Client Relationship Manager, Commercial Banking

6 days ago

Brossard, Quebec, Canada Scotiabank Full time

Requisition ID: 200397

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

The Client Relationship Manager (CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
The CRM is responsible for ensuring effective relationship management and conducts sales planning and fulfills the execution of service for existing customer base. The incumbent is also responsible for analysis and completion of credit applications.

Key Responsibilities

  • Promotes the development and profitable growth of the commercial banking portfolio in an assigned market area
  • Builds and maintain a market profile in an assigned market area with both internal and external contacts
  • Manages an assigned credit portfolio for authorizations up to $5MM at an acceptable level of risk
  • Develop and implement a marketing strategy to maximize business development opportunities for sustainable growth;
  • Develop sales plans for prospects and existing customers;
  • Identifying prospects/referrals from other internal/external networks;
  • Analyzing prospect lists and prioritizing business development opportunities based on market data and customer analytics;
  • Partner with internal resources for non-credit related products
  • Referring customers and prospects to the appropriate Commercial Banking segment and partners as appropriate.
  • Planning and completing relationship activities that generate sales opportunities and/or provide value to clients;
  • Building and maintaining an awareness of local market and general economic conditions
  • Champions a high performance environment and contributes to an inclusive work environment.

Education / Experience / other information

  • Undergraduate degree in business or economics or work equivalency.
  • Other training requirements as determined by the Bank from time to time.
  • Previous work experience of at least 2 years or completion of the Bank's Training Program is preferred
  • Strong sales/closing skills, Strong networking ability, Strong negotiation skills, Good credit skills
  • Strong communication and interpersonal skills are essential to this position.
  • Strong relationship management skills
  • Strong knowledge of Bank's commercial lending and deposit products and services, and customer profitability model, in order to provide integrated financial solutions.
  • Ability to conduct due diligence on the strength of customer financials for deals of lower to moderate complexity
  • Thorough knowledge of relationship building and teamwork skills
  • The incumbent requires a thorough knowledge of the commercial banking marketplace in Canada and a general knowledge of the assigned market area's key industries and competitive positioning within the assigned market area. The incumbent understands the Canadian Business Banking objectives, and has a thorough knowledge of segment, strategies and structure, as well as its lending and deposit products and services.
  • Good knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes
  • Good PC skills are necessary, including a working knowledge of MS Word, Excel, PowerPoint, Outlook, and other commercial systems and platforms.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and will serve an English and French-speaking clientele frequently.

Location(s): Canada : Quebec : Brossard

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

  • Team Lead Commercial Banking

    7 days ago

    Brossard, Quebec, Canada National Bank of Canada Full time

    Primary Locations:Brossard, Quebec**:Attendance:Hybrid**:Employee Status:Regular**:Schedule:Full-time**:Being a Team lead in the commercial banking business line at National Bank means coaching a team of Commercial Account Managers to promote the Bank's solutions via various distribution channels.Your support for your team in the field, business development...

  • Business Banking Associate

    7 days ago

    Brossard, Quebec, Canada TD Bank Full time

    416848BRCommercial BankingBrossard, QCAugust 15, 2023Hours37.5Workplace ModelHybridPay DetailsDepartment OverviewTD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a strategy that's right...

  • Premier Banking Advisor

    7 days ago

    Brossard, Quebec, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Financial Planner Relationship

    1 week ago

    Brossard, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob Description** This is an opportunity for the South Shore of Montreal region **What is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through...

  • Account Manager Iii

    7 days ago

    Brossard, Quebec, Canada TD Bank Full time

    413306BRCommercial BankingBrossard, QCJuly 5, 2023Company OverviewDepartment OverviewWorking as a member of the Commercial Banking team, the Account Manager is the face of the Bank in the market that they serve. The Account Manager is responsible for both credit and non-credit services and their portfolio usually includes some non-borrowing clients. This...

  • Expert Banking Advisor

    2 months ago

    Brossard, Quebec, Canada RBC - Royal Bank Full time

    Job SummaryCompiler et analyser des données financières pour une entreprise. Appuyer les décisions d'affaires de la Haute direction en remettant à cette dernière des analyses financières et commerciales. S'appuyer sur un ensemble complet de pratiques, de connaissances et d'aptitudes pour réaliser des affectations.Job DescriptionJob DescriptionWhat is...

  • Banking Advisor

    2 months ago

    Brossard, Quebec, Canada RBC - Banque Royale Full time

    Résumé du travailÉtablir une base de clientèle pour la vente directe de services bancaires, en faisant de la prospection, du réseautage et des recommandations. Appliquer les théories, les aptitudes et les pratiques de base pour exécuter ses affectations.Description du poste** This is an opportunity for candidates to express their interest in current...

