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Ontario, Oregon, Canada bba Full timeJob OverviewWe are seeking a Senior Operations and Business Development Manager to lead our Thunder Bay office. As the Director of Operations, you will be responsible for developing a strategic plan that defines the objectives for the office and ensures its implementation.
Strategic Relationship Manager
1 month ago
We're a forward-thinking bank shaping the future of financial services. As a key member of our Personal and Business Banking team, you'll work in a dynamic Banking Centre where your expertise will drive meaningful outcomes for our clients.
As a Senior Client Advisor, you'll form deep connections with personal and small business clients, delivering tailored solutions that meet their unique goals and objectives. You'll manage a portfolio of mortgage clients, focusing on relationship development and client satisfaction. To ensure an exceptional client experience, you're flexible to work varied banking centre hours, including evenings and weekends.
Key Responsibilities:
- Client Engagement: Meet with clients to understand their needs, provide personalized advice, and create forward-looking financial plans.
- Relationship Building: Engage in marketing activities, grow your network, and deepen relationships to connect clients with relevant opportunities.
- Business Development: Leverage your network to uncover new opportunities and refer clients to relevant partners.
To support your success, we offer a competitive salary ($68,000 - $80,000 per annum), comprehensive benefits package*, and recognition programs such as MomentMakers. You must be legally eligible to work at our specified locations and possess any required work or study permits.
Certifications, Licenses, or Specialized Training: Temporary (Fixed Term)
Required Skills: Client Service, Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented