Analyst - Corporate Banking

2 months ago

Regina, Canada HSBC Full time

-Job description

Opening up a world of opportunity.

We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses.

We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities.

Commercial Banking

Our global reach and expertise help domestic and international businesses around the world unlock their potential. Our customers range from small and medium-sized firms focused primarily on their domestic markets, through to large companies operating globally. Our services include working capital, term loans, payment services and international trade facilitation.

About the role

The role holder will assist the Relationship Manager in the delivery of a professional relationship management service to customers, prospective customers and professionals. This supports the bank’s long-term strategy of establishing and maintaining long term relationships with businesses, identifying needs, delivering solutions to meet those needs and providing an excellent customer service. The role holder will maximise efficiency so the Relationship Manager can focus on growing income.

The jobholder will play a direct role in identifying and meeting existing and prospect customer needs, delivering value to the customer and ensuring that we treat customers fairly in all that we do. Provide tailor-made service to the customers leading to a strengthening of key relationships. In the absence of the Relationship Manager, the role holder will act as the focal point within the area for products and services thereby ensuring HSBC’s business banking proposition remains a key, positive differentiator.

The Sales and Credit Support role is to proactively support the Relationship Manager (RM) in the optimisation of their contribution towards the Commercial Banking Annual Operating Plan, build sustainable client relationships to improve client engagement and triage product sales opportunities, and coordinate product fulfilment. The role holder will maximise efficiency so the Relationship Manager can focus on growing income

**Responsibilities**:

- Support the Relationship Manager in ensuring we identify customer needs correctly
- Assist in the delivery of solutions, products and services appropriate to meet customer need
- Help to improve customer engagement
- To treat customers fairly in all aspects of strategy, product design & delivery, sales processes, customer literature & correspondence, financial promotions, administration and complaint handling.
- Maintaining excellent communication with key colleagues to ensure a seamless and joined up approach and timely delivery of production for the Relationship Manager and Client.
- Maintaining excellent communication with Group colleagues to ensure a joined up approach to identifying cross border opportunities where these meet customer needs
- Acting as the primary point of contact for customers and colleagues in the absence of the Relationship Manager
- Work as an integrated member of the team
- Act as a point of reference for internal colleagues and support both new and existing colleagues
- Working with colleagues and relevant departments as appropriate to ensure that all documents are processed in a timely manner
- Working with the Relationship Manager to promote HSBC’s global capabilities internally and, where appropriate, to external agencies such as Key Business Introducers, Chambers of Commerce and other related organisations
- Preparing presentations where necessary
- Facilitating referrals from both existing customers and own network
- Work in partnership with colleagues across the HSBC network to deliver exceptional standards and quality of service
- Promote an environment that supports diversity and reflects the HSBC brand.
- Adhere to structures and processes in place for the management of credit, operational, reputation and regulatory risk.
- Ensure credit and operational quality is not compromised in the pursuit of income
- Ensure operational losses and fraud are minimised
- Respond within agreed timelines to issues raised by audit and external regulators.
- Ensure timely and accurate maintenance of customer information, including Know Your Client requirements in Group systems
- Resolve any/all identified issues promptly, and escalate concerns to management as appropriate to ensure timely awareness of any material concerns.
- Maintain awareness of operational risk within assigned portfolio and minimise the likelihood of it occurring including its identification, assessment, mitigation and control, loss identification and reporting.
- Protect sensitive customer and bank information by ensuring documents, computers, files, and all confidential matters are appropriately handled as set forth by policy.
- Compliance with and management of sal

  • Corporate Strategy Analyst

    2 months ago

    Regina, Canada Information Services Corporation Full time

    Company Name: Information Services Corporation - Location: Regina, SK - Requisition ID: JR0000485 - Status: Permanent, Full-time - Job Close Date: February 16, 2024 We are ISC, an industry leading employer with a global presence. We provide registry and information management services for public data and records to our customers. Our mission of putting the...

  • Analyst, Regulatory Reporting

    3 days ago

    Regina, Canada EQ Bank | Equitable Bank Full time

    **Join a Challenger** Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing...

  • Financial Analyst

    2 months ago

    Regina, Canada Information Services Corporation Full time

    Company Name: Information Services Corporation Location: Regina, Saskatchewan Status: Full-time Permanent Job Close Date: March 10th, 2024 We are ISC, an industry leading employer with a global presence. We provide registry and information management services for public data and records to our customers. Our mission of putting the right information in...

  • Financial Admin Business Systems Analyst

    6 days ago

    Regina, Canada City of Regina Full time

    **Openings**: 1 **Type of Posting**: Internal & External **Location Name**: City of Regina, Regina, Saskatchewan, CA **Date Posted**: August 17, 2023 **Closing Date**: August 28, 2023 **Profession**: Finance, Accounting & Purchasing **Experience Level(s)**: Intermediate **Desired Employment Status**: Permanent **Education Level(s)**: University...

  • Financial Analyst

    1 week ago

    Regina, Canada ISC Full time

    Company Name:Information Services CorporationLocation: Regina, SaskatchewanStatus: Full-time Permanent Job Close Date: June 10th, 2024We are ISC, an industry leading employer with a global presence. We provide registry and information management services for public data and records to our customers. Our mission of putting the right information in the right...

