The Senior Client Solutions Analyst provides credit and administrative support to the Real Estate Banking team for the development and maintenance of a portfolio of loan and deposit accounts
Job Summary
The Senior Client Solutions Analyst provides credit and administrative support to the Real Estate Banking team for the development and maintenance of a portfolio of loan and deposit accounts.
This role is responsible for providing services to a portfolio of existing and prospective clients, including onboarding, new credit processing, and financial analysis.
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Matching Summary
The Senior Client Solutions Analyst provides credit and administrative support to the Real Estate Banking team for the development and maintenance of a portfolio of loan and deposit accounts.
Skills & Requirements
Must-have
Credit and administrative support
Client onboarding and KYC
Financial statement analysis
Credit analysis and risk management
Microsoft Office Suite proficiency
Nice-to-have
Customer-focused culture
High-performance environment
Process improvement suggestions
Flexibility and adaptability
Key Requirements
University or College degree in Finance, Accounting or Other Business Specialty or equivalent work experience
Strong knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes
Strong knowledge of Financial Statements and credit analysis
Strong knowledge of credit structures and applicable risk management
Thorough knowledge of applicable software and technology platforms for Commercial
Strong written and verbal skills (French and English)