Relationship Manager, Commercial Banking

1 week ago


Woodbridge, Canada HSBC Full time

Opening up a world of opportunity.

We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses.

We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities.

Commercial Banking

Our global reach and expertise help domestic and international businesses around the world unlock their potential. Our customers range from small and medium-sized firms focused primarily on their domestic markets, through to large companies operating globally. Our services include working capital, term loans, payment services and international trade facilitation.

About the role

The jobholder is expected to acquire, retain and expand relationships with customers we want to bank within Business Banking profitably, by identifying customer needs first and then recommending appropriate solutions for the customer to consider and accept.

The jobholder’s portfolio will consist of both domestic and international relationships with revenues between $5m and $50m. The role will involve managing all aspects of the relationship including the inherent credit and operational risks. The jobholder will be responsible for establishing a strong, visible profile within the business area and focusing on the delivery of the Bank’s capabilities within Business Banking.

**Responsibilities**:

- Put customers first in all that we do and develop/increase connectivity
- Own customer engagement; ensure service excellence at all times, for all aspects of any customer, prospect or professional’s interaction with HSBC.
- Optimize the potential value and profitability of existing relationships by assisting in the delivery of solutions, products and services appropriate to meet customer need and to improve customer engagement.
- Be an ambassador for HSBC and develop the bank’s profile in the local business community.
- Take a proactive approach to client planning collaborating effectively with products partners and colleagues to assess customer needs and delivering appropriate solutions.
- Work in partnership with colleagues across the HSBC network to deliver exceptional standards and quality of service.
- Ensure fairness in all aspects of strategy, product design & delivery, sales processes, customer literature & correspondence, financial promotions, administration and complaint handling.
- Establish an effective dialogue/ working relationship with Risk Management teams in order to build a sustainable asset growth.
- Participate in internal and external business events, road shows and seminars as required by the business
- Enhance the Bank’s image in the marketplace to build key relationships with third parties, and in conjunction with management, establish strong relationships with HSBC customers/prospects and accountants/lawyers, Trade Advisors etc
- Ensure early identification of problem relationships and proper action to be taken on potential and existing problem accounts to protect HSBC interests
- Work as an integrated member of the Business Banking team.
- Lead, inspire and motivate junior colleagues to ensure a seamless relationship management service is delivered all customers and proactively share knowledge, experiences and best practices with junior Relationship Managers.
- Live the Group Values.
- Act as an ambassador for the team and contribute fully to its development, effectiveness and success.
- Support new and existing colleagues promoting and contributing to an engagement culture.
- Coach and provide development support to other Relationship Managers and support officers, taking a genuine interest in their progression.
- Maintain excellent communication with Group colleagues to ensure a joined up approach to identifying and capturing cross border opportunities.
- Provide active feedback to seniors on process, operations, risks etc and make recommendation as to how these can be changed to secure the customer and the bank.
- Promote an environment that supports diversity and reflects the HSBC brand.
- Adhere to structures and processes in place for the management of credit, operational, reputation and regulatory risk.
- Complete, timely, and in-depth evaluations or reviews of financial and operating risks for all credit facilities, in order to ensure usage is in accordance with approved terms and conditions.
- Ensure credit and operational quality is not compromised in the pursuit of income
- Ensure operational losses and fraud are minimized
- Respond within agreed timelines to issues raised by audit and external regulators.
- Ensure timely and accurate maintenance of customer information, including Know Your Customer requirements in Group systems
- Resolve any/all identified issues promptly, and escalate concerns to management as appropriate to ensure timely awareness of any material concerns



  • Woodbridge, Canada HSBC Full time

    HSBC is following Canadian government guidelines to stop the spread of COVID-19. We are keeping our customers, employees and job applicants safe through enhanced safety protocols undertaken at our branches, remote working where possible, mandatory vaccinations and video / telephone interviewing. Opening up a world of opportunity. We're a financial services...


  • Woodbridge, Canada TD Bank Full time

    **Work Location**: Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a strategy that’s...


  • Woodbridge, Canada TD Bank Full time

    **Business Banking Associate**: - 417396BR **Job Category - Primary** - Commercial Banking **Work Location** - 4499 Highway 7 West **Employment Type** - Regular **City** - Woodbridge **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Hours/Availability Detail** - 37.5 **Pay...


  • Woodbridge, Canada Arelli Commercial Cleaning Full time

    _Arelli Cleaning_ is a reputable cleaning and disinfecting service provider with over 15 years of experience. We are expanding our team and looking for an experienced commercial cleaner in **Woodbridge** who can work flexible hours, including night-time, after business hours and weekends. With Arelli, you'll be able to choose your favorite locations and...


  • Woodbridge, Canada REV Capital Full time

    **CLIENT RELATIONSHIP MANAGER** We are searching for a result driven Client Relationship Manager to create and nurture long-term relationships with our clients. You will be responsible for resolving any issues that arise to ensure clients are satisfied with our services. You will be responsible for building, maintaining, and strengthening our company’s...


