Overview:

TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. Our client is a company who is a provider of banking and financial services. The company operates through two divisions, Retail Banking and Services, and Corporate and Institutional Banking

Position: Banker Support Analyst

Location: Montreal, QC, H3A 2A6

Duration: 5 Months

Job Type: Temporary Assignment

Work Type: Onsite

Job Description:

Business Overview:

Part of Credit & Portfolio Management Americas, Loan Transaction Coordination is a transversal team serving the CIB Americas Corporate Platform while focusing on three key missions:

- Serve as the first level of control to safeguard the Bank by applying effective, accurate and timely controls to address regulatory, compliance, operational and credit risks.
- Provide client service and transaction execution support to facilitate best-in-class solutions for our clients.
- Perform tasks requiring situational banker support, complex transaction management, and specialized sector knowledge.

Responsibilities:

- Provide situational banker/credit support for managing new and existing client relationships and execution of transactions for Global Banking- Corporate Clients.

As a Banker Support Analyst, employee would demonstrate the following competencies:

New Deal Support (includes but not limited to):

- Create groups, attach/detach legal entities, update the client coverage, and check for Relationship Manager's presence in recent accounts.




- Analyze the data behind the newly opened accounts and remediate the deficiencies flagged by RDQP as they relate to feed breaks.

Ongoing Deal Maintenance (includes but not limited to):
- Submit forms in internal platforms to preserve the integrity of the data in local systems.
- Preserve the integrity of the data in global repository system, including change of legal name, amendment of management entities and client coverage, merger, and absorptions/duplicates.
- Manage Economic Dependency to link a legal entity to a Business Group.
- Assist with all inquiries related to credit lines, regulatory status retrieval, outstanding, fees and any issues that arise regarding data requests (referential, risk, transactional etc.).

Additional Responsibilities:

- Assist with other data collection and ad hoc projects as needed.
- Responsible for fostering ideas proactively to improve the Loan Transaction Coordination teams, to efficiently achieve their missions and add value to the Corporate Platform.
- Engage with relevant team leaders and stakeholders and contribute to the implementation of these ideas as needed.

Preferred qualifications:

- Undergraduate degree with major in Finance/Business Analyst/Data science preferred.
- 1-3 years of experience in the financial services industry with knowledge in Corporate Banking products/Corporate Credit process.
- Coding & Analytical Abilities (Python, SQL, VBA) assets.
- Strong organizational skills with ability to multitask and meet tight deadlines.
- Demonstrated problem solving skills and flexibility in changing work environment.
- Work collaboratively within the team.
- Strong attention to details.

TekWissen Group is an equal opportunity employer supporting workforce diversity.

📌 Banker Support Analyst (Montreal)
🏢 Tekwissen
📍 Montreal