SENIOR OFFICER, CLIENT RELATIONSHIP
Core
Provide high-quality client service, prepare financing proposals and contracts, and support the BDC Financing team in resolving core issues for Canadian entrepreneurs.
Role type
Senior Client Relationship Officer (Financing Support)
Builds
Financing proposals, contracts, and client communication documents for BDC clients
Domain
Banking / Financial Services / Canadian Entrepreneurship
Deliverable
product features
Required skills
Client service, proposal preparation, contract management, risk rating assessment, portfolio development, marketing event organization, bilingual communication (French/English), MS Office proficiency
Preferred skills
Payables/receivables experience, vehicle access
Technologies
MS Office (Word, Excel, Outlook, One Note, Teams)
Responsibilities
Resolve basic client questions and escalate complex cases, prepare letters of intent and contracts, conduct pre-qualification and risk rating assessments, organize marketing events and campaigns, support the business development team
Seniority
Mid-level, hands-on IC