Current jobs related to Senior Relationship Manager - Calgary, Alberta - Servus Credit Union

  • Senior Client Relationship Manager

    4 hours ago

    Calgary, Alberta, Canada Tbwa ChiatDay Inc Full time

    About Us:Tbwa Chiat/Day Inc is a leading global advertising agency that is committed to innovation, creativity, and excellence in all aspects of our work. Our team is passionate about delivering outstanding results for our clients and we are looking for talented individuals to join our ranks.This is an exciting opportunity to join a dynamic and fast-paced...

  • Senior Relationship Manager, Commercial Banking

    15 hours ago

    Calgary, Alberta, Canada Cari Full time

    Job DescriptionCari is seeking a Senior Relationship Manager, Commercial Banking to join our team. In this role, you will be responsible for building and maintaining strong relationships with existing and new clients, identifying opportunities for growth and expansion, and providing exceptional customer service.About the RoleBachelor's degree in business or...

  • Indigenous Trusts Relationship Manager

    3 days ago

    Calgary, Alberta, Canada Scotiabank Full time

    Scotiabank's Indigenous Trusts team offers an exciting opportunity for a skilled professional to join our Calgary-based team as a Trust Officer, Indigenous Trusts.In this role, you will work collaboratively with the Senior Trust Officer and Centre of Expertise to provide customized fiduciary solutions to Indigenous communities nationwide. Your key...

  • Indigenous Trusts Relationship Manager

    4 hours ago

    Calgary, Alberta, Canada Scotiabank Full time

    We are seeking a highly skilled Fiduciary Services Specialist to join our Indigenous Trusts Relationship Team in Calgary.The ideal candidate will possess strong relationship-building skills, excellent communication abilities, and a deep understanding of Indigenous cultures and traditions.Job Description:As a Fiduciary Services Specialist, you will be...

  • Client Relationship Director

    2 days ago

    Calgary, Alberta, Canada Tbwa ChiatDay Inc Full time

    About the Role:We are looking for a seasoned Client Relationship Director to lead our client-facing efforts and develop strong relationships with our clients. In this role, you will be responsible for providing strategic guidance to manage project relationships and ensure client success and satisfaction, building and fostering relationships with senior...

  • Client Relationship Manager

    15 hours ago

    Calgary, Alberta, Canada Arthur J. Gallagher & Co. (AJG) Full time

    Role OverviewWe are seeking a skilled Client Relationship Manager to join our team at Arthur J. Gallagher & Co. As a Client Relationship Manager, you will be responsible for servicing and retaining clients by building and maintaining valuable relationships.You will develop daily account management with our large group, strategic clients.Your approach will be...

  • Territory Relationship Manager

    4 weeks ago

    Calgary, Alberta, Canada The Acquisition Group Full time

    The Acquisition Group is looking for a Territory Relationship Manager (TRM) representing TELUS Communications in Calgary, AB. The Candidate will be part of our growing team of individuals who are focused on promoting TELUS services by building strong business relationships with Building Managers.We believe that you'll find our high-performance culture...

  • Team Lead, Relationship Management

    1 day ago

    Calgary, Alberta, Canada Pbssystems Full time

    Calgary Headquarters, Calgary, Alberta, CanadaJob DescriptionPosted Monday, March 24, 2025 at 8:00 AMJob Title: Team Lead, Relationship ManagementDepartment: Relationship ManagementReports To: Manager, Strategic RelationsJob Requirement(s): Travel throughout Canada and USA, 3 weeks per quarterLocation: Calgary - HQNo. of Openings: 1"PBS is the fastest...

  • Territory Relationship Manager

    1 week ago

    Calgary, Alberta, Canada The Acquisition Group Full time

    The Acquisition Group is looking for a Territory Relationship Manager (TRM) representing TELUS Communications in Calgary, AB. The Candidate will be part of our growing team of individuals who are focused on promoting TELUS services by building strong business relationships with Building Managers.We believe that you'll find our high-performance culture...

  • Digital Relationship Manager

    3 days ago

    Calgary, Alberta, Canada Trufla Technology Ltd. Full time

    Job DescriptionAt Trufla Technology Ltd., we're revolutionizing the insurance industry through innovative solutions. As a Digital Relationship Manager, you'll play a pivotal role in building and maintaining strong relationships with our clients.Your primary responsibility will be to work closely with our business development team to onboard new client...

