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Sales Analyst

Montréal, QC
Mid Level
Full-Time

Top Benefits

Competitive salary plus performance-based bonuses
Hybrid work model with flexible scheduling
Stock purchase plan with employer matching

About the role

N****orthpoint Commercial Finance
Backed by Laurentian Bank

With Northpoint's foundation and reputation in the industry built, Laurentian Bank, which has been in business for over 170 years, acquired Northpoint Commercial Finance in 2017. With over $45 billion in assets, a solid cultural alignment and variety of financing solutions, Laurentian Bank ensures stability for the foreseeable future while allowing Northpoint Commercial Finance to maintain its personal, flexible approach.

Northpoint Commercial Finance offers businesses across North America personal, flexible financing options such as inventory finance, equipment finance and asset-based lending to support their business growth needs.

The role of the Analyst is to develop skills related to the allocation of commercial financing. The Analyst is responsible for supporting the Account Executives, who are in charge of generating new transactions and managing active client portfolios in three key areas: business development, financial analysis and legal documentation.

Responsibilities:

Customer Onboarding & KYC

  • Manage the end-to-end onboarding process for new customers, ensuring timely collection and validation of required KYC documentation (e.g., corporate documents, ownership structure, identification)
  • Engage clients and vendor partners directly to obtain the required information for completing customer onboarding.
  • Perform KYC reviews in line with regulatory requirements, internal policies, and risk-based procedures.
  • Identify discrepancies, gaps, or red flags in customer documentation and escalate where appropriate.
  • Maintain accurate and complete customer records within internal NCF systems.
  • Work closely with internal NCF teams (Sales, Credit, Legal, Compliance and Operations) to gain a solid understanding of our Know Your Customer (KYC) regulatory onboarding requirements to explain the context and requirements to our clients and vendor partners.

Sales, Sales Coordination & Credit Support

  • Partner with Sales, Sales Coordination and Credit Support teams to support deal execution and funding timelines.
  • Analyze customer and transaction data to assess completeness, risk indicators, and onboarding readiness.
  • Act as a point of contact for NCF AE’s and our vendor partners regarding onboarding status, documentation requirements, and KYC-related questions.

Data Analysis & Reporting

  • Track and report on onboarding metrics such as cycle times, outstanding documentation, and approval bottlenecks.
  • Prepare regular reports and dashboards to support sales performance, pipeline visibility, and operational efficiency.
  • Identify trends or recurring issues in onboarding and recommend process improvements.

Process Improvement & Compliance

  • Contribute to continuous improvement initiatives to streamline onboarding workflows and enhance customer experience.
  • Support audits, compliance reviews, and policy updates related to KYC, AML, and customer due diligence.
  • Ensure adherence to internal controls, regulatory standards, and data privacy requirements.

Qualifications

  • Analytical and problem-solving mindset

  • Strong organizational and time-management skills

  • Clear, professional written and verbal communication

  • Ability to manage multiple priorities in a fast-paced environment

  • Customer-focused approach with a risk-aware perspective

  • 2–5 years of experience in sales operations, customer onboarding

  • Working knowledge of KYC, AML, and customer due diligence requirements, preferably within equipment finance, leasing, or commercial lending.

  • Strong analytical skills with attention to detail and accuracy.

  • Proficiency using Office 365 applications including Word, Excel, Outlook and Teams at an intermediate level.

  • Strong communication skills, French and English, both written and spoken;*

  • Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.

What Laurentian Bank has to offer you

Laurentian Bank is dedicated to fair and equitable compensation practices. The base salary range provided reflects the Bank’s standard pay scale. The final base salary will be determined by the candidate’s qualifications, skills, and experience, and may be enhanced with performance-based incentives, pension contributions, and benefits.

The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.

Here are some of the key points of our offering:

  • The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.
  • Total compensation: Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.
  • Work model: We prioritize a hybrid work model based on business needs.
  • Stock purchase plan: Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.
  • Time off: In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees. Plus, as an extra perk, you also get a paid day off to celebrate your birthday.
  • Health and wellness: Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.
  • Group insurance and pension: We offer a competitive insurance program based on your family’s needs and a defined contribution pension plan to help prepare for your future.
  • Financial benefits: As a Laurentian Bank employee, you’re also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products. Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.

We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority. Join us for a rewarding career at Laurentian Bank.

Inclusion and Accessibility

At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.

We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

PIPEDA

We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

We also use artificial intelligence (AI) tools during parts of our recruitment process to support fair and efficient hiring decisions.

About Laurentian Bank

Banking