Client Relationship Manager, Commercial Banking

2 months ago

Edmonton, Canada Scotiabank Full time

Requisition ID: 207809

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

**FUTURE OPPORTUNITY**

**_
Purpose_**

Contributes to the overall success of Canadian Business Banking 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 Client Relationship Manager “CRM” is a product generalist who possesses a good understanding of financial products and services and focuses on the cross sell and retention of existing commercial customers. He/She is responsible for identifying prospects in target markets, developing proposed sales pipelines, conducting prospect sales calls and qualifying opportunities based on customer information and a high level of due diligence. He/She manages a customer portfolio of lower to moderate complexity, with business development activities that targets clients with credit authorizations up to $10MM and annual sales between $5MM to $15MM. The role is specific to the Growth segment of Canadian Business Banking.

**Accountabilities**
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- **
Promotes the development and profitable growth of the Canadian Business Banking portfolio in the assigned market area by**:

- Developing and implementing a marketing strategy to maximize business development opportunities for sustainable growth.
- Developing 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 Canadian Business Banking segment and partners as appropriate.
- **
Pursues a business development program within the assigned market area according to agreed-upon growth objectives by**:

- Direct selling of credit and non-credit commercial products to prospects and customers.
- Maintaining an appropriate ongoing sales pipeline and calling program.
- Identifying and facilitating the involvement of key Bank resources and stakeholders to further business interests.
- Maintaining effective follow-up with prospects/referrals on any unsuccessful opportunities.
- Updating client or contact information accurately and in a timely fashion.
- **
Builds and maintains a market profile in the assigned market area with both internal and external contacts by;**
- 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.
- Meeting with business leaders and other centres of influence.
- Participating in local professional and community events and associations to develop and expand network of contacts.
- Liaising and utilizing Bank product specialists to stay abreast of new enhancements, products and services, and to fulfil identified client needs.
- **
Ensures all aspects of assigned relationships receive ongoing attention, as required to maintain, improve, grow and retain the relationship by**:

- Promoting and encouraging a strong relationship with the Client Service Associate (CSAs).
- Actively seeking customer feedback on Bank products and services and the delivery of customer service.
- Liaising with the Shared Services Business Support Centre (BSC) for fulfilment (including documentation, liaising with third parties, security registration), compliance monitoring, reporting actions and all service activities as required.
- Partnering with internal product specialists on the selling of non-credit products and ensuring customer needs are met.
- Action suggestions to continually improve customer satisfaction and processes improvements which may be received directly from clients or through client satisfaction vehicles such as the Pulse.
- **
Manage an assigned credit portfolio for authorizations up to $5MM at an acceptable level of risk by**:

- Completing credit reviews in a timely and sufficiently detailed fashion.
- Authorizing, renewing or declining customer requests within standard Bank policies and authorized limits, forwarding others as per established processes.
- Preparing and/or ensuring all documentation is properly prepared.
- Ensuring accounts adhere to the conditions of authorization.
- Identifying and resolving deviations from the conditions of authorization.
- Ensuring early identification of problem loans and ensuring the accuracy of risk ratings through identification of changes in account quality via review of industry/economic trends.
- Making recommendations relative to structure, monitoring and

  • Client Relationship Manager, Commercial Banking

    2 months ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 208793 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...

  • Client Relationship Manager, Commercial Banking

    2 months ago

    Edmonton, Canada Scotiabank Full time

       Requisition ID: 208793Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleThe 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...

  • Commercial Banking Relationship Manager

    2 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Role SummaryOur Commercial Banking platform is seeking a Relationship Manager Intern to join our team. This is a proactive, face-to-face client relationship role that provides an opportunity to deliver excellent, responsive, and proactive service to commercial business clients in the areas of accounts, operating services, credit, lending, and deposits.Key...

  • Banking Relationship Manager

    2 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will work closely with clients to understand their banking needs and provide personalized solutions to meet their financial goals.Key responsibilities include:Proactively engaging with clients to understand...

  • Relationship Manager, Commercial

    1 day ago

    Edmonton, Canada Canadian Western Bank Full time

    At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Role Specifications Location: Edmonton 103rd...

  • Relationship Manager, Commercial

    2 weeks ago

    Edmonton, Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Role Specifications Location: Edmonton 103rd Street Banking...

  • Relationship Manager, Commercial

    1 week ago

    Edmonton, Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsLocation: Edmonton 103rd Street Banking...

  • Relationship Manager, Commercial

    2 weeks ago

    Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Role Specifications Location: Edmonton 103rd Street Banking...

  • Relationship Manager, Commercial

    1 day ago

    Edmonton, Canada Canadian Western Bank Full time

    At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors.We do this by: Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsLocation: Edmonton 103rd Street Banking CentreCWB is...

  • Relationship Manager, Commercial

    1 day ago

    Edmonton, Canada Disability Solutions Full time

    At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsLocation: Edmonton 103rd Street Banking CentreCWB is...

  • Relationship Manager, Business Banking

    2 months ago

    Edmonton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Banking Relationship Manager

    3 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job Summary:We are seeking an experienced Banking Relationship Manager to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional customer service and helping them achieve their financial goals.Key...

  • Relationship Manager Intern, Commercial Financial

    1 month ago

    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre and lasts approximately 9 months. A mentor is assigned to coach you throughout your training. This opportunity prepares...

  • Relationship Manager Intern, Commercial Financial Markets

    1 month ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Relationship Manager Intern in RBC's Commercial Banking platform, you will be part of a proactive, face-to-face client relationship role. This 9-month program is based primarily in a Commercial Centre and provides a comprehensive training experience. You will be assigned a mentor to coach you throughout your training, preparing you to...

  • Associate, Commercial Banking Associate Program

    3 months ago

    Edmonton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Account Manager Commercial Banking

    1 month ago

    Edmonton, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : The role is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is accountable for expanding its portfolio and maximizing the value of existing commercial business customer relationships for both credit and non-credit products/services. The Account...

  • Associate, Commercial Banking Mid-market

    6 months ago

    Edmonton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Associate, Commercial Banking

    6 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Relationship Manager Intern, Commercial Financial Markets

    3 weeks ago

    Edmonton, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As our Relationship Manager Intern , you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre and lasts approximately 9 months. A mentor is assigned to coach you throughout your training. This opportunity...

  • Client Relationship Agent

    5 months ago

    Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...