  • Woodbridge, Canada Ceratec Full time

    Our employees directly contribute to our rapidly growing organization and have acquired exceptional skill sets in doing so. Looking to be part of a passionate, transparent, and collaborative environment, then Ceratec is where you want to be. Our Territory Managers are at the heart of our corporate culture. While promoting and merchandising Ceratec’s...


  • Woodbridge, Canada Ceratec Full time

    Our employees directly contribute to our rapidly growing organization and have acquired exceptional skill sets in doing so. Looking to be part of a passionate, transparent, and collaborative environment, then Ceratec is where you want to be. Our Territory Managers are at the heart of our corporate culture. While promoting and merchandising Ceratec’s...


  • Woodbridge, Canada Rev Capital Full time

    **CLIENT RELATIONSHIP MANAGER** We are searching for a result driven Client Relationship Manager to create and nurture long-term relationships with our clients. You will be responsible for resolving any issues that arise to ensure clients are satisfied with our services. You will be responsible for building, maintaining, and strengthening our company’s...


  • Woodbridge, Canada REV Capital Full time

    Role: Client Relationship Manager Type: Full-Time, Permanent Location: Onsite, Woodbridge HQ **Client Relationship Manager** REV Capital is looking for a Client Relationship Manager to join our growing team! The Client Relationship Manager will be the main point of contact for our clients. Working closely with cross-functional teams, the Client...


  • Woodbridge, Canada REV Capital Full time

    Role: Client Relationship Manager Type: Full-Time, Permanent Location: Onsite, Woodbridge HQ **Client Relationship Manager** REV Capital is looking for a Client Relationship Manager to join our growing team! The Client Relationship Manager will be the main point of contact for our clients. Working closely with cross-functional teams, the Client...


  • Woodbridge, Canada REV Capital Full time

    Role: Client Relationship Manager Type: Full-Time, Permanent Location: Onsite, Woodbridge HQ **Client Relationship Manager** REV Capital is looking for a Client Relationship Manager to join our growing team! The Client Relationship Manager will be the main point of contact for our clients. Working closely with cross-functional teams, the Client...


  • Woodbridge, Ontario, Canada RDA Insurance Full time

    RDA Insurance is a leading commercial insurance brokerage known for providing innovative risk management solutions to businesses across Ontario. Our company has been growing steadily, and we are now expanding our Lloyd's Division.Job DescriptionWe are seeking experienced Underwriters to oversee and guide a team of underwriters, manage underwriting...


  • Woodbridge, Canada REV Capital Full time

    **CLIENT RELATIONSHIP MANAGER** We are searching for a result driven Client Relationship Manager to create and nurture long-term relationships with our clients. You will be responsible for resolving any issues that arise to ensure clients are satisfied with our services. You will be responsible for building, maintaining, and strengthening our company’s...


  • Woodbridge, Canada Anatolia Tile + Stone Full time

    Anatolia Capital Corp (ACC) is the real estate division of Anatolia Group Inc. Its business activities include the purchase and lease of commercial/industrial properties and the development and redevelopment of commercial/industrial properties. ACC also participates in renewable energy opportunities and currently own two large (150KW & 500KW) rooftop solar...

  • Premium Banker

    7 months ago


    Woodbridge, Canada HSBC Full time

    Opening up a world of opportunity. We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our...

  • Commercial Underwriter

    2 months ago


    Woodbridge, Canada RDA Insurance Full time

    About the Company:RDA Insurance is a leading commercial insurance brokerage known for providing innovative risk management solutions to businesses across Ontario. As part of our continued growth, we are expanding our Lloyd’s Division and are currently looking to hire two experienced Underwriters. These positions present an exciting opportunity to work in a...

  • Commercial Underwriter

    2 months ago


    Woodbridge, Canada RDA Insurance Full time

    About the Company: RDA Insurance is a leading commercial insurance brokerage known for providing innovative risk management solutions to businesses across Ontario. As part of our continued growth, we are expanding our Lloyd’s Division and are currently looking to hire two experienced Underwriters. These positions present an exciting opportunity to work in...


  • Woodbridge, Canada Commercial Cleaning Services Full time

    Our company is looking for experienced individuals and couples to help us with a new commercial facility accounts in the Woodbridge area. Shifts consist of evening starting from 7 pm - 3 am. Duties include: - Vacuuming and mopping -Dusting -Garbage pick up and dispose to designated area -Washrooms.Lunchrooms and cafeterias -Exercise rooms - Parking lot and...


  • Woodbridge, Ontario, Canada RDA Insurance Full time

    About RDA Insurance:RDA Insurance is a leading commercial insurance brokerage known for providing innovative risk management solutions to businesses across Ontario. We are expanding our Lloyd's Division and are currently looking to hire two experienced Underwriters.Job Overview:We are seeking talented individuals to join our dynamic team as Senior Commercial...

  • Mortgage Advisor

    3 weeks ago


    Woodbridge, Canada Scotiabank Full time

    Requisition ID: 155478 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: As a Mortgage Advisor you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres...