ANALYST, ONLINE CLIENT SERVICE

BDC; Montreal (administrative region); Hybrid; CAD 50,000 - 65,000; Full time

Job summary

A leading financial institution in Montreal is looking for an Analyst, Online Client Service to support Canadian entrepreneurs. This role involves providing personalized guidance and technical support through various channels while reviewing loan applications for accuracy. Candidates should possess strong analytical skills, excellent bilingual communication abilities, and a collaborative mindset. The position offers flexible work schedules and opportunities for career growth. Join a company recognized as one of Canada's Top 100 Employers.

Benefits

Flexible and competitive benefits

$750 wellness and health care spending account

Paid vacation and personal days

Opportunities for training and development

Qualifications

• 1-3 years of experience in customer service, technical support, and/or financial services.
• Genuine desire to help entrepreneurs succeed.

Responsibilities

• Provide personalized guidance and technical support to entrepreneurs.
• Act as a trusted advisor helping clients navigate BDC tools.
• Review and analyze loan applications for accuracy.

Skills

Strong analytical skills

Excellent communication skills in English and French

Ability to multitask and prioritize in a fast-paced environment

Proficiency in Microsoft Office

Education

College degree in commerce, administration, or related field

Bachelor (BBA) is an asset

Job description

We are banking at another level.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

• Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few

• In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1

• A hybrid work model that truly balances work and personal life

• Opportunities for learning, training and development, and much more...

Explore the BDC Way in our Culture Book

Location : Montreal area (must be available to be working 3 days per week from our Head Office)

POSITION OVERVIEW

At BDC, our mission is to help Canadian entrepreneurs build strong, thriving businesses. In this role, you will be at the heart of that mission, combining project analysis with exceptional client support.

As an Analyst, Online Client Service, you will be reporting to your Team Lead and:

• Provide personalized guidance and technical support to entrepreneurs through multiple channels (phone, email, chat, and digital platforms).
• Act as a trusted advisor, helping clients navigate BDC tools and services while delivering outstanding customer experience.
• Review and analyze loan applications to ensure accuracy and compliance.
• If you are passionate about supporting Canadian businesses and thrive in a dynamic, client-focused environment, this is your opportunity to make a real impact.

CHALLENGES TO BE MET

• Advice: Provide guidance on BDC’s products, tools and services.
• Referral: Refer potential applicants to relevant channels depending on the situation.
• Support: Respond to inquiries with professionalism and empathy, resolve technical issues, and guide clients through BDC’s digital tools before and during the application process.
• Problem Solving: Diagnose issues, propose solutions, and document resolutions according to established standards.
• Relationship Building: Maintain strong connections with internal teams and external partners to ensure seamless service delivery.
• Continuous Learning: Stay current on policies, trends, and regulatory requirements to provide accurate advice and promote BDC products and services.

WHAT WE ARE LOOKING FOR

• College degree in commerce, administration, or related field. Bachelor (BBA) is an asset.
• 1-3 years of experience in customer service, technical support and/or financial services.
• Strong analytical skills and attention to detail.
• Excellent communication skills in English and French (written and spoken).
• Ability to multitask and prioritize in a fast-paced environment.
• Proficiency in Microsoft Office and willingness to learn new software.
• A collaborative mindset and genuine desire to help entrepreneurs succeed.

Why You’ll Love Working Here

• Inclusive Culture: We value diversity and create an environment where everyone can thrive.
• Work-Life Balance: Flexible schedules and hybrid work options to support your lifestyle.
• Career Growth: Access to training, mentorship, and opportunities to advance within BDC.
• Impactful Work: Help Canadian entrepreneurs succeed and contribute to the growth of our economy.
• Recognition: Join one of Canada’s Top 100 Employers, where your contributions are celebrated.

Schedule: 7-hour shifts between 7:30 a.m. and 8:00 p.m. EST, Monday to Friday (rotating schedule).

Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at [e-mail].

While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.