Client Services Officer, Roynat - Montreal
3 weeks ago
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Contributing to the completion of credit applications by the Relationship Manager including the completion of various forms, collecting/spreading initial financial information, obtaining credit reports and supplier contacts.
- Contributing to client portfolio management by reviewing and obtaining required authorizations, gathering supporting documentation including property taxes, appraisals, insurance, environmental certificates and financial statements
Job description
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