Commercial Account Manager

2 weeks ago


Burlington, Canada Tandia Financial Credit Union Full time

Commercial Account Manager (Permanent, Full-Time)

Tandia Financial Credit Union has an exciting opportunity for a full-time permanent Commercial Account Manager in our beautiful new corporate office located in Burlington, ON.

What we offer:

- Competitive Base salary + bonus structure
- Comprehensive medical and dental benefits
- Paid vacation and 6 paid personal days
- 100% company match RRSP, Employee can contribute 4-8%
- Diverse mix of staff and demonstrated work/life balance
- Hybird work schedule
- Career growth opportunities
- Continued development and education program

The Role:
As a Commercial Account Manager you will be able to combine your professional relationship management experience with delivering value add solutions to sophisticated business members, while exercising your sales and origination skills, drawing on your experience in financial analysis and using your understanding of credit products and services.

In this role you will:

- Utilize your sales and lead generation experience to build relationships with current and new

Credit Union members within the mid-market and up-market business space.
- based strategies to win new commercial business.
- Develop a customized market management strategy to support commercial portfolio growth, while working with Tandia wealth, retail and payment solutions teams, and our external and syndication partners.

Here’s what you bring:

- Has a minimum of 3 years of experience in commercial account management, ideally in a credit union or other financial institution.
- Has completed a University degree in Business, Economics, Finance, Commerce or a related program, or equivalent work experience.
- Has a proven track record in commercial sales and business development with a diversified portfolio; exposure to syndication deals is considered an asset.
- Domestic/International Commercial Lending Experience will be considered.
- Is an expert at financial analysis, assessing risk and credit structuring as well as presentation of deals - preference will be given to those with a financial designation such as CFA / CPA.
- Can demonstrate their new member acquisition skills, is at ease when presenting the Credit

Union’s value proposition, likes actively pursuing lead generation, and enjoys initial contact with members, cold calling and asking for referrals.
- Has proven through their previous commercial experience that they have exceptional relationship management skills.
- Comfortable working full-time hours and with deadline and time constraints with an understanding that hours of work may extend beyond the normal work week.
- Comfortable with travel in and around the local area to maintain relationship-building and

providing exceptional service to our members and prospective new business.
- Strong communication and presentation skills.
- Deep commercial product, process and services knowledge.
- Strong business acumen coupled with a demonstrated ability to initiate action to achieve results and meet deadlines.
- Ability to work independently with confidence and with a strong commitment to member service.

Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal opportunity and integration. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting
Human Resources.

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Wellness program

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

Ability to commute/relocate:

- Burlington, ON: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Are you bondable? (Able to pass a credit and criminal check)

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Commercial Account Management: 3 years (required)
- Banking / Financial Services Industry: 3 years (required)
- Sales: 3 years (required)
- Credit Underwriting: 3 years (required)

Willingness to travel:

- 25% (preferred)

Work Location: Hybrid remote in Burlington, ON

Application deadline: 2021-09-30



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