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Senior Client Solutions Analyst, Real Estate Banking (Montreal, QC) | Analyst in Other Art & M1

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Senior Client Solutions Analyst, Real Estate Banking (Montreal, QC)

Location:
Montreal
Description:

Requisition ID: 183811 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Quebec Real Estate Banking team located in Montreal. The Senior Client Solutions Analyst “SCSA” provides the Relationship Managers & Director with support needed to service client requirements and new asks. This will include coordinating efforts with internal partners and directly reaching out to clients to address various activities such as resolution of escalated client challenges, collection/processing of financial reporting, satisfaction of funding requirements and onboarding needs, in addition to assisting and collecting information necessary to support them in their preparation of credit reviews, as instructed by the (Senior) Relationship Managers and enables them to make credit recommendations, conducting financial and credit analysis. In addition, the Senior Client Solutions Analyst supports the team with credit proposals. Key Accountabilities: Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Working closely with Client Relationship Managers, the SCSA is responsible for providing the following services to a portfolio of existing and prospective clients: Onboarding: Supporting the collection of information directly from clients and from various sources necessary to backss the client’s risk profile in order to ensure the Bank meets its regulatory requirements related to KYC, AML, etc. This includes contacting clients, sourcing internal/external sources/web sites, documenting information in Know Your Client documentation in various formats such as the Client Profile Information documents and responding to various internal Compliance groups. Client servicing escalations: Help resolve service-related matters raised by the client directly to the Client Relationship Managers. This responsibility. Visit ListedBuy for more information.
Company:
Scotiabank
Industry:
Real Estate
Posted:
April 28 on ListedBuy
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