  • Financial Analyst

    3 weeks ago

    Regina, Canada ISC Full time

    Company Name:Information Services CorporationLocation: Regina, SaskatchewanStatus: Full-time Permanent Job Close Date: June 10th, 2024We are ISC, an industry leading employer with a global presence. We provide registry and information management services for public data and records to our customers. Our mission of putting the right information in the right...

  • Financial Performance Analyst

    1 week ago

    Regina, Canada Conexus Credit Union Full time

    At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their...

  • Corporate Underwriting Analyst

    2 months ago

    Regina, Canada Saskatchewan Government Insurance Full time

    Do you value integrity and innovation? How about passion and caring? Great! Us too, and that's why you'll fit right in. Our intentional culture promotes trust and participation, encouraging you to bring your heart and mind to work every day. Multiple Positions - Inscope Location: Saskatchewan and Manitoba Key Accountabilities Note: This section is not...

  • Business Analyst

    2 weeks ago

    Regina, Canada TEEMA Full time

    Job Title: Business Analyst     Job ID: 68426 Location: Regina, Saskatchewan         Overview: Our client in Regina, SK is looking for a Business Analyst for an initial 10 month contract till March 31, 2025, reference SX7049, with the option for multiyear renewals. This is an onsite role and the successful candidate(s) must be currently residing...

  • Business Analyst

    2 weeks ago

    Regina, Canada TEEMA Full time

    Job Title: Business Analyst     Job ID: 68426 Location: Regina, Saskatchewan         Overview: Our client in Regina, SK is looking for a Business Analyst for an initial 10 month contract till March 31, 2025, reference SX7049, with the option for multiyear renewals. This is an onsite role and the successful candidate(s) must be currently residing...

  • Business Analyst

    2 weeks ago

    Regina, Canada TEEMA Full time

    Job Title: Business Analyst     Job ID: 68426 Location: Regina, Saskatchewan         Overview: Our client in Regina, SK is looking for a Business Analyst for an initial 10 month contract till March 31, 2025, reference SX7049, with the option for multiyear renewals. This is an onsite role and the successful candidate(s) must be currently residing...

  • Business Analyst

    1 week ago

    Regina, Canada TEEMA Full time

    Job Title: Business Analyst     Job ID: 68426 Location: Regina, Saskatchewan         Overview: Our client in Regina, SK is looking for a Business Analyst for an initial 10 month contract till March 31, 2025, reference SX7049, with the option for multiyear renewals. This is an onsite role and the successful candidate(s) must be currently residing...

  • Business Analyst

    1 week ago

    Regina, Canada TEEMA Full time

    Job Title: Business Analyst     Job ID: 68426 Location: Regina, Saskatchewan         Overview: Our client in Regina, SK is looking for a Business Analyst for an initial 10 month contract till March 31, 2025, reference SX7049, with the option for multiyear renewals. This is an onsite role and the successful candidate(s) must be currently residing...

  • Business Analyst

    3 weeks ago

    Regina, Canada Visionpool Business Services Full time

    Visionpool Business Services is hiring a Business Analyst to work with internal and external stakeholders to enhance and improve business analysis services by designing and developing future[1]state processes **Responsibilities will include**: Lead the collaborations of stakeholders to facilitate the understanding and expected outcomes for key corporate...

  • Corporate Budget Consultant

    2 months ago

    Regina, Canada City of Regina Full time

    **Openings**: 2 **Type of Posting**: Internal & External **Location Name**: City of Regina, Regina, Saskatchewan, CA **Date Posted**: July 10, 2023 **Closing Date**: Open until Filled **Profession**: Finance, Accounting & Purchasing **Experience Level(s)**: Mid-Level **Desired Employment Status**: Term **Job ID**: 1549 Position Summary This position...

  • Corporate Budget Consultant

    4 weeks ago

    Regina, Canada City of Regina Full time

    **Openings**: 1 **Type of Posting**: Internal & External **Location Name**: City of Regina, Regina, Saskatchewan, CA **Date Posted**: May 22, 2024 **Closing Date**: June 9, 2024 **Profession**: Finance, Accounting & Purchasing **Experience Level(s)**: Mid-Level **Desired Employment Status**: Permanent **Job ID**: 2166 Position Summary This position is...

  • Business Analyst

    2 weeks ago

    Regina, Canada Randstad Canada Full time

    Join our Regina government client as a Business Analyst on an initial 10-month contract, where your expertise will drive transformative change and innovation. We are in search of a skilled professional with a robust technical background to collaborate with internal and external stakeholders, shaping future-state processes. If you're a Certified Business...

  • Business Analyst

    2 weeks ago

    Regina, Canada Randstad Canada Full time

    Join our Regina government client as a Business Analyst on an initial 10-month contract, where your expertise will drive transformative change and innovation. We are in search of a skilled professional with a robust technical background to collaborate with internal and external stakeholders, shaping future-state processes. If you're a Certified Business...

  • Business Analyst

    3 weeks ago

    Regina, Canada Randstad Canada Full time

    Join our Regina government client as a Business Analyst on an initial 10-month contract, where your expertise will drive transformative change and innovation. We are in search of a skilled professional with a robust technical background to collaborate with internal and external stakeholders, shaping future-state processes. If you're a Certified Business...

  • Business Analyst

    2 weeks ago

    Regina, Canada Randstad Canada Full time

    Join our Regina government client as a Business Analyst on an initial 10-month contract, where your expertise will drive transformative change and innovation. We are in search of a skilled professional with a robust technical background to collaborate with internal and external stakeholders, shaping future-state processes. If you're a Certified Business...