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- Employment type
- Contract
- Experience level
- Mid-level · 2+ years
- Minimum education
- Bachelor’s degree
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Mid-Senior level
- Application method
- Direct apply is available
Job summary
Support new and existing corporate client relationships by maintaining client, legal entity, account, and portfolio data, resolving data quality issues, and coordinating transaction-related operational and credit support. Respond to inquiries about credit facilities, balances, fees, and risk data while contributing to control effectiveness and process improvement initiatives.
Job details
📍 Location: Quebec, Montreal, Canada 💼 Employment Type: 6 Months Contract. About the Opportunity Join a dynamic team within Credit & Portfolio Management Americas - Loan Transaction Coordination, a critical function supporting the Corporate & Investment Banking (CIB) Americas platform. This team plays a key role in safeguarding the bank through effective risk controls, delivering exceptional client service, and providing specialized transaction management support across corporate banking operations. As a Banker Support Analyst, you will provide operational and credit support for both new and existing corporate client relationships, ensuring the accuracy, integrity, and maintenance of critical banking and client data while supporting transaction execution across the Corporate Banking business. Key Responsibilities New Deal Support Create and maintain client groups and organizational structures within internal banking systems. Attach and detach legal entities and update client coverage assignments. Validate Relationship Manager assignments for newly opened accounts. Analyze newly onboarded account data and resolve deficiencies identified through data quality reviews. Investigate and remediate system feed breaks impacting client and account data integrity. Ongoing Deal Maintenance Submit and manage requests through internal platforms to maintain accurate client and portfolio information. Update and maintain global repository systems, including: Legal entity name changes Client coverage modifications Management entity amendments Mergers, acquisitions, and duplicate record resolutions Manage Economic Dependency relationships between legal entities and business groups. Support inquiries related to: Credit facilities and credit lines Regulatory status information Outstanding balances and fees Risk, reference, and transactional data requests Additional Responsibilities Participate in data collection initiatives and special projects as required. Identify and recommend process improvements that enhance team efficiency, controls, and service delivery. Collaborate with team leaders and cross-functional stakeholders to implement improvement initiatives. Contribute to operational excellence while supporting a strong control environment. Qualifications Required Bachelor's degree in finance, Business Administration, Economics, Data Analytics, or a related field. 1-3 years of experience in financial services, corporate banking operations, loan administration, credit operations, or portfolio management. Knowledge of Corporate Banking products and Corporate Credit processes. Strong analytical and problem-solving abilities. Exceptional attention to detail and data accuracy. Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment. Strong interpersonal and collaboration skills. Preferred Experience working with banking data management, client onboarding, or credit support processes. Technical skills in Python, SQL, VBA, or data analytics tools. Familiarity with regulatory, operational, and credit risk concepts. Experience working with large datasets and financial systems. What We're Looking For ✔ Detail-oriented professionals who thrive in a control-focused environment ✔ Strong analytical thinkers with excellent organizational skills ✔ Team players who can collaborate effectively across multiple stakeholders ✔ Individuals passionate about process improvement and operational excellence ✔ Banking professionals eager to build expertise within Corporate and Investment Banking
What you’ll do
Support new and existing corporate client relationships by maintaining client, legal entity, account, and portfolio data, resolving data quality issues, and coordinating transaction-related operational and credit support. Respond to inquiries about credit facilities, balances, fees, and risk data while contributing to control effectiveness and process improvement initiatives.
Requirements
A bachelor's degree in finance, business administration, economics, data analytics, or a related field is required, along with 1–3 years of relevant financial services or banking operations experience. Candidates should understand corporate banking products and credit processes and demonstrate strong analytical, organizational, collaboration, and data-accuracy skills; Python, SQL, VBA, and data analytics experience are preferred.
Listed skills
- Client Onboarding · Preferred
- Attention to detail · Preferred
- Process Improvement · Preferred
- Python · Preferred
- SQL · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Corporate Banking Operations
- Corporate Credit Processes
- Loan Administration
- Credit Operations
- Portfolio Management
- Client Onboarding
- Banking Data Management
- Data Quality Analysis
- Data Remediation
- Risk Controls
- Analytical Problem-Solving
- Attention to Detail
- Process Improvement
- Python
- SQL
- VBA
Job areas
- Finance & Accounting
- Data & Analytics
- Administrative
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