Private Lending Officer

Manulife•CAN, Ontario - Full Time Remote, ON

4d•CA$59,100 - CA$98,500•Remote

About The Position

We are seeking a Private Lending Officer to join Manulife Bank’s Concierge Banking team, where you will deliver high-touch, white-glove service to high-net-worth clients across a broad range of lending and banking needs. This role plays a critical part in supporting our mission to provide exceptional, client-centric financial solutions by ensuring accurate, timely, and seamless execution of complex banking transactions and inquiries. You will collaborate closely with Concierge Banking, advisor partners, Operations, and Specialized Lending teams to deliver tailored service and drive strong client outcomes. This is an excellent opportunity to deepen your expertise in specialized lending and private banking while building strong relationships in a fast-paced, client-focused environment.

Requirements

Previous experience in private banking, lending operations, commercial banking, or high-net-worth client service
Proven experience handling complex financial transactions and client inquiries within banking or lending environments
Post-secondary education in Business, Finance, or a related field (or equivalent experience)
Strong understanding of lending products, banking operations, and client servicing best practices
Proficiency in Microsoft Office Suite (e.g., Excel, Word, Outlook)

Nice To Haves

Experience with Manulife Bank products including mortgages, Manulife One (M1), GICs, deposits, and credit cards
Bilingual proficiency in English and French is preferred
Strong communication skills with the ability to simplify complex financial concepts
High attention to detail and accuracy in processing transactions and documentation
Demonstrated ability to manage multiple priorities and solve complex, non-standard client requests in a remote environment

Responsibilities

Process complex wire payments, fund transfers, and other transactional requests for private banking clients
Ensure accuracy, compliance, and timely execution of all client instructions
Support inquiries related to sub-account renewals, payments, rate changes, and maintenance
Provide guidance across lending products, including mortgages and Manulife One (M1) accounts
Respond to client inquiries including bill payments, account functionality, signing officer updates, and Interac e-Transfers
Assist with credit card inquiries, name changes, and GIC-related requests
Support Adva and Business Banking account openings for clients requiring personalized, concierge-level assistance
Review and process fee waiver requests related to operational or banking exceptions
Deliver proactive, high-touch client experiences tailored to high-net-worth individuals
Identify opportunities to improve the client experience
Build strong partnerships across Concierge Banking, advisor partners, Operations, and supporting teams
Respond in a timely manner to advisor and client inquiries related to specialized lending
Serve as the primary point of contact for a specialized lending territory when the Concierge Banker is unavailable
Ensure accurate completion of specialized lending documentation by partnering with advisors, advisor partners, and clients throughout the full lending lifecycle—from application through funding
Actively participate in all sales team meetings and events
Identify and share cross-sell opportunities across business units
Develop a strong understanding of the market served to support business development and client acquisition efforts