Senior Client Account Specialist

3 weeks ago


Hamilton, Ontario, Canada FirstOntario Credit Union Full time

Why Choose FirstOntario?

  • Attractive compensation packages
  • Comprehensive health and wellness benefits, including a yearly Personal Spending Account
  • Enhanced mental health support through our partners
  • Exclusive banking perks
  • Up to $1000 annually for professional development
  • Pension Plan
  • Flexible work environment
  • Company-wide Employee Volunteer initiative
  • Employee and Family Assistance Program

Position Overview

Key Responsibilities

The Account Manager for Commercial Services is responsible for providing exceptional service to both existing and prospective Business Members, while integrating FirstOntario Business into the community to establish it as the preferred business lender. This role also supports FirstOntario Credit Union's strategic objectives by meeting sales targets related to loans, mortgages, deposits, and fees, with the aim of fostering business growth.

  • Act as a trusted advisor to members, offering credible guidance through dedicated support and service that enhances Share of Wallet targets.
  • Manage the underwriting, administration, and oversight of commercial loans within your portfolio.
  • Supervise the sourcing, credit write-up, adjudication, and review of Commercial credit files, ensuring that risk mitigation strategies and audits are effectively implemented.
  • Proactively oversee credit portfolio reviews to ensure they are completed prior to their annual expiry dates, which includes tracking and analyzing annual reporting requirements from each Member in a timely manner.
  • Identify opportunities within sales targets promptly and execute action plans accordingly.
  • Provide sound credit recommendations to relevant departments, including the Credit Department and Management Credit Committee, to support business objectives and deliver comprehensive service to our members.
  • Implement a disciplined sales/service strategy, utilizing campaigns developed by business partners to achieve annual financial goals.

Qualifications and Skills

  • A post-secondary diploma or degree in Business Administration, Commerce, Economics, or equivalent industry experience.
  • A strong business acumen with four to eight (4-8) years of experience in Business/Commercial banking or related Member-facing and/or Credit adjudication roles.
  • Five or more (5+) years of experience in Commercial Real Estate underwriting; Development and Construction underwriting is considered an asset.
  • Experience in sales/business development within the Commercial banking sector.

Note: The designation of Senior Account Manager will be reserved for candidates based on their experience.

Interested in this position but don't meet every requirement? We encourage you to apply. We understand that candidates may not possess 100% of the qualifications listed but can still bring significant value to our team. We are actively seeking diverse backgrounds and perspectives to enhance FirstOntario.

Our inclusive work environment embraces diversity and supports accessibility. If you require accommodation during the recruitment process, please inform us.


#J-18808-Ljbffr

  • Hamilton, Ontario, Canada Operatic Agency Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Account Director to join our team at Operatic Agency. As a key member of our leadership team, you will be responsible for shaping and executing high-level strategic initiatives, leading a team of Account Supervisors and Account Managers, and fostering client relationships at a senior...


  • Hamilton, Ontario, Canada Operatic Agency Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Account Director to join our team at Operatic Agency. As a key member of our leadership team, you will be responsible for shaping and executing high-level strategic initiatives, leading a team of Account Supervisors and Account Managers, and fostering client relationships at a senior...


  • Hamilton, Ontario, Canada Elby Professional Recruitment Inc Full time

    **Job Summary**Elby Professional Recruitment Inc is seeking an experienced Accounts Receivable Specialist to join our client's team in Hamilton, Ontario. As an AR Specialist, you will play a crucial role in managing the company's accounts receivable function, ensuring timely and accurate processing of invoices, payments, and credit applications.Key...


  • Hamilton, Ontario, Canada Elby Professional Recruitment Inc Full time

    **Job Summary**Elby Professional Recruitment Inc is seeking an experienced Accounts Receivable Specialist to join our client's team in Hamilton, Ontario. As an AR Specialist, you will play a crucial role in managing the company's accounts receivable function, ensuring timely and accurate processing of invoices, payments, and credit applications.Key...


  • Hamilton, Ontario, Canada Elby Professional Recruitment Inc Full time

    **Job Summary**Elby Professional Recruitment Inc is seeking an experienced Accounts Receivable Specialist to join our client's team in Hamilton, Ontario. As an AR Specialist, you will play a crucial role in managing the company's accounts receivable function, ensuring timely and accurate processing of invoices, payments, and credit applications.Key...


  • Hamilton, Ontario, Canada Elby Professional Recruitment Inc Full time

    **Job Summary**Elby Professional Recruitment Inc is seeking an experienced Accounts Receivable Specialist to join our client's team in Hamilton, Ontario. As an AR Specialist, you will play a crucial role in managing the company's accounts receivable function, ensuring timely and accurate processing of invoices, payments, and credit applications.Key...


