Commercial Credit Officer jobs at Bank Of America in Canada, Vancouver
Td Bank Trust Officer Canada, British Columbia, Vancouver
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Job Description:
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection tohighly personalized advice,and service to clients.Private Trustbuilds dynamic and long-lasting relationships withhigh net worthor transfer wealth according to the client's wishes for future generations.
Trust Officer, you will manage existing and newly referred estate,and agency accounts of varying complexity. You will thrive building andtrusted relationships with clients,and co-trustees.
In addition, you will:
-Build andrelationships with clients,and co-trustees, with responsibility for client profiling toneeds and manage sales and referrals
-Create anda comprehensive advice plan for clients with complex needs andthe requisite skills to advise in niche areas where appropriate.
and the economic and legal/regulatory environment, particularly as it affects the industry and applies to Private Trust clients
-Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrativeand partner documentation
-Stay ahead of emerging issues, trends and evolving regulatory requirements;
Job Requirements:
Undergraduate degree with over 5 years of industry experience
Working towards completion of Canadian Securities Course (CSC)
Working towards fulfillment of Trust and Estate Practitioner (TEP) designation is an asset
Professional designations such as MBA, CA, LLB, CFA (or other) desirable
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
These jobs might be a good fit
Bank Of America Commercial Credit Officer Canada, British Columbia, Vancouver
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Job Description
Assigned as a market or industry level resource, the Commercial Credit Officer (CCO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions. Guidelines for assignment of CCOs include specific criteria and is made at the discretion of the Commercial Credit Manager (CCM) in consultation with the Market Executive (ME). This role serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval process, loan documentation and closing. This role reports to the Commercial Credit Manager (CCM) and will be aligned to 1-3 Commercial Underwriters (CU), serving as a mentor/coach.
Requirements
The Commercial Credit Officer is responsible for:
- Provide expert level guidance and advice to assigned prospects and clients on debt products and capital structure in collaboration with subject matter experts in various different groups including Relationship Management, Investment Banking, Leveraged Finance, etc.
- Underwriting and structuring of complex credit transactions with minimal oversight
- Delivering financial, industry, economic and other analysis to facilitate decision making, while also ensuring adherence to credit policies, guidelines, and applicable regulatory requirements
- Involvement with monitoring activities/approvals
- Maintaining knowledge of other BofA products including Investment Banking and Treasury Management that have credit exposure, and leveraging product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect
- Responsible for reviewing & negotiating loan documentation
- Balancing analysis of clients and prospects and their industries, design and execution of credit solutions, and the active management of asset quality
- Client facing, the CCO collaborates with the Client Manager (CM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and deliver the bank to clients and prospects
Qualifications
- BS/BA degree
- Post graduate degree (CPA, CFA, MBA, etc.)
- 12+ years of solid experience in financial analysis, structuring, underwriting and portfolio management.
- Strong communication and analytical/technical skills, including financial accounting, modeling and loan structuring
- Responsible for reviewing & negotiating loan documentation
- Candidates must have Commercial Banking or Corporate Banking credit experience
- Excellent organization skills and ability to prioritize workload from diverse sources
- Able to manage multiple projects simultaneously while meeting associated deadlines
- Ability to clearly and convincingly articulate complex ideas and concepts
- Ability to learn and adapt in a fast-paced, changing environment
- Proficiency in MS PowerPoint, MS Excel and MS Word with experience in presentations writing and client analysis
These jobs might be a good fit
Job Description:
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection tohighly personalized advice,and service to clients.Private Trustbuilds dynamic and long-lasting relationships withhigh net worthor transfer wealth according to the client's wishes for future generations.
Trust Officer, you will manage existing and newly referred estate,and agency accounts of varying complexity. You will thrive building andtrusted relationships with clients,and co-trustees.
In addition, you will:
-Build andrelationships with clients,and co-trustees, with responsibility for client profiling toneeds and manage sales and referrals
-Create anda comprehensive advice plan for clients with complex needs andthe requisite skills to advise in niche areas where appropriate.
and the economic and legal/regulatory environment, particularly as it affects the industry and applies to Private Trust clients
-Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrativeand partner documentation
-Stay ahead of emerging issues, trends and evolving regulatory requirements;
Job Requirements:
Undergraduate degree with over 5 years of industry experience
Working towards completion of Canadian Securities Course (CSC)
Working towards fulfillment of Trust and Estate Practitioner (TEP) designation is an asset
Professional designations such as MBA, CA, LLB, CFA (or other) desirable
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
These jobs might be a good fit
