About the Role
Application Deadline: 06/07/2026
Address: 525 8th Ave SW East Tower
Job Family Group: Wealth Sales & Service
Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).
Responsibilities
- Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits.
- Prepares new business proposals or presentations to clients/prospects.
- Participates in activities for client meetings and account opening documentation.
- Assists with the development of client communications as required.
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