Commercial Banking Relationship Manager

7 days ago

Québec, Quebec, Canada EightSix Network Full time

About the Role

The Client Relationship Manager (CRM) plays a crucial role in the success of the Commercial Bank in Canada. This position is responsible for ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team's business strategies and objectives. The CRM must ensure all activities conducted are in compliance with governing regulations, internal policies, and procedures.

Key Responsibilities

  • Promote the development and profitable growth of the commercial banking portfolio in an assigned market area.
  • Build and maintain a market profile in an assigned market area with both internal and external contacts.
  • Manage an assigned credit portfolio for authorizations up to $5MM at an acceptable level of risk.
  • Develop and implement a marketing strategy to maximize business development opportunities for sustainable growth.
  • Develop sales plans for prospects and existing customers.
  • Identify prospects/referrals from other internal/external networks.
  • Analyze prospect lists and prioritize business development opportunities based on market data and customer analytics.
  • Partner with internal resources for non-credit related products.
  • Refer customers and prospects to the appropriate Commercial Banking segment and partners as appropriate.
  • Plan and complete relationship activities that generate sales opportunities and/or provide value to clients.
  • Build and maintain an awareness of local market and general economic conditions.

Requirements

  • Work Permit

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