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Small Business Coordinator

Seeing beyond numbers™

At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.

This role sits within Laurentian Bank.

Under the supervision of the Senior Manager, Client Experience, the incumbent will be responsible for “Small Business” (SB) clients in his/her region. He/She will be a key player in SB customer service in his/her region and will be responsible for document preparation, file compliance, and follow-up. The incumbent may also be assigned to special projects related to compliance, customer service, or certain SB-specific programs.

Responsibilities

Customer service

Provide first-level customer service by phone or email to SB clients in his/her region.
Efficiently answer calls and emails and provide courteous, high-quality service.
Handle SB client inquiries, follow up on open files and communicate directly with clients.
Identify and suggest products and services to meet the needs of SB clients or refer them to the appropriate business line (Business Services, LBS, Private Banking).
Help the branches in his/her region with SB client issues

Compliance

Prepare documentation related to opening, modifying or closing transactional products for SB clients and follow up on the processing of requests while meeting all quality standards.
Support and work with operational excellence sectors to resolve administrative or operational issues for clients.
Handle files related to periodic compliance updates.
Properly complete, update and archive all reports necessary for the required controls.
Perform all tasks of a similar or general nature requested by his/her superior or required for the position.

Qualifications

• College diploma (DEC) in business administration, accounting, or a related field
• Minimum 3 years of customer service experience, including at least 1 year working with commercial clients
• Basic knowledge of business financing an asset
• Good spoken and written communication skills (French and English)*
• Ability to manage and prioritize numerous competing requests
• Excellent customer service skills
• Enthusiasm
• Attention to detail
• Autonomy
• Drive
• Team spirit

*Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.

What Laurentian Bank has to offer you

The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.

Here are some of the key points of our offering:

The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.
Total compensation: Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.
Work model: We prioritize a hybrid work model based on business needs.
Stock purchase plan: Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.
Time off: In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees. As an extra perk, you also get a day off to celebrate your birthday.
Health and wellness: Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.
Group insurance and pension: We offer a competitive insurance program based on your family’s needs and a defined contribution pension plan to help prepare for your future.
Financial benefits: As a Laurentian Bank employee, you’re also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products. Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.

We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority. Join us for a rewarding career at Laurentian Bank.

Inclusion and Accessibility

At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.

We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

PIPEDA

We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

Small Business Coordinator

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