Elevate client services as a Credit Analyst I in Montréal with TD Wealth. Focus on helping High Net Worth clients through credit structuring and risk assessment.
You will report to the Regional Credit Manager, providing vital support to Private Bankers by structuring competitive credit requests and assessing risks. Your role supports an integrated approach to Wealth services as you ensure profitable and compliant solutions. Ideal candidates will have a customer-oriented approach and exceptional analytical skills.
Key Responsibilities:
• Structure and submit credit requests for new businesses
• Assess credit risks while complying with established regulations
• Engage with clients to improve overall service experiences
• Build knowledge of market trends and credit policies
• Support cross-selling strategies to enhance revenue
Requirements:
• 3–5 years’ experience in credit risk management
• Strong customer service focus with great communication ability
• ...