Relationship Manager, Professional Banking and

5 months ago

Toronto, Canada Meridian Credit Union Full time

**Why Meridian?**:
**At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.**:
**Find our story here**:About Meridian**:
**Our Business Banking Practice**:
**Our vision is to be recognized as the financial institution that has the most local impact, supported by a purpose-driven Value Proposition to our Members.**:
**We take the time to get to know our members’ business, anticipate their needs and provide customized solutions. After all, our obligations are to our Members, not shareholders, and we take to heart the best interests of our Members and communities we serve We're passionate about what we can do for their business and we’re empowered to leverage our local autonomy to meet their unique needs.**:
**In addition to building customized solutions for business, we offer full service commercial banking solutions, including a wide selection of daily banking products, complementary lending services, cash management solutions, as well as insurance and investments.**:
**As a Relationship Manager, Professional Banking & Program Lending**:
The Relationship Manager, Professional Banking and Program Lending will be accountable for contributing to the overall Branch success by managing, building and developing a portfolio of small to medium sized “small business” and “commercial” accounts in the Professionals and Program Lending segments. The portfolio of accounts will exhibit a medium to high degree of complexity and high degree of value to Meridian with lending needs generally less than $5,000,000. **The targeted industry segments are Healthcare Professionals, Accountants, Pharmacists, Optometrists, Veterinarians as well as other accredited/licensed Professionals (Architects, Chiropractors, etc.).**

Through consistent business development efforts and rigorous pipeline management, the Relationship Manager will be responsible for driving increased visibility, consistent business development and member retention activities in the targeted segments and geographic markets. The Relationship Manager will build and manage a high-quality network of COI’s comprising of industry professionals and local business leaders to generate high quality lending and deposit opportunities for Meridian. Through effective collaboration with key line of business partners in Retails, Cash Management and Wealth, the Manager will co-create and execute a strategic marketing and sales plan to increase market penetration and Meridian “share of wallet” in the targeted segments.

**What you will do**:
**_ Business Development_**
- Proactively build and maintain an effective business development sales plan and high-quality pipeline of lending and deposit opportunities.
- Independently generate lending and deposit opportunities in assigned region through consistent member acquisition activities, including proactive telephone solicitation to prospects, business development-oriented meetings at member’s place of business and building and nurturing a high-quality COI network.
- Probe to identify member needs and opportunities to sell or refer to appropriate team members or delivery channels. Solicit products and services highlighting features and benefits in order to deepen member relationships.
- Cross-sell Meridian’s products and services to solicit new members, foster business development through relationship and product knowledge.
- Keep abreast of changes within diverse industry sectors and proactively identify opportunities to improve the growth and development of the assigned portfolio by analyzing member needs, trends, and competitor offerings.

**_Portfolio Management_**
- Manage and grow a portfolio of Member accounts and provide Small Business owners with exceptional service and sound financial advice to meet their unique business and personal credit, deposit, cash management and payment processing needs.
- Manage portfolio at an acceptable level of credit risk by completing credit reviews, authorizing, renewing or declining Member requests, preparing documentation and identifying any deteriorating and/or unsatisfactory trends.
- Actively monitor and manage the profitability of Meridian’s relationship with a member in order to retain and maintain business.

**_Financial and Credit Analysis_**
- Demonstrate a well-developed understanding and solid analytical skills in the areas of financial statements, cash flow mechanics, and business plans presented by Members.
- Exhibit strong general business sense coupled with the ability to develop a comprehensive finance package structured exclusively to meet the member’s credit and non-credit needs.
- Analyze the Member’s financial condition and recommend financial solutions to best meet the Member’s business and personal needs.
- Structure, negotiate and document credit and cash management arrangements outl

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