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Territory Manager

1 month ago

Greater KitchenerCambridgeWaterloo Metropolitan Area, CA Robertson & Company Ltd. Full time

The Client

A leader in financial services is looking for a Territory Manager for their office in Kitchener Waterloo.


What you will achieve in this role

  • Lead, coach and mentor a team of Mid-Market Account Managers in the Kitchener-Waterloo territory. This includes recruitment and retention of talent.
  • Connect with local business professionals and the business community to develop business relationships and obtain referrals that lead to new opportunities for team members.
  • Develop and implement a customer retention and relationship growth strategy to build a long-term profitable loan portfolio with both existing and new customers
  • Provide a high level of customer service.
  • Work closely with the team to meet and exceed overall objectives related to new client acquisition, customer retention, portfolio growth and other metrics.
  • Oversee all pre-qualification activities and present proposals to the credit risk management and underwriting group in accordance with company policies and procedures.
  • Support the professional development of all team members.
  • Be an active and contributing member of the Southwestern Ontario leadership team.


What you must bring to this role

  • Bachelor’s degree in business administration in Accounting/Finance or any field.
  • 3+ years of front-line sales leadership experience in Commercial Banking or 10+ years of experience in the financial services sector.
  • Experience in managing, training and guiding account managers to sell financial and advisory services in various sectors and segments.
  • Ability to drive negotiations and partnerships with businesses and decision makers at the highest levels.
  • Excellent communication, listening and presentation skills
  • Valid driver's license and access to a vehicle.
  • Ability to persuade and influence people from a wide range of roles and backgrounds.
  • Exceptional at prioritizing and managing multiple stakeholders in a collaborative and innovative work environment.
  • Team player who creates lasting and trusting relationships with peers, business contacts and external partners.

Big Asset

  • Track record of inspiring, influencing and engaging colleagues, clients and connections.
  • CPA, CFA, MBA, PMP or CMC.
  • Speak multiple languages.


Only those who are qualified will be contacted