Conseillerenprêtsprivés

## Accountabilities In this role, you will act as a key support pillar for private lending operations and concierge banking services, ensuring smooth execution of client requests and accurate handling of complex financial transactions. Process complex banking transactions such as wire transfers, fund movements, and payment requests for private banking clients Ensure accuracy, compliance, and timely execution of all client instructions across lending and banking activities Support inquiries related to loans, including renewals, payments, rate adjustments, and sub-account management Provide guidance on lending products such as mortgages and Manuvie One (M1) solutions Manage general account servicing requests including bill payments, account updates, Interac transfers, and credit-related inquiries Support account openings and documentation for personal and business banking needs with a tailored client approach Review and process fee waiver requests tied to operational or exception-based cases Act as a point of contact for advisors and clients when concierge banking advisors are unavailable Collaborate with internal teams across operations, advisory, and lending to ensure end-to-end service delivery Identify opportunities for cross-sell and contribute to continuous improvement of client experience Requirements This position requires strong financial services knowledge, excellent attention to detail, and the ability to manage complex client interactions in a remote, fast-paced environment. Experience in private banking, commercial banking, lending operations, or high-net-worth client servicing Strong understanding of lending products, banking operations, and financial transaction workflows Ability to manage complex and non-standard client requests with accuracy and efficiency Strong proficiency with Microsoft Office tools, including Microsoft Excel, Microsoft Word, and Microsoft Outlook Excellent communication skills with the ability to explain financial concepts clearly