Business Banking Account Manager

7 months ago

Toronto, Canada DUCA Financial Services Credit Union Ltd. Full time

**Why DUCA?**

We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.

We exist to help People, Businesses and Communities **Do More, Be More, and Achieve More**.
- Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
- Competitive rates.
- Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
- Profit sharing among Members.
- Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7

A career with one of Canada’s fastest growing credit unions means you’ll find endless opportunities to make a difference with your unique abilities and perspectives. **Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives.** At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.

**Business Banking Account Manager**

**Job Purpose & Summary**

As a member of the Commercial and Business Banking team, the Business Banking Account Manager will understand and meet the diverse needs of our small business owners, including understanding their business and personal banking needs. The Business Banking Account Manager provides small business owners with exceptional service and sound financial advice to meet their diverse credit, deposit, and cash management needs. The Business Banking Account Manager will be responsible for meeting and exceeding specific individual and team-based goals.

The Business Banking Account Manager will manage portfolios of Business Banking Members to build and develop relationships with them and deepen their holdings with DUCA for both business and personal banking. The Business Banking Account Manager will be required to undertake business and revenue generating sales activities, build strong relationships in partnership with the branch teams, and leverage external centres of influence in order to obtain referrals of new business to DUCA.

**Key Accountabilities & Duties**
- Analyze, structure, and make recommendations on business loans and lines of credit, based on thorough and accurate credit interviewing and full needs assessment
- Manage an assigned portfolio of Business Banking Members
- Build and grow external centres of influence to optimize results
- Develop and manage a comprehensive business development plan
- Develop and maintain relationships with Retail and Wealth partners to ensure a coordinated market approach to Business Banking within the region
- Provide advice on day-to-day banking including deposit accounts by leveraging branch and partner teams
- Work with small business owners through business life-stages to enhance their ability to grow and profit
- Identify Wealth Management advice opportunities such as Estate or Investment Planning and refer to the appropriate DUCA partner/advisor
- Provide support and guidance to branch teams relating to meeting the basic needs of Business Banking Members and ensure holistic advice is being provided
- Hold relevant seminars jointly with the branch teams to promote Business Banking solutions and advice to Members
- Maintain appropriate records and administration to track and support the management of a portfolio, business development activities, and work-in-progress
- Use DUCA tools to proactively identify and promote opportunities with Members to deepen relationships and deliver a consistent Member experience
- Identify, drive, and administer referrals to Retail, Wealth and Commercial, as required
- Resolve problems at first point of contact where possible and refer more complex issues and Member concerns the appropriate party
- Process daily work in accordance with compliance, audit, policies and procedures
- Actively monitor the loan portfolio/perform annual reviews to ensure accounts are operating as authorized and take measures necessary to remedy non-performing assets

**Occupational Experience & Education Requirements**
- Post-secondary education in Business or related field
- Minimum of 2-3 years of experience in lending or credit role within financial services

**Knowledge, Skills & Attributes**
- Strong business acumen and financial industry knowledge
- Expert ability to understand and interpret financial statement information
- Passion for growing the business and achieving results against a target
- Strong technical skills with proven credit skil

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