  • Hamilton, Ontario, Canada Elby Professional Recruitment Inc Full time

    Job Title: Accounts Receivable SpecialistJob Summary:We are seeking an experienced Accounts Receivable Specialist to join our team at Elby Professional Recruitment Inc. As an AR Specialist, you will play a crucial role in managing our client's accounts receivable function, ensuring timely and accurate processing of invoices, payments, and credit...


  • Hamilton, Ontario, Canada Elby Professional Recruitment Inc Full time

    Job Title: Accounts Receivable SpecialistJob Summary:We are seeking an experienced Accounts Receivable Specialist to join our team at Elby Professional Recruitment Inc. As an AR Specialist, you will play a crucial role in managing our client's accounts receivable function, ensuring timely and accurate processing of invoices, payments, and credit...


  • Hamilton, Ontario, Canada Accor Hotels Full time $25 - $30

    Full-Time PositionCompany: Accor HotelsJob Category: FinancePosition: Accounts Receivable SpecialistAt Accor Hotels, we believe in embracing individuality and fostering a workplace where you can thrive. We are committed to your professional development and personal growth, ensuring that your career journey is fulfilling and meaningful.Key Responsibilities:As...


  • Hamilton, Ontario, Canada BairesDev Full time

    Job Opportunity: Senior Account Manager We are seeking a Senior Account Manager to become an integral part of our Management team, engaging in various initiatives with diverse teams spread across the globe. Ideal candidates will be proactive, energetic, and collaborative individuals with exceptional organizational skills, capable of managing multiple...


  • Hamilton, Ontario, Canada The Mason Group Inc Full time

    Job Title: Accounts Receivable SpecialistThe Mason Group Inc is seeking a highly organized and detail-oriented Accounts Receivable Specialist to join our team. As an AR Specialist, you will play a crucial role in ensuring the smooth operation of our company's financial processes.Key Responsibilities:Monitor and manage accounts receivable inbox for incoming...


  • Hamilton, Ontario, Canada The Mason Group Inc Full time

    Job Title: Accounts Receivable SpecialistThe Mason Group Inc is seeking a highly organized and detail-oriented Accounts Receivable Specialist to join our team. As an AR Specialist, you will play a crucial role in ensuring the smooth operation of our company's financial processes.Key Responsibilities:Monitor and manage accounts receivable inbox for incoming...

  • Sales Specialist

    4 days ago


    Hamilton, Ontario, Canada AppleOne Full time

    **Job Summary:**The Senior Product Sales Specialist is responsible for acting as the primary contact for builders, renovators, and homeowners engaging in a construction project. The Senior Product Sales Specialist is responsible for completing site measures and quality take-offs for all key product categories (Trim & Doors, Windows, Siding, and Exterior...

  • Sales Specialist

    6 days ago


    Hamilton, Ontario, Canada AppleOne Full time

    **Job Summary:**The Senior Product Sales Specialist is responsible for acting as the primary contact for builders, renovators, and homeowners engaging in a construction project. The Senior Product Sales Specialist is responsible for completing site measures and quality take-offs for all key product categories (Trim & Doors, Windows, Siding, and Exterior...


  • Hamilton, Ontario, Canada Maruti Management Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Accounting Specialist to join our team at Maruti Management. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key...


  • Hamilton, Ontario, Canada Maruti Management Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Accounting Specialist to join our team at Maruti Management. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key...


  • Hamilton, Ontario, Canada Accor Hotels Full time $25 - $30

    Job Schedule: Full Time Job Type: Permanent Brands: FAIRMONT Job Category: Finance Location: Tunis Accounts Receivable Specialist Company Overview: Why choose Accor? We are more than just a global leader in hospitality. We embrace individuality and offer opportunities that align with your unique personality. Our commitment is to foster your...


  • Hamilton, Ontario, Canada Allergan Full time

    Job Description**Job Title:** Senior Label Specialist**Job Summary:** We are seeking a highly skilled Senior Label Specialist to join our team at Allergan. As a Senior Label Specialist, you will be responsible for creating and managing labeling content for our products.Key Responsibilities:Develop and maintain labeling content in accordance with regulatory...


  • Hamilton, Ontario, Canada Allergan Full time

    Job Description**Job Title:** Senior Label Specialist**Job Summary:** We are seeking a highly skilled Senior Label Specialist to join our team at Allergan. As a Senior Label Specialist, you will be responsible for creating and managing labeling content for our products.Key Responsibilities:Develop and maintain labeling content in accordance with regulatory...


  • Hamilton, Ontario, Canada AppleOne Full time

    Position: Senior AccountantOverview:Comprehensive benefits package including health, dental, and vision insuranceEmployer-matched retirement savings contributionsReimbursement for CPA membership fees, ongoing education, and professional development coursesEnjoy shortened workdays on Fridays during the summer monthsCompany-issued laptop for professional...