Job Description

Serve as a primary contact for loans, L/Cs, administrative and operational matters for a portfolio of customers. Assist the account officers for credit related issues (financials spreadsheets, usage of lines) as well as profitability analysis.


  • Fluency in English and French
  • Knowledge of financial analysis and of banking operations
  • Interest in developing business.
  • Courtesy with customers and ability to cooperate with other Bank personnel.
  • Keen attention to details.
  • Ability to work on projects without supervision.

Essential Duties


  • Give customers quotes for investments/loans.
  • Prepare investment/loan memos and ensure that the corresponding transaction is accurately booked.
  • Check DDA balances daily and inform account officer and/or customer in case of abnormal activity.
  • Upon instruction from customer, prepare transfer/FX vouchers and ensure that the transactions are accurately funded and booked.
  • Follow-up on receipt of confirmations.
  • Advise Money Market of any significant funds movement..
  • Take advantage of regular customer contacts to derive an impression of customers’ cash posture, sensitivity to interest rates, etc.
  • Prepare cover letters, General Resolutions, signature cards and other administrative documents, and follow-up on receipt from customers.
  • Provide operational department with credit availability (for transfer funding and paying of checks).
  • Prepare and promptly deliver Stop Payment forms.

Credit Related

  • Follow-up on receipt of financials
  • Input financial information in spreadsheets, Anafi, Fact…
  • Provide written or oral Credit References on customers upon request, ensuring that the information is maintained up to date.
  • Update of monthly/quarterly compliance sheets.

To apply for this job email your details to margaret@mjboyd.net