Commercial Account Manager

1 week ago


Peterborough, Ontario, Canada Kawartha Credit Union Limited Full time
Job Summary

We are seeking a highly skilled Commercial Account Manager to join our team at Kawartha Credit Union Limited. As a Commercial Account Manager, you will be responsible for building and maintaining relationships with commercial members and prospects, providing financial solutions to meet their needs.

Key Responsibilities
  • Relationship Building
    • Apply relationship selling and relationship management principles and techniques to all commercial members and prospects.
    • Provide complete financial solutions to meet all commercial and personal banking needs.
  • Risk Management
    • Accountable for risk management of the commercial loan portfolio.
    • Analyze information received to assess risk and develop action plans to minimize Credit Union exposure.
  • Business Development
    • Maintain an effective business development and community involvement strategy to protect and expand share of profitable Commercial business.
    • Utilize an extensive network of referral resources to identify opportunities.
  • Liaison and Collaboration
    • Liaise with professional service providers such as Central 1, lawyers, real estate appraisers, credit reporting/collection agencies, and insurers.
    • Work co-operatively with all Credit Union branch or department personnel to identify opportunities to ensure members' needs and expectations are profitably met and/or exceeded.
  • Portfolio Management
    • Retain and expand Commercial relationships to achieve portfolio retention, sales, service, and profitability objectives.
    • Proactively develop relationships with new Commercial members.
  • Compliance and Credit Reviews
    • Complete annual credit reviews in a timely manner according to policy.
    • Coordinate financial information requirements with the Commercial Administration Department.
Qualifications
  • Business-related University Degree/College Diploma, or appropriate combination of Business and lending-related courses.
  • 3-7 years progressive commercial lending experience.
  • Knowledge of the Credit Union system would be an asset.
  • Able to be decisive and firm, while demonstrating empathy.
  • Excellent oral and written communication skills.
  • Excellent decision-making and problem-solving skills.
  • Excellent sales and service skills.
  • Good organizational and time management skills.
About Us

Kawartha Credit Union Limited is a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees.



  • Peterborough, Ontario, Canada Kawartha Credit Union Full time

    Job Summary:We are seeking a highly skilled Commercial Account Manager to join our team at Kawartha Credit Union. As a Commercial Account Manager, you will be responsible for developing and maintaining relationships with commercial members and prospects, providing financial solutions to meet their needs.Key Responsibilities:Apply relationship selling and...


  • Peterborough, Ontario, Canada Kawartha Credit Union Full time

    Job Summary:We are seeking a highly skilled Commercial Account Manager to join our team at Kawartha Credit Union. As a Commercial Account Manager, you will be responsible for developing and maintaining relationships with commercial members and prospects, providing financial solutions to meet their needs.Key Responsibilities:Apply relationship selling and...


  • Peterborough, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Commercial Financial Services Director to join our team at Royal Bank of Canada. As a key member of our Commercial Financial Services team, you will play a critical role in driving business growth and delivering exceptional client experiences.Key ResponsibilitiesClient Relationship Management:...


  • Peterborough, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Commercial Financial Services Director to join our team at Royal Bank of Canada. As a key member of our Commercial Financial Services team, you will play a critical role in driving business growth and delivering exceptional client experiences.Key ResponsibilitiesClient Relationship Management:...

  • Accounting Manager

    7 days ago


    Peterborough, Ontario, Canada Integrated Solutions Full time

    Job OverviewIntegrated Solutions is seeking a highly skilled and motivated Financial Operations Lead to oversee our accounting operations and ensure compliance with varying provincial regulations. If you're a hands-on accounting professional who thrives in a dynamic environment, this is a fantastic opportunity to make an impact.Key Responsibilities:Oversee...

  • Accounting Manager

    7 days ago


    Peterborough, Ontario, Canada Integrated Solutions Full time

    Job OverviewIntegrated Solutions is seeking a highly skilled and motivated Financial Operations Lead to oversee our accounting operations and ensure compliance with varying provincial regulations. If you're a hands-on accounting professional who thrives in a dynamic environment, this is a fantastic opportunity to make an impact.Key Responsibilities:Oversee...


  • Peterborough, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAs a key member of the Commercial Financial Services team at Royal Bank of Canada, you will play a critical role in driving business growth and delivering exceptional client experiences. Your expertise in commercial lending and credit analysis will be instrumental in structuring and delivering credit solutions that meet the needs of...


