Client Relationship Manager, Commercial Banking

Client Relationship Manager, Commercial Banking - Montreal East, QC Requisition ID: 240600 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. The Client Relationship Manager contributes to the overall success of Canadian Commercial Banking ensuring specific individual goals, plans and initiatives are executed and delivered in support of the team’s business strategies and objectives. All activities are conducted in compliance with governing regulations, internal policies and procedures. The CRM possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our clients. Responsibilities include identifying prospects in target markets and managing a client portfolio of standard to moderate complexity (clients with annual sales between $5MM-$15MM and credit authorisations from $1MM-$5MM). The role is specific to the Growth segment of Canadian Commercial Banking. Responsibilities Promotes the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area: Develop and implement a marketing strategy to maximise business development opportunities for sustainable growth within the bank’s risk appetite. Develop sales plans for prospects and existing clients. Identify prospects/referrals from other internal/external networks. Analyse prospect lists and prioritise business development opportunities based on market data and customer analytics. Partner with internal stakeholders for non‑credit related products. Pursue a business development programme within the assigned market area according to agreed growth objectives: Drive client primacy through sales of credit and non‑credit commercial products to prospects and clients. Maintain an appropriate ongoing sales pipeline and calling programme. Identify and facilitate the involvement of key bank resources and stakeholders to further business interests. Maintain effective follow‑up with prospects/referrals on any unsuccessful opportunities. Leverage latest technology and data to make more informed decisions (e.g. Customer‑360 dashboard, Salesforce). Build and maintain a market profile in the assigned market area with both internal and external contacts: Plan and complete relationship activities that generate sales opportunities and/or provide value to clients. Build and maintain an awareness of local market and general economic conditions. Meet with business leaders and other centres of influence. Participate in local professional and community events and associations to develop and expand a network of contacts. Ensure all aspects of assigned relationships receive ongoing attention to maintain, improve, grow and retain the relationship. Partner with Credit Solution Associate on credit portfolio for authorisations up to $5MM: Complete credit‑worthy discussion papers in a timely and sufficiently detailed fashion. Collaborate to optimise lending structure and provide ad‑hoc support through the origination and annual review process. Ensure all documentation is properly prepared in advance of engaging the clients. Understand how the bank’s risk appetite and risk culture should be considered in day‑to‑day activities and decisions, and maintain overall accountability for portfolio compliance. Qualifications Undergraduate degree in business or economics or equivalent work experience. Previous work experience of at least 2 years in a similar role. Excellent verbal and written communication skills in French and English. Strong sales/closing, negotiation and credit skills. Strong networking ability and relationship management skills. Strong knowledge of the bank’s commercial lending and deposit products and services, and customer profitability model. Ability to conduct due diligence on the strength of customer financials for deals of lower to moderate complexity. Good knowledge of onboarding, Know‑Your‑Customer, Anti‑Money Laundering processes. Proficient PC skills, including MS Office and other commercial systems and platforms. Benefits The opportunity to join a forward‑thinking and collaborative team, surrounded by innovative thinkers. A rewarding career path with diverse opportunities for professional development. Internal training to support your growth and enhance your skills. An inclusive working environment that encourages creativity, curiosity and celebrates success. In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto and with clients who speak English locally and elsewhere. Location(s): Canada – Quebec – Montreal‑East (Montreal). 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. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest; however, only those selected for an interview will be contacted. #J-18808-Ljbffr