Banker Support Analyst

Job summary

Support corporate banking transactions and client servicing by creating and maintaining client and legal entity records, updating coverage assignments, and resolving data discrepancies. Process ongoing deal and organizational changes, respond to credit and transaction data inquiries, and contribute to operational controls, data quality, and process improvement initiatives.

Job details

Banker Support Analyst (Loan Transaction Coordination) Location: Montreal, QC, Canada Corporate Banking | Credit & Portfolio Management We are seeking a Banker Support Analyst to join a leading global financial institution's Corporate Banking team. This role will support corporate banking transactions, client data maintenance, credit-related activities, and operational processes within the Credit & Portfolio Management organization. Position Overview The Loan Transaction Coordination team serves corporate banking platforms across the Americas and focuses on: Supporting transaction execution and client servicing activities. Maintaining data integrity across internal banking systems. Managing operational, regulatory, compliance, and credit risk controls. Supporting complex corporate banking transactions and data management initiatives. Key Responsibilities New Deal Support Create and maintain client groups and legal entity structures. Attach/detach legal entities within banking platforms. Update client coverage and relationship manager assignments. Review newly opened accounts and identify data quality issues. Investigate and remediate data discrepancies and system feed breaks. Ongoing Deal Maintenance Process updates through internal banking systems to maintain accurate client records. Manage changes related to: Legal entity names Client coverage assignments Mergers & acquisitions Organizational restructures Duplicate entity remediation Support economic dependency linking between legal entities and business groups. Respond to inquiries related to: Credit lines Regulatory status Outstanding balances Fees Risk and transactional data requests Additional Responsibilities Support data collection and special projects. Identify process improvement opportunities. Collaborate with internal stakeholders to enhance operational efficiency. Participate in initiatives that strengthen controls, processes, and data quality. Required Qualifications Bachelor's Degree in Finance, Business, Economics, Data Analytics, or a related field. 1-3 years of experience within: Corporate Banking Commercial Banking Credit Operations Loan Operations Financial Services Knowledge of Corporate Credit processes and banking products. Strong analytical and problem-solving skills. Ability to work in a fast-paced environment with multiple priorities. Strong attention to detail and organizational skills. Preferred Skills SQL Python VBA Data Analysis Banking Operations Credit Administration Loan Administration Financial Reporting Preferred Backgrounds Candidates with experience in the following areas are encouraged to apply: Corporate Banking Analyst Credit Analyst Loan Operations Analyst Credit Operations Analyst Commercial Banking Analyst Banking Operations Analyst Credit Administration Specialist Portfolio Analyst

What you’ll do

Support corporate banking transactions and client servicing by creating and maintaining client and legal entity records, updating coverage assignments, and resolving data discrepancies. Process ongoing deal and organizational changes, respond to credit and transaction data inquiries, and contribute to operational controls, data quality, and process improvement initiatives.

Requirements

A bachelor's degree in Finance, Business, Economics, Data Analytics, or a related field and 1–3 years of relevant banking or financial services experience are required. Candidates should understand corporate credit processes and banking products and demonstrate strong analytical, problem-solving, organizational, and attention-to-detail skills; SQL, Python, and VBA are preferred.

Listed skills

• SQL · Preferred
• Problem solving · Preferred
• Regulatory Compliance · Preferred
• Attention to detail · Preferred
• Data analysis · Preferred
• Process Improvement · Preferred
• Python · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Corporate Banking
• Credit Operations
• Loan Operations
• Client Data Maintenance
• Data Integrity
• Credit Administration
• Banking Operations
• Data Analysis
• SQL
• Python
• VBA
• Analytical Skills
• Problem-Solving
• Attention to Detail
• Process Improvement
• Regulatory Compliance

Job areas

• Finance & Accounting
• Data & Analytics
• Administrative

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