Business Banking Account Manager

15 hours ago


Kitchener, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time
Business Banking Account Manager Role

Overview:

DUCA Financial Services Credit Union Ltd. is seeking a highly skilled Business Banking Account Manager to join our dynamic team. In this role, you will be responsible for building and maintaining strong relationships with our small business members, identifying their financial needs, and providing tailored solutions to meet their business and personal banking requirements.

Key Responsibilities:

  • Analyze and interpret financial statements to understand business needs and provide sound financial advice.
  • Manage a portfolio of business banking members to deepen their holdings with DUCA and meet their diverse credit, deposit, and cash management needs.
  • Develop and implement business development plans to grow the business and achieve results against targets.
  • Provide exceptional customer service and support to meet the evolving needs of our members.
  • Work closely with the Commercial and Business Banking team to ensure a coordinated market approach to business banking within the region.

Requirements:

  • Post-secondary education in Business or a related field.
  • Minimum of 2-3 years of experience in lending or credit roles within financial services.
  • Strong business acumen and financial industry knowledge.
  • Excellent communication, negotiation, and influencing skills.
  • Proven credit skills and ability to interpret financial statements.


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