Senior Client Solutions Analyst, Commercial Real Estate Banking - Montreal, QC

The Senior Client Solutions Analyst (SCSA) contributes to the overall success of Real Estate Banking, Canadian Commercial Banking, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. The role provides credit and administrative support to the Real Estate Banking team for the development and maintenance of a portfolio of loan and deposit accounts.

Requirements

• University or College degree with Finance, Accounting or Other Business Specialty background, or equivalent work experience
• Strong commitment to excellent client service and ability to work with clients to resolve issues in an amicable and prompt manner
• Strong organizational skills to co-ordinate and prioritize a number of concurrent requests
• Strong interpersonal skills to obtain agreements within Commercial Banking and partners
• Strong written and verbal skills (French and English)
• 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
• Good knowledge of fulfilment processes and roles of partners
• Knowledge of the Business Service Center, Enhanced Due Diligence Team and Cash Management teams is important
• Good knowledge of the Commercial Banking Distribution structure as well as role of other groups within Commercial Banking (Roynat, Real Estate, Leasing)
• Thorough knowledge of the applicable software and technology platforms for Commercial (e.g., Sales Force, Intralink, Lotus Notes)
• Good knowledge of the features and benefits of Commercial products and services
• Strong knowledge of Microsoft Office applications (in particular Excel)
• A high degree of flexibility to adapt to a wide variety of tasks