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.
Required Skills & 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.
- Prior work experience at client or in client's Industry.
Preferred Skills & Qualifications:
- Demonstrated problem solving skills and flexibility in changing work environment.
- Work collaboratively within the team.
- Strong attention to details.
Day-to-Day Responsibilities:
- Provide situational banker/credit support for managing new and existing client relationships and execution of transactions for Global Banking- Corporate Clients.
- Create groups, attach/detach legal entities, update the client coverage, and check for Relationship Manager’s presence in new accounts.
- Analyze the data behind the newly opened accounts and remediate the deficiencies flagged by RDQP as they relate to feed breaks.
- 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.).
- 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.
Company Benefits & Culture:
- Comprehensive benefits package.
- Opportunities for professional development and career growth.
- Inclusive and cooperative work environment.
For immediate consideration please click APPLY to begin the screening process with Alex.
📌 Banker Support Analyst (Montreal)
🏢 Artech
📍 Montreal
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