Financial Analyst - Financial Services

Robert Half
CAPITOLA, CA Full Time
POSTED ON 7/23/2023 CLOSED ON 8/25/2023

What are the responsibilities and job description for the Financial Analyst - Financial Services position at Robert Half?

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Acts timely, efficiently and independently, taking ownership of client satisfaction. May include focused calling and pipeline management activities. Provides advice and guidance to assigned business/group on implementation of solutions. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Conducts thorough analysis of client capital and credit risk. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Posted by Recruiting Team Director - Scott Moore (Apply here and also connect with Scott via LinkedIn - THANK YOU!)

Requirements

Bachelor’s degree (B.A.) in Finance from a four-year college or university or equivalent with a minimum of 5 years of related experience. Must have a thorough knowledge of financial concepts Strong Microsoft Excel and Word skills. Strong analytical skills. Exceptional skills in quantitative analytics and credit analysis skills. Highly developed written and oral communication skills. Strong proficiency in Microsoft Office products and the Internet. Strong interpersonal skills. Ability to work under limited supervision. Basic understanding of risk management concepts Ability to learn and adapt quickly. Excellent capability to independently and proactively service multiple clients. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Posted by Recruiting Team Director - Scott Moore (Apply here and also connect with Scott via LinkedIn - THANK YOU!) Financial Analysis, Financial Analytics, Credit Risk Management, Enterprise Risk Management (ERM), Interest Rate Risk Management, Liquidity Risk Management, Market Risk Management, Operational Risk Management, Credit Risk Management, Credit Risk Management, Market Risk Management, Customer Profitability, Financial Services, Provide Financial Analysis

Salary : $105,000 - $120,000

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