Business Banking Analyst

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Business Banking Analyst – Virtual – Bilingual based in Canada.

• Interact with business clients and internal partners by phone, email, and video conferencing to coordinate account maintenance, changes to account information and signing authorities, and servicing of existing cash management products.
• Deliver knowledgeable, resourceful, and professional client interactions while accurately documenting servicing activities in the appropriate systems and tools.
• Investigate client questions and concerns, provide appropriate solutions, and escalate issues to leadership or relevant internal teams when required.
• Capture and validate client financial information accurately and ensure that required documentation is complete and aligned with applicable policies and procedures.
• Apply appropriate due diligence when supporting credit recommendations or product sales and ensure client interactions comply with requirements related to anti-money laundering, legal and reputational risk, risk management, and professional conduct.
• Assist internal partners with administrative activities, non-sales calling campaigns, client outreach, initiatives, projects, and AML remediation activities.
• Recognize potential client needs and opportunities and refer them to business advisors or the appropriate internal specialists.
• Promote digital banking solutions by explaining alternative ways to bank and helping clients understand and use ATM, mobile, and business banking technologies.
• Validate digital business onboarding applications across business banking, personal banking, and premium client segments.
• Support client and branch needs through a rotating schedule within operating hours of Monday to Friday from 8:00 AM to 8:00 PM EST and Saturday from 10:00 AM to 6:00 PM EST.

• Well-developed knowledge of business banking products and services, including lending, cash management solutions, GICs, and banking centre services.
• 1–2 years of experience in a professional, fast-paced sales and service environment, preferably within financial services, client service, or a client contact centre.
• Fluency in both French and English, with the ability to communicate effectively with clients and internal partners in both languages.
• Strong commitment to understanding client needs, identifying appropriate solutions, and delivering a consistently high standard of service.
• Strong interpersonal communication, active listening, and presentation skills, with the ability to build productive relationships across different audiences.
• Ability to accurately maintain client files, validate financial information, follow established procedures, and exercise sound judgment when handling sensitive client and financial information.
• Ability to develop strong professional networks and collaborate effectively with business advisors and other internal partners.
• Curiosity and willingness to continuously develop knowledge of financial products, services, technologies, and client needs.
• Demonstrated commitment to trust, teamwork, accountability, professionalism, and responsible client service.
• Ability to work independently from a secure, dedicated workspace with a door that limits noise and distractions.
• Reliable wired internet connection capable of supporting high-quality calls, with a minimum download speed of 15 Mbps and upload speed of 10 Mbps. Satellite internet is not permitted.
• Ability to attend the primary work location within two hours' notice when required for business purposes.
• Willingness to work rotating hours based on client and branch schedules, including occasional Saturday shifts.

• Regular full-time position with a standard schedule of 37.5 hours per week.
• Primarily remote work with the flexibility to perform activities virtually, while maintaining occasional on-site availability when required.
• Competitive salary and incentive pay.
• Access to employee banking benefits.
• Employee benefits program, subject to applicable plan terms and conditions.
• Retirement support.