28 Oct
|
Bank of China(Canada)
|
Toronto
28 Oct
Bank of China(Canada)
Toronto
Job Title: Associate, Commercial & Corporate Banking Services
Location:
Toronto, Ontario
Job Type
Full-time Permanent We are seeking an organized and detail-oriented Associate, Commercial & Corporate Services to provide administrative, coordination, and operational support to Relationship Managers within our Commercial and Corporate Banking Services team. The role supports key activities including client onboarding, documentation coordination, sales pipeline monitoring, account maintenance, and reporting, helping improve operational efficiency and client service. The successful candidate will work closely with Relationship Managers and internal stakeholders across KYC, Operations, Credit Management, Compliance, and Product teams to facilitate timely and accurate completion of administrative processes. This role requires robust organizational, communication, and stakeholder coordination skills, with a focus on documentation accuracy, effective follow-up, and maintaining established internal controls. What You Will Do
• Assist Relationship Managers with collecting, organizing, and conducting preliminary completeness checks of client onboarding and account-opening documentation.
• Coordinate onboarding packages with KYC, Operations, and other internal stakeholders, following up on outstanding documents, deficiencies, and pending requirements.
• Maintain onboarding status logs and provide timely updates to Relationship Managers.
• Update and maintain sales pipelines, call reports, opportunity trackers, and client records based on Relationship Manager input.
• Monitor opportunity timelines, follow up on pending actions, and consolidate pipeline information for management reporting and KPI tracking.
• Assist in collecting and organizing supporting documentation for credit applications, including financial statements, corporate documents,
and related materials.
• Support the preparation, filing, and internal system registration of credit submission packages, and coordinate follow-ups on outstanding documentation and approval conditions as instructed.
• Coordinate client meetings, including scheduling, logistics, presentation materials, meeting packages, and administrative correspondence.
• Liaise with KYC, Operations, Credit Management, Compliance, Product, and other support teams to facilitate administrative coordination and internal follow-up.
• Track outstanding internal requests, escalation items, documentation expiry dates, account maintenance requirements, and periodic review timelines.
• Maintain accurate and up-to-date client files, document repositories, internal systems, and databases.
• Prepare periodic reports, dashboards, trackers, and management updates as required.
• Escalate incomplete, overdue, or exceptional items to Relationship Managers and relevant stakeholders in accordance with established procedures.
• Ensure administrative activities are completed accurately, on time, and in accordance with internal procedures, confidentiality requirements, and delegated authority limits. What You Bring to the Table
• Bachelor's degree or diploma in Business Administration, Finance, Banking, Accounting, Economics, or a related discipline is preferred.
• 1–3 years of experience in banking, corporate banking support, administration, client service, operations, KYC/onboarding,
or a related setting is preferred.
• Experience in documentation coordination, reporting, stakeholder follow-up, and administrative support.
• Exposure to corporate banking, client onboarding, KYC, credit documentation, or customer service is an asset.
• Strong organizational, coordination, and follow-up skills, with excellent attention to detail and documentation accuracy.
• Proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
• Good written and verbal communication skills, with the ability to work effectively with internal stakeholders and clients.
• Ability to manage multiple priorities, meet deadlines, and maintain accurate records in a fast-paced workplace.
• Strong interpersonal skills, teamwork, and problem-solving abilities.
• Ability to handle confidential and sensitive information with professionalism and discretion.
• Ability to work independently within established procedures, delegated authority, and escalation protocols.
• Working knowledge of corporate banking processes, client onboarding, and internal controls is an asset.
• Proficiency in Mandarin Chinese is required to support regular business communication and coordination with Mandarin-speaking Head Office and cross-border stakeholders.
• Other duties as assigned. Bank of China (Canada) is committed to fostering an inclusive workplace where diversity is valued. We encourage qualified candidates from all backgrounds to apply. Please note that only candidates selected for further consideration will be contacted. Accommodation: Bank of China (Canada) is committed to providing accommodations throughout the recruitment process. If you require any accommodations, please contact the HR team, and we will be happy to assist.
📌 Associate, Corporate and Commercial Banking Services (Toronto)
🏢 Bank of China(Canada)
📍 Toronto