  • Peterborough, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAs a key member of the Commercial Financial Services team at Royal Bank of Canada, you will play a critical role in driving business growth and delivering exceptional client experiences. Your expertise in commercial lending and credit analysis will be instrumental in structuring and delivering credit solutions that meet the needs of...


  • Peterborough, Ontario, Canada Walmart Canada Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Accounting Office Manager to join our team at Walmart Canada. As a key member of our financial operations team, you will be responsible for managing all store funds, ensuring accurate cash handling and record keeping, and maintaining the financial integrity and security of our stores.Key...


  • Peterborough, Ontario, Canada Walmart Canada Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Accounting Office Manager to join our team at Walmart Canada. As a key member of our financial operations team, you will be responsible for managing all store funds, ensuring accurate cash handling and record keeping, and maintaining the financial integrity and security of our stores.Key...


  • Peterborough, Ontario, Canada Walmart Canada Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Accounting Office Manager to join our team at Walmart Canada. As a key member of our financial operations team, you will be responsible for managing all store funds, ensuring accurate cash handling and record keeping, and maintaining the financial integrity and security of our stores.Key...


  • Peterborough, Ontario, Canada GE Power Full time

    Job Description SummaryAs part of GE Vernova's Power Conversion - Rotating Machines Peterborough (GEPR Energy Canada Inc.), you will play a significant role in our Renewal Parts team to serve our customers by providing comprehensive project management support. We have been producing rotating electrical equipment for 130+ years, and our scope covers a global...


  • Peterborough, Ontario, Canada Ascend LLP Full time

    About Ascend LLPAscend LLP is a dynamic and growth-oriented accounting, tax, and advisory firm with a national presence in Canada. We serve small and medium-sized businesses in various communities across the country, providing expert guidance and support to help them thrive.Job SummaryWe are seeking a highly skilled and experienced Senior Accounting Manager...


  • Peterborough, Ontario, Canada Ascend LLP Full time

    About Ascend LLPAscend LLP is a dynamic and growth-oriented accounting, tax, and advisory firm with a national presence in Canada. We serve small and medium-sized businesses in various communities across the country, providing expert guidance and support to help them thrive.Job SummaryWe are seeking a highly skilled and experienced Senior Accounting Manager...


  • Peterborough, Ontario, Canada GE Power Full time

    Job DescriptionJob SummaryWe are seeking a highly skilled Project Management Associate to join our Renewal Parts team at GE Power Conversion. As a key member of our team, you will play a critical role in supporting our customers by providing comprehensive project management support.Key ResponsibilitiesProvide overall project support and work with multiple...


  • Peterborough, Ontario, Canada GE Power Full time

    Job DescriptionJob SummaryWe are seeking a highly skilled Project Management Associate to join our Renewal Parts team at GE Power Conversion. As a key member of our team, you will play a critical role in supporting our customers by providing comprehensive project management support.Key ResponsibilitiesProvide overall project support and work with multiple...


  • Peterborough, Ontario, Canada GE Power Full time

    Job DescriptionJob SummaryWe are seeking a highly skilled Project Management Associate to join our Renewal Parts team at GE Power Conversion. As a key member of our team, you will play a critical role in supporting our customers by providing comprehensive project management support.Key ResponsibilitiesProvide overall project support and work with multiple...


  • Peterborough, Ontario, Canada Kawartha Credit Union Full time

    Job Summary:The Credit Funding Supervisor is a key role within Kawartha Credit Union, responsible for overseeing the day-to-day activities of Credit Associates and ensuring the provision of excellent member service.Key Responsibilities:Supervise and mentor Credit Associates to ensure adherence to corporate policy and procedures, and the validity of loan and...


  • Peterborough, Ontario, Canada Kawartha Credit Union Full time

    Job Summary:The Credit Funding Supervisor is a key role within Kawartha Credit Union, responsible for overseeing the day-to-day activities of Credit Associates and ensuring the provision of excellent member service.Key Responsibilities:Supervise and mentor Credit Associates to ensure adherence to corporate policy and procedures, and the validity of loan and...

  • Accounting Clerk

    5 days ago


    Peterborough, Ontario, Canada Community Counselling and Resource Centre Full time

    About the RoleWe are seeking a highly organized and detail-oriented Accounting Clerk to join our team at the Community Counselling and Resource Centre. As an Accounting Clerk, you will play a crucial role in maintaining the financial records and accounts of our organization.Key ResponsibilitiesFinancial Record-Keeping: Maintain accurate and up-to-date...