Senior Client Solutions Analyst, Commercial Real Estate Banking - Montreal, QC

About the Role The Senior Client Solutions Analyst (SCSA) contributes to the overall success of Real Estate Banking within Canadian Commercial Banking, ensuring specific goals and initiatives are executed in support of the team’s business strategies and objectives, while ensuring regulatory compliance. The Sr. CSA provides credit and administrative support for the development and maintenance of a portfolio of loan and deposit accounts and assists Relationship Managers with annual reviews, new applications and amendments. What You'll Do

• Provide credit and administrative support for the Real Estate Banking portfolio, including the development and maintenance of loan and deposit accounts.
• Assist Relationship Managers with annual reviews, new applications and amendments; ensure required reports are received and analyzed in accordance with loan commitment conditions.
• Review all new credits for prefunding conditions and reporting requirements; set up files and a diary system for new and existing credit facilities.
• Coordinate the completion of all documents required for Global Transaction Banking products and services (e.g., current accounts, RDC, KYC documentation); follow up and rectify security defects on the BSC Defect List.
• Onboarding: support the collection of information directly from clients and from various sources to assess the client’s risk profile to meet regulatory requirements related to KYC, AML, etc.; contact clients and document information in Know Your Client records.
• Collaborate with the Director and Associate Director to deepen client relationships and deliver a range of services to a portfolio of existing and prospective clients. What We're Looking For
• Experience providing credit and administrative support within Real Estate Banking or related commercial banking areas.
• Knowledge of regulatory requirements related to KYC and AML; ability to gather, verify and document information accordingly.
• Ability to coordinate documents for Global Transaction Banking products and services and maintain organized files and diaries.
• Strong customer-focused approach to deepen client relationships and leverage broader bank relationships and internal systems.
• Ability to work with Relationship Managers and senior leadership to service a portfolio of existing and prospective clients.