Private Lending Officer - Remote

Overview

The Private Lending Officer is a senior relationship and service position focused on the delivery of banking solutions to high-net-worth clients, ensuring a high level of service and maintaining security files.

In Short

• Deliver banking solutions to high-net-worth clients.
• Ensure high standards of client service and satisfaction.
• Administer loan and deposit business.
• Maintain accurate records for compliance and audit.
• Identify process and product enhancements.
• Work collaboratively within the relationship management team.
• Respond to client queries and needs.
• Utilize strong analytical and problem-solving skills.
• Support sales and closing of lending cases.
• Participate in a flexible and inclusive work environment.

Requirements

• 5+ years of banking experience, preferably in high-net-worth sectors.
• Post-secondary education or equivalent experience.
• Excellent knowledge of banking operations and systems.
• Proficiency in Excel, Word, PowerPoint, PowerBI, and Salesforce.
• Superior client experience and interpersonal skills.
• Bilingual proficiency in English and French preferred (Ontario).
• Strong organizational skills and attention to detail.
• Ability to influence and collaborate with teams.
• Adaptability to changes and technology.
• Achievement-oriented with strong networking skills.

Benefits

• Customizable health, dental, and mental health benefits.
• Retirement savings plans with employer matching.
• Generous paid time off program.
• Employee assistance plans.
• Support for well-being and inclusion initiatives.
• Incentive programs tied to performance.
• Flexible work environment.
• Financial education and counseling resources.
• Opportunities for career growth and development.
• Recognition for achievements and contributions.