
Posted 9 hours ago
Senior Client Solutions Analyst, Commercial Real Estate Banking
Scotiabank
Requirements
University or College degree in Finance, Accounting, or Business, Strong knowledge of Onboarding, KYC, and AML processes, Proficiency in Financial Statement analysis and credit analysis, Fluency in French and English, Proficiency in Microsoft Excel, Knowledge of Salesforce and Intralink
Skills
AMLExcelSalesforce
About the role
Responsibilities
- Provide credit and administrative support to the Real Estate Banking team for the development and maintenance of loan and deposit portfolios.
- Assist Relationship Managers with annual reviews, new applications, and amendments.
- Manage client onboarding by collecting and documenting information required for KYC and AML regulatory compliance.
- Prepare credit files, funding checklists, and advance documentation, while liaising with solicitors for legal documents.
- Coordinate with internal partners to resolve escalated client challenges and process financial reporting.
- Conduct financial and credit analysis to support the preparation of credit proposals and recommendations.
- Identify opportunities to enhance client needs by providing referrals for ancillary products and services.
Requirements
- University or College degree in Finance, Accounting, Business, or a related field.
- Strong knowledge of Onboarding, Know Your Customer (KYC), and Anti-Money Laundering (AML) processes.
- Proficiency in financial statement analysis and credit analysis.
- Fluency in both French and English (written and verbal).
- Proficiency in Microsoft Office applications, particularly Microsoft Excel.
- Strong organizational and interpersonal skills to manage concurrent requests and collaborate with internal partners.
Preferred Qualifications
- Experience with Salesforce and Intralink.
- Knowledge of Business Service Center, Enhanced Due Diligence, and Cash Management teams.
- Familiarity with Commercial Banking distribution structures and real estate leasing.
About the Company
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management, and capital markets.
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Get started — it's freeSenior Client Solutions Analyst, Commercial Real Estate Banking
Scotiabank · Montreal
