Client Success & Banking Ops Coordinator

Business Development Bank of Canada; Pointe-Claire; Hybrid; CAD 42,000 - 52,000; Full time

Benefits offered by this job

Hybrid work model

Wellness / health spending accounts

Competitive benefits

Job summary

Business Development Bank of Canada in Pointe-Claire is seeking an organized, customer-service oriented administrator to support Account Managers in financing activities. The role focuses on processing documents, maintaining records, and coordinating with clients to ensure a smooth client experience.

A hybrid work model balances work and personal life. Ideal candidates have 1–3 years in admin/support roles, strong MS Office skills, and excellent bilingual communication.

Qualifications

• Bachelor's degree in Business Administration or related field.
• 1 to 3 years of experience in administrative support or similar role.
• Demonstrated customer service orientation.
• Ability to organize, prioritize, and manage multiple tasks in a fast-paced environment.
• Ability to work independently and meet deadlines.
• Strong attention to detail and accuracy when preparing documentation and maintaining records.
• Demonstrated teamwork and collaboration skills.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
• Excellent written and verbal communication in French and English.

Responsibilities

• Provide high-quality support to Account Managers in delivering an excellent client experience.
• Respond promptly and professionally to client inquiries referred by Account Managers.
• Prepare letters, financing documents, proposals, contracts, and related paperwork.
• Ensure information is accurately entered into internal systems and documents are obtained and tracked.
• Follow up on outstanding documentation to support financing transactions.
• Participate in branch marketing initiatives and assist with events and communications.
• Collaborate with internal support teams and complete administrative activities via workflow processes.
• Support Account Managers in achieving business development objectives.
• Welcome suppliers and technicians and manage outgoing/incoming mail, including post office visits.

Skills

Customer service

Organization

Prioritization

Communication

Teamwork

Education

Bachelor's degree in Business Administration

Tools

Microsoft Office

MS Office

Job description

Business Development Bank of Canada in Pointe-Claire is seeking an organized, customer-service oriented administrator to support Account Managers in financing activities. The role focuses on processing documents, maintaining records, and coordinating with clients to ensure a smooth client experience.

A hybrid work model balances work and personal life. Ideal candidates have 1–3 years in admin/support roles, strong MS Office skills, and excellent bilingual communication.