,500 members and operates six branches, three insurance offices, and three financial planning offices. The strength of our credit union is a direct reflection of our commitment to our people, service to members, and growing our communities. For more information, visit