  • Executive Relationship Director

    2 days ago

    Calgary, Alberta, Canada Grayhawk Full time

    About the Role:At Grayhawk, we prioritize building genuine relationships with our clients. As a Senior Relationship Manager in Western Canada, you will be responsible for developing and maintaining strong relationships with successful families and foundations. Your primary goal will be to provide independent and objective investment advice, helping your...

  • Digital Relationship Strategist

    3 days ago

    Calgary, Alberta, Canada Tbwa ChiatDay Inc Full time

    As a Digital Relationship Strategist at Tbwa Chiat/Day Inc, you will be responsible for fostering and growing client relationships while receiving guidance from experienced leaders.About the RoleYou will take the lead on projects within your designated vertical client set, ensuring client satisfaction and driving account revenue growth.Your clients will see...

  • Customer Relationship Manager

    2 hours ago

    Calgary, Alberta, Canada Uline Full time

    Customer Relationship ManagerJoin Uline, a leading distributor of shipping, industrial, and packaging materials, as a Sales Manager and take your career to the next level.Role DescriptionIn this role, you will lead a high-performing sales team with a customer-centric approach. Your primary responsibilities will include building strong relationships with...

  • Accounting Relationship Manager

    12 hours ago

    Calgary, Alberta, Canada Avature Full time

    About the RoleAs a Sales Development Leader at Smurfit Westrock, you will play a key role in driving sales growth and customer engagement. Your primary responsibility will be to successfully manage existing customer accounts and establish new opportunities to achieve annual sales objectives.The ideal candidate will have a proven track record of success in...

  • Credit and Relationship Manager

    12 hours ago

    Calgary, Alberta, Canada Scotiabank Full time

    **About this Role**">We are seeking a highly skilled Credit Analyst to join our Commercial Banking Distribution team. As a Credit Analyst, you will play a crucial role in supporting the growth segment and less complex core clients, ensuring that client requirements and new asks are met efficiently and effectively.">**Key Responsibilities:**">Preparing credit...

  • Relationship Management Associate

    7 days ago

    Calgary, Alberta, Canada Farm Credit Canada Full time

    Relationship Management Associate page is loadedRelationship Management AssociateApply locations: Westlock, AlbertaTime Type: Full timePosted On: Posted 2 Days AgoJob Requisition ID: R-1007168Closing Date (MM/DD/YYYY): 03/17/2025Worker Type: PermanentLanguage(s) Required: EnglishTerm Duration (in months):Salary Range (plus eligible to receive a performance...

  • Relationship Manager, Commercial Financial Services

    4 weeks ago

    Calgary, Alberta, Canada Hager & North Investment Funds Ltd Full time

    Relationship Manager, Commercial Financial ServicesJoin to apply for the Relationship Manager, Commercial Financial Services role at PH&N InstitutionalWhat is the opportunity?Your natural flair for connecting to prospects, new and existing clients by providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role...

  • Senior Marketing Manager

    5 days ago

    Calgary, Alberta, Canada Centre for Affordable Water and Sanitation Technology (CAWST) Full time

    Senior Marketing Manager Position at Centre for Affordable Water and Sanitation Technology (CAWST)We are a Canadian charity and licensed engineering consultancy dedicated to teaching communities simple, affordable technologies for safe drinking water, sanitation, and hygiene.We are seeking a highly skilled and experienced senior marketing manager to lead our...

  • Donor Relationship Manager

    2 days ago

    Calgary, Alberta, Canada AFP Greater Vancouver Chapter Full time

    About the Role">We are seeking a results-driven Fundraising Specialist to join our team. As a key member of our fundraising team, you will be responsible for building and managing relationships with major donors, churches, and businesses. Your primary goal will be to develop compelling proposals, solicit major gifts, and execute fundraising plans to achieve...

  • Senior Project Manager

    1 week ago

    Calgary, Alberta, Canada Rogers Communications, Inc. Full time

    Our company was built on the dream of a pioneering entrepreneur, and that spirit continues to empower our work with businesses across Canada today. The Rogers Business team helps organizations of all sizes adapt, scale, and win with network services and other innovative technology solutions that are reliable, secure, and scalable. These solutions are built...

Senior Relationship Manager

2 weeks ago

Calgary, Alberta, Canada Servus Credit Union Full time

Posting Closes: March 31, 2025 4:30 pm MST

Employment Status: Full-time; permanent

Compensation: commensurate with education and experience

Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy, and driven individuals.  

We are looking for a Senior Relationship Manager - Commercial Markets to join our Business Banking team in Calgary

This position is primarily accountable for the development and administration of a large, complex full service commercial loan and deposit portfolio including the competent management of that portfolio. Emphasis will be placed on, Portfolio Management, Loan Administration and Underwriting, Coaching and Business Development, Growth and Center of Influence Management.

