Commercial Account Manager

2 weeks ago

Burnaby, Canada Gulf & Fraser Full time

Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit At Gulf & Fraser, we strive to create a future where everyone in our communities can achieve financial wellness. For over 80 years, Gulf & Fraser has invested in what we value most: our members, partners, employees, and our communities. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.

**What this role is all about**:
The Commercial Account Manager is responsible for growing the size and profitability of the commercial book by gathering external assets, acting on internal referrals and managing a portfolio of relationships, as well as contributing to the growth of all lines of G&F’s business. The incumbent works collaboratively with all credit union and subsidiary staff to proactively network, build relationships and seek business development opportunities with members and non-members. The Commercial Account manager is mobile and committed to service excellence on all facets of business, with the goal of promoting G&F as a primary financial institution and partner in community development.

**What you’ll do**:

- Works to develop commercial business from external sources, within current book and with the G&F membership.
- Manages portfolio growth by meeting sales and referral targets and increasing product and service penetration of existing members.
- Monitors commercial loans on an ongoing basis by ensuring annual reviews are completed as per commercial loan policy.
- Seeks opportunities to collaborate and cross-sell other G&F products and refer members to sales partners, including retail banking, wealth management, insurance and
- mortgage specialists.
- Actively promotes G&F through involvement in community groups, community events and business development opportunities.

**A little about your qualifications**:

- Degree or diploma in finance, commerce or business administration
- 7-10 years’ progressive experience with proven track record in sourcing and closing commercial deals
- Experience in real estate lending is a must - acquisition and construction financing of Multi-Residential, Single Family Dwellings and Commercial buildings
- Experience adjudicating credit is an asset
- Strong business acumen; understanding and knowledge of market trends and current economic environment
- Demonstrated strength in sales and identifying opportunities for product cross
- selling
- Excellent relationship management abilities and sound judgment
- Equivalent combination of the above may be appropriate

**What you’ll gain**:

- Competitive base salary, reviewed annually
- An incentive bonus plan
- Flexible, top-notch benefits plan - choose what’s important to you, whether it’s a transit pass, gym membership, or additional vacation time
- Flexible, hybrid work environment #LI-hybrid
- Annual time off to recharge - vacation starting at 3 weeks and 12 personal days
- Amazing RRSP program - we contribute at a great rate, whether you choose to contribute yourself or not
- Loans at preferred interest rates, discounted banking accounts and credit cards, unique banking instruments, professional financial advice - we are a credit union, after all
- Professional development - we’re truly committed to our team’s growth through in-house training, personal coaching, leadership development programs, mentorship, tuition reimbursement, professional dues coverage, and conference participation

**Who we are**:
**_ Power your possible_**_TM_**_._** At Gulf & Fraser, growth and development is an important facet of your experience and we encourage everyone to progress and contribute in a meaningful way. Here, you can develop and further your career alongside a team of passionate, empowered and engaged professionals who recognize the power of collaboration, innovation, recognition, and driving their own success. For us, the vision of ‘Power your possible_TM_ extends to our teams, as well as our members.

**_ Drive, contribute, grow - together. _**We are stronger together and are proud to foster a caring, open-minded, and inclusive culture. We embrace diversity of backgrounds, ideas, perspectives, and experiences - this way we can meet the unique needs of our employees, members, and communities Join our team and let’s work together to embody and promote our values: offering a welcoming environment, accountability, collaboration, and adaptability.

**Ready to join?

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