Advisor responsible for coordinating partner networks within Integration and IT Support at Desjardins. Involves implementing incentive programs and improving onboarding processes in Canada.
About the role
- Credit Manager responsible for managing complex credit books for high net worth clients in Private Banking. Ensuring credit quality and providing guidance on credit requests.
Responsibilities
- Accountable for ongoing management and administration of complex credit book in Private Banking
- Analyze and understand client financial information and assess relative strength against credit request
- Prepare credit applications and partner with Wealth Risk Management
- Manage existing complex credit book, focusing on expiries
- Provide credit structuring guidance to Private Banking Advisors
- Support leadership team in preparation of deal summaries on large credit requests
- Active engagement within Private Banking office, ensuring awareness of credit policy
Requirements
- Bachelor's degree from a recognized post-secondary educational provider, preference for business and/or finance
- Solid working knowledge of main credit principles for personal lending, high net worth clientele
- Solid working knowledge of main credit principles for commercial lending
- Knowledge and experience reading/interpreting/analyzing financial statements
- Knowledge of high net worth financial/estate planning concepts
- Strong computer literacy, including proficiency in Microsoft Office suite
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social recognition program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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