Working closely with the Director Commercial Services, the individual will implement a proactive approach to sales and business development by cultivating a strong working relationship with the Controllers, CFO's, CEO and owners of Alberta based corporations in the commercial mid target market segment. The individual will build centers of influence with Commercial Mortgage Brokers, Syndication Partners, Industry Experts and members of the professional community.

This position is accountable for the analysis and approval and or recommendation of complex commercial credit applications generally over $5MM, loan syndications and large deposit proposals. The individual will be directly accountable for management of a portfolio of high value, large connections within the unit. Working with the Business Solutions team, this position will be accountable to source and manage large stable and institutional deposit relationships.

Portfolio Management, Loan Administration and Underwriting

  • Provide pro-active relationship management and advice to a large and complex portfolio of high value and sophisticated borrowing and non-borrowing members.
  • Understand and evaluate complex financial statements of companies generating over $10MM in annual revenues and recommend tailored credit solutions based on that analysis. Lending solutions may include large operating loans, syndicated facilities and complex cash flow based lending structures and may involve collaboration with lending partners including subordinated and mezzanine debt providers.
  • Work closely with business solutions to provide expert cash management solutions to commercial members with over 20 employees. Provide tailored solutions to complex business where standard products do not meet the unique needs of the business.
  • Understand and evaluate complex commercial real estate opportunities with borrowing requirements general in excess of $10MM. Included are all areas of commercial real estate financing including land development and construction financing.
  • Build and maintain effective relationships with counterparts at other Financial Institutions and credit unions to facilitate loan syndications and other shared lending solutions together with the Director Commercial Services.
  • Understand the value of member site visits and doing business at the member's place of business.
  • Connect and collaborate with internal partners as subject matter experts in large loan pricing, credit structuring and risk management.
  • Develop and maintain a close working relationship with Commercial Credit Department to encourage collaboration and an appropriate balance between commercial loan growth and Risk Management.
  • Develop and maintain a close working relationship with Treasury Department to encourage collaboration and an appropriate balance between risk and return.
  • Assist in the structuring and negotiation of loan syndication and participation agreements with credit union and other Financial Institution partners.
  • Ensure review of Commercial and Agricultural credits are completed as required by established lending guidelines.
  • Ensure vigorous pursuit to collect problem Commercial and Agricultural loans.
  • Understand policy and procedures to support complex applications and relationships

Business Development and Growth

  • Generate organic loan growth, deposit growth, fee income, and product referrals by providing proactive advice to our Commercial Members that offers tailored solutions to meet their financial needs.
  • Originate new high value loan and deposit relationships that align with Servus Credit Union's risk tolerances and profitability hurdles along with the Director Commercial Services. A focus will be on new full service relationships wherever possible.
  • Develop and maintain a network of Centers of Influence including: Commercial Mortgage Brokers,
  • Industry Experts, Members of the professional community, and Syndication Partners.
  • Maintain a high profile and professional image in business and social communities.

Leadership and Coaching

  • Provide coaching and direction to team members relating to credit underwriting, member negotiation, pricing, and evaluation of large loan requests.
  • Foster a positive/supportive team relationship with Core Business Banking and Small Business Advisors.
  • Mentor and coach Credit Analysts and trainees while being a role model for Commercial and Business Banking employees.

Requirements

Experience and Education:

  • Minimum of five years of progressive experience in Commercial and Business lending and Business Development
  • Demonstrated ability in all facets of structure, negotiation, and sales of Commercial and Business Banking products. Essential sales skills include business development and deposit/loan origination, product cross selling and referral generation, and exceptional member service.
  • Demonstrated ability in all facets of Commercial Credit underwriting and Risk Management. Essential knowledge and skills include strong analytical abilities and a sound knowledge of portfolio management.
  • Experience developing relationships with internal partners, members, potential members, centers of influence, and industry experts and partners.
    • University degree in a business discipline or sufficient experience in lieu of education

Most importantly, we are looking for candidates with a passion for helping our members and businesses succeed. If you are a driven lender looking for long-term career growth, then we encourage you to apply

Benefits

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

  • Training & Development Opportunities
  • Career Advancement Potential
  • Flexible work options
  • Competitive Compensation including performance-based incentive pay
  • Meaningful work towards individual and corporate goals 
  • Opportunities to get involved and give back through an employee volunteer program

 For information about these benefits and more, click here. 

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we provide … with a few additional perks

What happens next?

Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.

Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don't check every box we encourage you to apply 

#indh