  • Banking Advisor

    3 weeks ago

    Brossard, Quebec, Canada RBC - Banque Royale Full time

    Résumé du travailÉtablir une base de clientèle pour la vente directe de services bancaires, en faisant de la prospection, du réseautage et des recommandations. Appliquer les théories, les aptitudes et les pratiques de base pour exécuter ses affectations.Description du poste** This is an opportunity for candidates to express their interest in current...

  • Private Banker

    7 days ago

    Brossard, Quebec, Canada National Bank of Canada Full time

    A career as a Private Banker with National Bank's Montérégie team means acting as a wealth management professional for high net worth clients, using your interpersonal and business development skills, client portfolio management experience and banking knowledge to make a positive impact on the client/employee/user experience, profitability and client...

  • Account manager agriculture

    3 weeks ago

    Brossard, Quebec, Canada Ag Jobs Canada Full time

    A career as an Agriculture Small Business Account Manager in the Commercial sector at National Bank means establishing remotely a privileged business relationship with agricultural entrepreneurs while working closely with partners and colleagues from all agricultural regions of Canada. This job allows you to have a positive impact on our organization, thanks...

  • Account manager agriculture

    1 month ago

    Brossard, Quebec, Canada Ag Jobs Canada Full time

    A career as an Agriculture Small Business Account Manager in the Commercial sector at National Bank means establishing remotely a privileged business relationship with agricultural entrepreneurs while working closely with partners and colleagues from all agricultural regions of Canada. This job allows you to have a positive impact on our organization, thanks...

  • Associate Agricultural Service

    7 days ago

    Brossard, Quebec, Canada TD Bank Full time

    TD DescriptionStay current and competitive. Carve out a career for yourself. Grow with us.Department Overview TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a strategy that's right for...

  • Personal Banking Associate

    7 days ago

    Brossard, Quebec, Canada TD Bank Full time

    TD DescriptionStay current and competitive. Carve out a career for yourself. Grow with us.Department OverviewAt TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long- lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers and...

  • Commercial Account Manager/commercial, Chargé(E)

    7 days ago

    Brossard, Quebec, Canada Carrier Enterprise Canada Full time

    **Commercial Account Manager****Reporting To**: Commercial Sales Manager**Location**: Brossard, QC**The Opportunity**- Achieving agreed upon sales goals and increasing share of market for our Aftermarket Parts product lines and Carrier, Bryant and Payne Residential and Commercial Equipment- Seeking new customers and dealers to complement and grow territory...

  • Senior Audit Manager, Cyber Security

    7 days ago

    Brossard, Quebec, Canada Scotiabank Full time

    Requisition ID: 197488Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of JobThis position is responsible for leading and conducting risk based information and cyber security audit assessments of medium to high complexity following the Bank's Audit Methodology.Key AccountabilitiesExecution:Plan and...

  • Senior Manager, Board Support, CISO

    7 days ago

    Brossard, Quebec, Canada Scotiabank Full time

    Requisition ID: 199163Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Contributes to the overall success of the Information Security and Control, and Enterprise platforms function in globally ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business...

  • Financial Advisor

    7 days ago

    Brossard, Quebec, Canada Scotiabank Full time

    Requisition ID: 200728Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an Investment & Personal Banking Specialist/ Quartier Dix30/ Permanent/ Full-time 37.5h you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking...

  • Security Analyst Information Security

    7 days ago

    Brossard, Quebec, Canada Scotiabank Full time

    Contributes to the overall success of the Cyber Operations Management (COM) and contributes to the overall success of the Cyber Security Operations (CSO) ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted follow governing regulations,...

  • Senior Manager, Technical Account Management

    7 days ago

    Brossard, Quebec, Canada Scotiabank Full time

    Senior Manager, Incident Management (Fraud Threat Management) In the role of Senior Manager, Incident Management, you're responsible for building, managing, and enhancing Scotiabank's capability to identify and respond to account-level threats and attacks at scale. You regularly connect with your peers and leadership in Fraud Threat Management to ensure...

  • Senior Manager, Incident Management

    7 days ago

    Brossard, Quebec, Canada Scotiabank Full time

    Senior Manager, Incident Management (Fraud Threat Management)Requisition ID: 198715Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.In the role of Senior Manager, Incident Management, you're responsible for building, managing, and enhancing Scotiabank's capability to identify and respond to account-level...