Commercial Banking Portfolio Manager

2 days ago

Halifax, Nova Scotia, Canada CWB Full time
About the Role

We are seeking a highly skilled and experienced Commercial Banking Portfolio Manager to join our team at CWB. As a key member of our commercial banking team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for a complex and diversified client portfolio.

Key Responsibilities
  • Partner with sales teams to support the branch through effective and timely credit underwriting for new and existing borrowing clients.
  • Manage risks and day-to-day client relationships for Mid-Market commercial clients.
  • Use knowledge of credit policies and arrangements to apply risk mitigation skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented.
  • Proactively manage risk with prudent lending recommendations, including appropriate and consistent monitoring and due diligence, minimizing operational losses.
  • Connect with clients daily and provide critical retention touch points for high-value clients, actively determining needs and referring clients to other business partners across CWB Financial Group.
Requirements
  • A Bachelor's Degree in commerce, finance, or accounting fields (or equivalent experience) with demonstrated and proven abilities within functions of risk management, banking, business lending, including significant direct experience with commercial credit underwriting across a broad range of industries.
  • Direct leadership and coaching experience.
What We Offer
  • A dynamic and inclusive work environment.
  • A comprehensive benefits package, including hybrid work environments, everyday flexibility, generous company-funded health coverage, and a flexible wellness program.
  • Opportunities for career development and growth, including organization-wide coaching services, mentorship, and education support and training programs.
About CWB

CWB is a bank built for business owners, committed to providing a safe and inclusive environment where a diverse workforce thrives. We are proud to be recognized by Great Place to Work in 2024 as one of Canada's top 50 Best Workplaces and member of Waterstone Human Capital's Most Admired Corporate Culture Hall of Fame.

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