Client Support Officer Rural

Our Organization: 

Rabobank Canada is part Rabobank, a global financial services leader offering wholesale, rural and retail banking services in more than 40 countries worldwide and one of the world’s largest banks, with over $650 billion in assets. Founded by Dutch farmers over a century ago, Rabobank remains true to our core mission: to create value for our customers, our employees, and the local communities where we do business.

Job Overview/Purpose: 

Client Support Officer (“CSO”) Rural analyst will support the Rural Relationship Management team in the pre-closing, closing and post-closing of a transaction. The CSO will engage directly with customers and/or prospects to gather information. The CSO will enter the details of the transaction in various systems and forms to prepare for booking and funding. After closing, CSO Analyst is responsible for monitoring all actions that are required to maintain the portfolio of transactions.

The CSO Analyst will be responsible for: 

Support collecting documents required for performing CIP, Know Your Customer (KYC) and entering this information in client management systems coordinating the internal approval process and external documentation process (including doc review) for new transactions, renewals and amendments; Process transactions into appropriate forms to prepare for Booking, Funding and Servicing maintaining a direct dialogue with Relationship Management, Global Service Center, Operations, Compliance, Legal and Credit regarding transaction deals, operational issues and upcoming amendments coordinate timelines for Closing transactions with all stakeholders create a client service environment liaise with members of Rabobank Canada and Support teams (Operations (incl. Client On Boarding and Global Service Center), Compliance, Risk, Legal and Finance) to ensure an efficient, effective and sustainable support model for our franchise

As an integral part of a small team the candidate will need to be both a good team player as well as be able to “problem solve” without much supervision and in general be able to “get things done”. The candidate should have excellent written and verbal skills, ability to absorb change, detail oriented and ability to multitask.

Context of Job: 

The CSO role is part of the team to grow the Rabobank market presence by growing the Canadian rural agricultural market. This position will be expected to help build the business from the ground up while leveraging existing North American and global Rabobank expertise. 

The CSO will assist the front office in all pre and closing phases of every transaction. Will interface with key stakeholders in Compliance, Client Onboarding and others to ensure we meet the Bank’s objectives.

Key Responsibilities and Accountabilities (indicative only): 

  • Perform administrative duties of Rural transactions/books

  • Input/maintain facilities information in Electronic Term Sheet System (ETS) or equivalent, ensuring accurate information

  • Coordinate funding with TRG

  • Coordinate/provide booking instructions (ex. Rollovers, Draws/Payments) to the back office (ex. Loan and Trade Departments) if needed

  • Coordinate and prepare the KYC process, including completion of Due Diligence requirements, for Onboarding, periodic reviews, and EDRs of Clients. Input of all applicable information into the Client Onboarding tool.

  • Maintain/update procedures

  • Prepare ad-hoc reports

Key Relationships: 

Internal: Relationship Managers, Financial Analysts, Risk Management, Compliance, Operations (incl. Client Onboarding and Global Service Centre), Finance and Legal

Key Performance Indicators: 

  • Timely and accurate processing of amendments, including the internal process

  • Timely and accurate processing of all new client on boarding and periodic reviews

  • Quality and impact of written product

  • Coordination, understanding, and outcome of legal processes

  • Timely updates, analyses, reporting and suggestions provided

  • Successful completion of ad hoc projects

  • Fit within the team, clients and other external and internal stakeholders

Core Competencies: 

Client Focus

Delivering Results

Working Together (Cooperation)

Flexibility

External: Rural clients, Attorneys, Syndicate Banks, Vendors, Service Providers

Job Skills and Knowledge: 

Essential:

  • Multitasking with proactive approach and eye for detail while keeping sight of big picture

  • Ability to work in a high change environment

  • Ability to learn and review credit and legal documents.

  • Ability to work under pressure

  • Ability to seek additional information/ explanation for clarification when needs

  • Share information and knowledge appropriately with co-workers

  • Effective in communicating with others, within the bank and with clients 

  • Ability to seek additional information/ explanation for clarification when needs

  • Work effectively with colleagues in achieving the Bank's goals;

  • Utilizes internal and external sources to effectively identify and resolve issues

  • Demonstrate teamwork in facilitating workflow.

  • Desirable:

  • Compliance, BSA/AML knowledgeable

  • Relevant Rural Clients Support, Execution or Legal experience

Qualifications: 

Essential:

  • BS/BA in a relevant field

  • Strong analytic and computer skills (Excel), attention to detail.

  • 2-3 years of experience in similar functions or related education.

Desirable:

  • Knowledge of credit products, derivatives, swaps, loan structures.

We Offer: 

Employees enjoy a first-class benefits package, featuring a selection of medical coverage and investment options to meet your personal needs. Our benefits program includes:  

  • Health (which includes Vision coverage)
  • Dental 
  • Basic life insurance plus AD&D insurance 
  • Optional life insurance 
  • Short-term disability 
  • Long-term disability 
  • Employee Assistance Program (EAP)
  • Employer Registered Pension Plan (RPP) Contributions
  • Voluntary Group Retirement Savings Plan

Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law.  Rabo also prohibits harassment of any individuals on any of the bases listed above.

Consistent with this policy, Rabo embraces diversity and welcomes employees and applicants of all backgrounds.  Our goal is to create an environment that is inclusive, drawing upon the strengths of the diversity of our workforce to exceed the expectations of our clients and customers.

Client Support Officer Rural

Type contract Fulltime
Vakgebied Data & Analytics
Locatie Toronto (Canada)
Referentienummer JR_00065546
Publicatiedatum 8 september 2022

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