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Senior Associate, Origination Client Management Specialist
1 month ago
Job Summary
We are seeking a highly motivated Senior Associate to join our Technology and Innovation Banking team in Vancouver. As a Senior Associate, you will be responsible for building, growing, and managing a portfolio of clients operating in the assigned technology and innovation segment.
Key Responsibilities
- Contribute to the overall success of Technology Innovation Banking in Canadian Business Banking by executing specific individual goals, plans, and initiatives in support of the team's business strategies and objectives.
- Ensure all activities conducted are in compliance with governing regulations, internal policies, and procedures.
- Build and establish a TIB portfolio, maintaining a current and thorough knowledge of the commercial bank's product offerings to effectively promote tailored presentation packages to meet specific customer needs.
- Stay abreast of industry trends and maintain a deep understanding of the inherent needs, challenges, and opportunities unique to companies operating in the various technology and innovation segments.
Requirements
- Passion in working with entrepreneurs in the tech space.
- A high level of energy, commitment, and strong sense of teamwork are needed to be successful in the role.
- Knowledge and understanding of the Technology and Innovation industry segments, the Technology and Innovation business banking marketplace in Canada, and knowledge of the assigned market area's key prospects, major companies, and competitive positioning within the assigned market area an asset.
- Comfort with ambiguity as a high degree of flexibility is required to adapt to a wide variety of tasks and functions with changing priorities and demands.
- Undergraduate degree in business, economics, technology, sciences, or related work experience.
- In progress professional designation (i.e. CPA, CFA, or CVB, etc.) or MBA is considered an asset.
Functional Competencies
- Basic understanding of financial analysis and risk analysis techniques.
- Strong interpersonal skills and communication skills (written and oral) that enable the incumbent to effectively articulate views both internally and externally.
- Strong PC skills are required, including working knowledge of MS Word, Excel, and PowerPoint.
- Above average sales, closing, and negotiation skills.
- Strong knowledge of relationship building and teamwork skills.
Working Conditions
Work in a standard office-based environment; non-standard hours are a common occurrence. The incumbent is required to travel within their assigned geography in order to execute on sales calling program. Frequent interruptions, ad hoc requests, and unplanned operating issues, along with constantly changing priorities contribute to the high demands placed on the incumbent. Non-standard working hours are a regular occurrence.
