Position Overview

We are seeking a Banker Support Analyst to join the Loan Transaction Coordination team within Credit & Portfolio Management. This role supports Corporate Banking clients by assisting with new deal setup, ongoing transaction maintenance, data integrity, credit-related requests, and operational controls.

The ideal candidate will have a background in Finance, Business, Data Analytics, or Financial Services, strong attention to detail, and the ability to manage multiple priorities in a fast-paced banking environment.

Key Responsibilities

New Deal Support

- Support the setup of new client accounts and transactions.

- Create groups, attach/detach legal entities, update client coverage, and verify Relationship Manager assignments.

- Analyze newly opened account data and remediate deficiencies identified through data quality controls and feed breaks.

- Ensure accurate and timely completion of new deal-related activities.

Ongoing Deal & Data Maintenance

- Submit required forms through internal platforms to maintain data integrity across local systems.

- Maintain accurate information within global repository systems, including:

- Legal name changes

- Management entity amendments

- Client coverage updates

- Mergers and absorptions

- Duplicate record remediation

- Manage Economic Dependency relationships to link legal entities to appropriate Business Groups.

- Respond to inquiries related to credit lines, regulatory status, outstanding items, fees, and other referential, risk, and transactional data requests.

Controls & Client Support

- Provide first-level operational support and controls to help mitigate regulatory, compliance, operational, and credit risks.





- Support Corporate Banking teams with client relationship management and transaction execution activities.

- Research and resolve data discrepancies and transaction-related issues.

- Provide accurate and timely responses to internal stakeholders and business partners.

Process Improvement & Team Support

- Participate in data collection, reporting, and ad hoc projects.

- Identify opportunities to improve processes, controls, and team efficiency.

- Collaborate with team leaders and stakeholders to implement process improvements.

- Work effectively within a team while managing multiple priorities and tight deadlines.

Required Qualifications

- Undergraduate degree in Finance, Business, Data Science, Economics, or a related field preferred.

- 1–3 years of experience in financial services, preferably within Corporate Banking, Credit, Loan Operations, or a related environment.

- Understanding of Corporate Banking products and credit processes.

- Strong analytical and problem-solving abilities.

- Excellent attention to detail and data accuracy.

- Strong organizational and time-management skills with the ability to multitask.

- Ability to work effectively in a collaborative, rapid-paced environment.

- Strong written and verbal communication skills.

- Comfortable adapting to changing priorities and business requirements.

Technical Skills – Nice to Have

- Python

- SQL

- VBA

- Experience working with data repositories, financial systems, or internal banking platforms.

AI-enabled tools may be used to sort applications based on job-related criteria. All AI generated results are vetted by our team and the decision of which candidates move forward is always made by a human.

BEV123

📌 Banker Support Analyst (Montreal)
🏢 Bevertec
📍 Montreal