Concierge Banking Private Lending Officer
Job in
Ottawa, Ontario, Canada
Listed on 2026-06-18
Listing for:
Manulife Financial
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance, Banking Operations, Retail Banking
Job Description & How to Apply Below
This position is aimed at candidates with extensive experience in high-net-worth client service and complex banking operations.
Your role will support inquiries, process transactions, and enhance client connectivity. Building strong partnerships across teams is critical for success and client satisfaction.
Key Responsibilities:
• Ensure accuracy in wire payments and financial transactions
• Handle inquiries about mortgages and lending products
• Assist clients with account functionality and signing updates
• Support high-touch account openings for personalized service
• Process fee waiver requests related to banking exceptions
Requirements:
• Proven private banking or lending operations experience
• Education in Business, Finance, or related fields
• Strong understanding of lending solutions and client needs
• Advanced skills in Microsoft Office applications
• Exceptional accuracy and detail orientation
Deliver exceptional client experiences while optimizing lending solutions at Manulife Bank.
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