Relationship Manager

3 weeks ago

Edmonton, Alberta, Canada Servus Credit Union Ltd. Full time
Posting Closes: March 14, 2025 @ 4:00 pm (MST)

Employment Status: Full-time

Compensation: ~$87,000 - $109,000 (based on education and/or experience)

We are looking for a Relationship Manager - Corporate and Institutional to join our Cash Management team in Edmonton or Calgary

Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy, and driven individuals.

As a Relationship Manager - Corporate and Institutional, you will be accountable for growing, managing and maintaining the credit union's portfolio of large enterprise and not-for-profit organizations, public sector banking arrangements and wholesale deposit fundings. The portfolio consists of complex cash management arrangements and institutional investors.

The Corporate & Institutional team will help Servus grow through targeted portfolio diversification, developing new relationships in accordance with the organization's deposit funding needs and liquidity management objectives. The successful candidate will be required to provide corporate feedback on emerging trends in cash and treasury management services while ensuring compliance with regulatory requirements and internal policies.

The individual will have primary responsibility for the acquisition and development of new relationships with average depository needs in the range of $5 million and up and/or those requiring custom cash management solutions. The individual will be the lead relationship manager on these accounts.

The employee is required to have in-depth knowledge of all cash management and business payment services and associated rules and guidelines.

Responsibilities:

- Develop and implement a marketing plan that contributes to the credit union's deposit funding and liquidity management objectives including corporate, institutional, municipal and public sector markets.
- Establish a network of referral sources from centres of influence (COIs) including business or other associations, accountants, and lawyers.
- Contribute to the management and administration of the Public Sector Cash Management RFP process while ensuring competitive profitable pricing practices.
- Drive new member relationships that meet Servus' liquidity requirements and determine appropriate member deposit pricing.
- Work directly with the treasury department to implement competitive and profitable pricing practices when onboarding new or maintaining existing institutional members.
- Develop and implement a solutions-based approach to meet the needs of business members.
- Drive member wallet share by establishing, maintaining and growing relationships and engaging key partners.

Experience:

- A minimum of 5 years of financial institution management experience.
- 5 years of relevant Commercial or Cash Management experience at a Canadian Financial Institution.
- Solid understanding of financial markets with specific emphasis on deposits and other money market instruments and foreign exchange.
- Strong interpersonal skills and the ability to draft and pitch cash management solutions to prospective members.
- Proven ability to produce effective results working independently with limited supervision while also operating effectively as a collaborative team member.
- Ability to meet deadlines and establish priorities to manage multiple projects.

Education and Training:

- A post-secondary degree in a business discipline or an equivalent combination of education and experience.
- Professional designation is an asset (CFA, CPA, CTP, CIM).
- Experience in commercial lending is an asset.

Benefits:

- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Competitive Compensation including performance-based incentive pay
- Meaningful work towards individual and corporate goals
- Opportunities to give back through an employee volunteer program

At Servus, our employees are also members, enjoying benefits such as profit sharing, voting for the board of directors, and additional perks.

What happens next?

Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.

Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don't check every box we encourage you to apply

#indh

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