Banker Support / Loan Transaction Coordination

Tittle: Banker Support / Loan Transaction Coordination Location: Montreal, QC Duration: 06 months Business Overview: 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. Responsibilities: Provide situational banker/credit support for managing new and existing client relationships and execution of transactions for Global Banking- Corporate Clients. As a Banker Support Analyst, employee would demonstrate the following competencies: New Deal Support (includes but not limited to): 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. Ongoing Deal Maintenance (includes but not limited to): 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.). Additional Responsibilities: 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. Preferred 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. Demonstrated problem solving skills and flexibility in changing work environment. Work collaboratively within the team. Strong attention to details.

Provide situational banker and credit support for managing corporate client relationships and executing loan transactions. Ensure data integrity within global repository systems and perform first-level controls to mitigate regulatory and operational risks.

Requires a bachelor's degree in Finance, Business Analysis, or Data Science with 1-3 years of experience in financial services. Proficiency in Python, SQL, or VBA is considered an asset along with strong organizational skills.

• Data analysisPreferred

Identified from the job description. Confirm important requirements above.

• Corporate Banking
• Corporate Credit Process
• Python
• SQL
• VBA
• Data Analysis
• Transaction Management
• Risk Control
• Client Relationship Management
• Regulatory Compliance
• Problem Solving
• Multitasking

• Finance & Accounting
• Data & Analytics
• Customer Service & Support
• Administrative

Minimum education

Bachelor’s degree

Minimum experience

2+ years

Apply by

Aug 30, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Not Applicable

Application method

Direct apply is available