Job Description
Join TD Wealth as a Credit Analyst in Montréal, Quebec, focusing on legendary experiences for Private Banking clients. Structure and assess credit while ensuring exceptional customer service and compliance.
This role, reporting to the Regional Credit Manager, involves supporting Private Bankers by structuring credit requests and assessing creditworthiness. You will play a key part in delivering custom financial solutions for Ultra High Net Worth and High Net Worth individuals. Solid analytical and communication skills are essential for interpreting credit policies and exceeding customer expectations.
Key Responsibilities:
• Structure credit requests and assess potential customers' creditworthiness
• Support Private Bankers in booking new business opportunities
• Ensure compliance with internal and external credit risk requirements
• Deliver exceptional customer service and improve client experience
• Assist in cross-selling produc...
This role, reporting to the Regional Credit Manager, involves supporting Private Bankers by structuring credit requests and assessing creditworthiness. You will play a key part in delivering custom financial solutions for Ultra High Net Worth and High Net Worth individuals. Solid analytical and communication skills are essential for interpreting credit policies and exceeding customer expectations.
Key Responsibilities:
• Structure credit requests and assess potential customers' creditworthiness
• Support Private Bankers in booking new business opportunities
• Ensure compliance with internal and external credit risk requirements
• Deliver exceptional customer service and improve client experience
• Assist in cross-selling produc...