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Client Success Manager

2 months ago

Kelowna, British Columbia, Canada Scotiabank Full time
About the Role

The Commercial Banking Relationship Manager plays a critical role in the success of Scotiabank's Commercial Banking division in Canada. This position is responsible for ensuring the execution of specific individual goals, plans, and initiatives in support of the team's business strategies and objectives.

The incumbent is responsible for ensuring effective relationship management and conducts sales planning and fulfills the execution of service for existing customer base. The CRM is also responsible for analysis and completion of credit applications.

Key Responsibilities:

  • Promotes the development and profitable growth of the commercial banking portfolio in an assigned market area.
  • Builds and maintains a market profile in an assigned market area with both internal and external contacts.
  • Manages an assigned credit portfolio for authorizations up to $5MM at an acceptable level of risk.
  • Develops and implements a marketing strategy to maximize business development opportunities for sustainable growth.
  • Develops sales plans for prospects and existing customers.
  • Identifies prospects/referrals from other internal/external networks.
  • Analyzes prospect lists and prioritizes business development opportunities based on market data and customer analytics.
  • Partners with internal resources for non-credit related products.
  • Refers customers and prospects to the appropriate Commercial Banking segment and partners as appropriate.
  • Plans and completes relationship activities that generate sales opportunities and/or provide value to clients.
  • Builds and maintains an awareness of local market and general economic conditions.
  • Champions a high-performance environment and contributes to an inclusive work environment.

What We're Offering:

  • A rewarding career path with diverse opportunities for professional development.
  • A competitive compensation and benefits package.
  • Internal training to support your career growth and enhance your skills.
  • An organization committed to making a difference in our communities – for you and our customers.