Client Relationship Manager, Commercial Banking

5 months ago


Montréal, Canada Scotiabank Full time

Requisition ID: 199633

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 business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

**Key Responsibilities**
- Promotes the development and profitable growth of the commercial banking portfolio in an assigned market area
- Builds and maintain a market profile in an assigned market area with both internal and external contacts
- Manages an assigned credit portfolio for authorizations up to $5MM at an acceptable level of risk
- Develop and implement a marketing strategy to maximize business development opportunities for sustainable growth;
- Develop 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 Commercial Banking segment and partners as appropriate.
- 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
- Champions a high performance environment and contributes to an inclusive work environment.

**Education / Experience / other information**
- Undergraduate degree in business or economics or work equivalency.
- Other training requirements as determined by the Bank from time to time.
- Previous work experience of at least 2 years or completion of the Bank’s Training Program is preferred
- Strong sales/closing skills, Strong networking ability, Strong negotiation skills, Good credit skills
- Strong communication and interpersonal skills are essential to this position.
- Strong relationship management skills
- Strong knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model, in order to provide integrated financial solutions.
- Ability to conduct due diligence on the strength of customer financials for deals of lower to moderate complexity
- Thorough knowledge of relationship building and teamwork skills
- The incumbent requires a thorough knowledge of the commercial banking marketplace in Canada and a general knowledge of the assigned market area’s key industries and competitive positioning within the assigned market area. The incumbent understands the Canadian Business Banking objectives, and has a thorough knowledge of segment, strategies and structure, as well as its lending and deposit products and services.
- Good knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes
- Good PC skills are necessary, including a working knowledge of MS Word, Excel, PowerPoint, Outlook, and other commercial systems and platforms.

Location(s): Canada : Quebec : Montreal-est || Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.



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