Relationship Manager Business Banking
2 weeks ago
20 Erb Street West Waterloo Ontario,N2L 1T2
Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.
- Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.
- Understands the local market and proactively develops relationships with centres of influence.
- Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
- Answers inquiries and provides accurate information about business banking products and services.
- Responds to information requests and follows established protocols.
- Resolves or escalates issues.
- Develops and maintains long-term, profitable relationships and expands organization’s wallet share within the assigned portfolio.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Monitors and tracks performance, and addresses any issues.
- Designs and produces regular and ad-hoc reports, and dashboards.
- Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
- Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
- Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
- Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.
- Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.
- Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.
- Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.
- Understands customer needs and offers financial solutions that meet customer goals.
- Understands the local market and proactively develops relationships with centres of influence.
- Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
- Recommends and implements solutions based on analysis of issues and implications for the business.
- Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.
- Assists in the development of strategic plans.
- Identifies emerging issues and trends to inform decision-making.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Provides input into the planning and implementation of operational programs.
- Provides advice and guidance to assigned business/group on implementation of solutions.
- Ensures alignment between stakeholders.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
- Executes work to deliver timely, accurate, and efficient service.
- Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
- Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
- Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.
- Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
- Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
-
Waterloo, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking an experienced Business Banking Solutions Manager to join our team in Waterloo, Ontario. As a key member of our Corporate & Commercial Credit portfolio, you will be responsible for contributing to the profitable growth and quality of our business.Job DescriptionPerform financial solutions-related activities for clients, including...
-
Senior Relationship Manager
4 days ago
Waterloo, Ontario, Canada U.S. Bank Full timeRole OverviewU.S. Bank is on a mission to provide exceptional financial services to its customers and businesses.Salary and Benefits$60,000 - $80,000 per year, plus benefits including healthcare, basic term and optional term life insurance, short-term and long-term disability, pregnancy disability and parental leave, 401(k) and employer-funded retirement...
-
Waterloo, Ontario, Canada Scotiabank Full timeScotiabank Senior Credit Solutions Manager OpportunityWe are seeking a seasoned professional to join our team as a Senior Credit Solutions Manager in our Business Banking Distribution group. This role is based in Waterloo, Ontario, and is an excellent opportunity for someone with strong credit skills and commercial banking experience to grow their career.Job...
-
Business Banking Portfolio Manager
4 weeks ago
Waterloo, Ontario, Canada Scotiabank Full timeJob DescriptionWe are seeking a highly skilled Business Banking Portfolio Manager to join our team in Waterloo, Ontario. As a key member of our Commercial Credit team, you will be responsible for managing a portfolio of business banking clients and providing expert financial solutions to support their growth and success.About the RoleManage a portfolio of...
-
Business Analyst
4 months ago
Waterloo, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Waterloo, Canada Scotiabank Full timeRequisition ID: 208821Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Senior Credit Solutions Manager, Business Banking Distribution - Waterloo, Ontario Purpose The Senior Credit Solutions Manager (Sr. CSM) is responsible for contributing to the profitable growth and quality of the Bank’s...
-
Bank - Knowledge Management Specialist
7 months ago
Waterloo, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Bank Knowledge Management Consultant
6 months ago
Waterloo, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Waterloo, Ontario, Canada Scotiabank Full timeAt Scotiabank, we are seeking a Senior Credit Solutions Manager to join our Business Banking Distribution team in Waterloo, Ontario. As a key member of our Commercial Credit portfolio team, you will be responsible for contributing to the profitable growth and quality of our Corporate & Commercial Credit portfolio.Job Description:In this role, you will...
-
Credit Analyst, Commercial Banking Distribution
3 months ago
Waterloo, Canada Scotiabank Full timeRequisition ID: 206504 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Credit Analyst, Commercial Banking - Waterloo, Ontario** **Purpose** Contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support...
-
Chief Commercial Banking Officer
2 weeks ago
Waterloo, Ontario, Canada National Bank of Canada Full timeA career in Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects.Taking Charge of Business GrowthYour key responsibilities will include:Identifying and...
-
Avp, Technology, Manulife Bank
6 months ago
Waterloo, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Small Business Advisor
6 months ago
Waterloo, Canada Scotiabank Full timeRequisition ID: 188382 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...
-
Strategic Commercial Banking Leader Opportunity
2 weeks ago
Waterloo, Ontario, Canada Banque Nationale du Canada Full timeLead Business Development in Commercial BankingWe are seeking an experienced Commercial Banking Director to join our team at the Banque Nationale du Canada. As a key member of our commercial banking sector, you will be responsible for growing our business client portfolio and developing strategic plans to drive growth.Your primary focus will be on...
-
Compliance Manager
7 months ago
Waterloo, Canada Manulife Full timeJob Description As a federally chartered bank and federally and provincially regulated trust company, Manulife Bank and Manulife Trust (“Manulife Bank” or “our”) are subject to numerous legislative requirements including the Bank Act, the Trust and Loans Company Act, among others. In this position, your primary responsibility is to...
-
Personal Banking Associate
6 months ago
Waterloo, Canada BMO Financial Group Full time730 Glen Forrest Boulevard Waterloo Ontario,N2L 4K8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Pia Client Relationship Associate
6 months ago
Waterloo, Canada TD Bank Full time**PIA Client Relationship Associate**: - 431354BR **Job Category - Primary** - Wealth Management **Work Location** - 412 Albert Street **Employment Type** - Regular **City** - Waterloo **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth...
-
Community Manager
6 months ago
Waterloo, Canada Libro Credit Union Full timeCareer Opportunity Libro is growing - and Libro is hiring. Our expansion plans include a series of new hires across southwestern Ontario. Take a look. Careers - Job Opportunities With Libro Credit Union | Libro Who We Are What Opportunity Awaits? Libro has an opportunity for a passionately accountable Community Manager to support a location within the...
-
Waterloo, Ontario, Canada Banque Nationale du Canada Full timeUnlock Your Potential as a Senior Commercial Banking DirectorAre you a seasoned professional with a passion for commercial banking and leadership? Do you have what it takes to drive business growth and deliver exceptional results?About the RoleWe are seeking an experienced Senior Commercial Banking Director to join our team at Banque Nationale du Canada. As...
-
Senior Credit Solutions Leader
2 days ago
Waterloo, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Credit Solutions Manager to join our Business Banking Distribution team in Waterloo, Ontario. As a key member of our Commercial Banking team, you will be responsible for contributing to the profitable growth and quality of our Corporate & Commercial Credit portfolio.
