Job Description

We are seeking a Banker Support Analyst to join the Loan Transaction Coordination team within Credit & Portfolio Management. This role supports Corporate Banking clients by assisting with new deal setup, ongoing transaction maintenance, data integrity, credit-related requests, and operational controls.

The ideal candidate will have a background in Finance, Business, Data Analytics, or Financial Services, strong attention to detail, and the ability to manage multiple priorities in a fast-paced banking environment.

Key Responsibilities

New Deal Support

• Support the setup of new client accounts and transactions.

• Create groups, attach/detach legal entities, update client coverage, and verify Relationship Manager assignments.

• Analyze newly opened account data and remediate deficiencies identified through data quality controls and feed breaks.

• Ensure accurate and timely completion of new deal-related activities.

Ongoing Deal & Data Maintenance

• Submit required forms through internal platforms to maintain data integrity across local systems.

• Maintain accurate information within global repository systems, including:

  • Legal name changes

  • Management entity amendments

  • Client coverage updates

  • Mergers and absorptions

  • Duplicate record remediation

• Manage Economic Dependency relationships to link legal entities to appropriate Business Groups.

• Respond to inquiries related to credit lines, regulatory status, outstanding items, fees, and other referential, risk, and transactional data requests.

Controls & Client Support

• Provide first-level operational support and controls to help mitigate regulatory, compliance, operational, and credit risks

• Support Corporate Banking teams with client relationship management and transaction execution activities.

• Research and resolve data discrepancies and transaction-related issues.

• Provide accurate and timely responses to internal stakeholders and business partners.

Process Improvement & Team Support

• Participate in data collection, reporting, and ad hoc projects.

• Identify opportunities to improve processes, controls, and team efficiency.

• Collaborate with team leaders and stakeholders to implement process improvements.

• Work effectively within a team while managing multiple priorities and tight deadlines.

Required Qualifications

• Undergraduate degree in Finance, Business, Data Science, Economics, or a related field preferred.

• 1–3 years of experience in financial services, preferably within Corporate Banking, Credit, Loan Operations, or a related environment.

• Understanding of Corporate Banking products and credit processes

• Strong analytical and problem-solving abilities.

• Excellent attention to detail and data accuracy.

• Strong organizational and time-management skills with the ability to multitask.

• Ability to work effectively in a collaborative, fast-paced environment.

• Strong written and verbal communication skills.

• Comfortable adapting to changing priorities and business requirements.

Technical Skills – Nice to Have

• Python

• SQL

• VBA

• Experience working with data repositories, financial systems, or internal banking platforms.

AI-enabled tools may be used to sort applications based on job-related criteria. All AI generated results are vetted by our team and the decision of which candidates move forward is always made by a human.

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