Job Description

Job Summary

Application Deadline: 05/12/2026

Address: 100 King Street West

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

  • Assists in preparing new business proposals or presentations to clients/prospects.
  • Assists in preparing for client meetings and account opening documentation.
  • Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
  • Performs client sales & service support activiti...

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