Current jobs related to Client Relationship Manager, Commercial Banking - CalgaryAlberta - Scotiabank
-
Client Relationship Manager, Commercial Banking
2 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeTitle: Client Relationship Manager, Commercial Banking - CalgaryRequisition ID: 220298Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of Canadian Business Banking ensuring specific individual goals, plans, initiatives are executed/delivered in support of the...
-
Calgary, Alberta, Canada Scotiabank Full timeTitle: Client Relationship Manager, Commercial Banking - CalgaryRequisition ID: 220298Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of Canadian Business Banking ensuring specific individual goals, plans, initiatives are executed/delivered in support of the...
-
Calgary, Alberta, Canada Cari Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.FUTURE OPPORTUNITYPurposeContributes to the overall success of Canadian Business Banking ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team's business strategies and objectives. Ensures all...
-
Client Relationship Manager, Commercial Banking
3 weeks ago
Calgary, Canada Scotiabank Full timeRequisition ID: 203890 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: The Client Relationship Manager (CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...
-
Relationship Manager, Commercial Banking
2 weeks ago
Calgary, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Calgary, Alberta, Canada Cari Full timeJob 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...
-
Banking Relationship Manager
3 days ago
Calgary, Alberta, Canada BMO Full timeWe are seeking an experienced Commercial Lending Specialist to join our team. As a key member of the Income Property Finance team, you will be responsible for delivering high-quality services to clients in the Investor Owned Commercial Real Estate (CRE IO) industry.Your primary responsibilities will include developing new business, cross-selling Bank...
-
Calgary, Alberta, Canada Scotiabank Full timeRequisition ID: 221232Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team's business strategies and objectives while also ensuring...
-
Client Service Specialist, Commercial Banking
12 hours ago
Calgary, Alberta, Canada Scotiabank Full timeRequisition ID: 221232Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose Contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives while also...
-
Relationship Manager, Business Banking
4 weeks ago
Calgary, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what...
-
Commercial Banking Expert
5 days ago
Calgary, Alberta, Canada Scotiabank Full time**Scotiabank Overview**">We are a leading bank in the Americas, committed to creating an inclusive and accessible environment for everyone. We value the unique skills and experiences each individual brings to the Bank and strive to provide exceptional service to our customers.">**Job Role**">The Credit Analyst is responsible for providing support to...
-
Credit Analyst, Commercial Banking
6 days ago
Calgary, Alberta, Canada Scotiabank Full timeTitle: Credit Analyst, Commercial Banking - CalgaryRequisition ID: 221163Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's...
-
Commercial Banking Opportunities in Alberta
3 weeks ago
Calgary, Canada Scotiabank Full timeRequisition ID: 148172 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Looking for talent that will fit into a variety of opportunities, in the Alberta market, with Commercial Banking experience. We are looking for the best people no matter where you are in Alberta. We are looking to grow business in...
-
Calgary, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre and lasts approximately 9 months. A mentor is assigned to coach you throughout your training. This opportunity prepares...
-
Calgary, Alberta, Canada BMO Full timeThe Income Property Finance team is a key component of the Real Estate Finance division within Canadian Commercial Banking. Its primary responsibility lies in underwriting and managing clients in the Investor Owned Commercial Real Estate (CRE IO) industry, focusing on loans exceeding $1MM. This encompasses commercial, office, industrial, multi-residential,...
-
Calgary, Alberta, Canada Scotiabank Full timeAbout ScotiabankAt Scotiabank, we are a leading bank in the Americas. We help our customers, their families and their communities achieve success through a broad range of advice, products and services.Job OverviewThis is a critical role within the Canadian Business Banking team at Scotiabank. The successful candidate will be responsible for developing and...
-
Credit and Relationship Manager
5 days 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...
-
Commercial Banking Representative
4 days ago
Calgary, Alberta, Canada NATIONAL BANK OF CANADA Full timeAbout the JobWe are seeking a highly motivated and experienced Commercial Banking Representative to join our team at the National Bank of Canada. As a key member of our Commercial Banking group, you will be responsible for providing exceptional customer service and support to our clients.You will work closely with the account manager to prioritize and carry...
-
Director, National Accounts, Commercial Banking
12 hours ago
Calgary, Alberta, Canada Scotiabank Full timeRequisition ID: 204866 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Manages a portfolio of highly complex clients in National Accounts in a defined market area, in Canada, ensuring business strategies, plans and initiatives are supported in compliance with governing regulations, internal policies...
-
Commercial Banking Service Professional
16 hours ago
Calgary, Alberta, Canada Scotiabank Full timeJob Overview: We are seeking a skilled Client Service Associate to join our team in Commercial Banking. This role will support the Sr. Client Relationship Managers in delivering exceptional client service and ensuring timely fulfillment of client requests.
Client Relationship Manager, Commercial Banking
2 weeks ago
Requisition ID: 220298
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
FUTURE OPPORTUNITY
Purpose
Contributes to the overall success of Canadian Business Banking ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
The Client Relationship Manager "CRM" is a product generalist who possesses a good understanding of financial products and services and focuses on the cross sell and retention of existing commercial customers. He/She is responsible for identifying prospects in target markets, developing proposed sales pipelines, conducting prospect sales calls and qualifying opportunities based on customer information and a high level of due diligence. He/She manages a customer portfolio of lower to moderate complexity, with business development activities that targets clients with credit authorizations up to $10MM and annual sales between $7.5 MM to $25MM. The role is specific to the Growth segment of Canadian Business Banking.
The CRM is responsible for ensuring effective relationship management and conducts sales planning and fulfills the execution of service for existing customer base. The incumbent is also responsible for analysis and completion of credit applications.
Accountabilities:
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Promotes the development and profitable growth of the Canadian Business Banking portfolio in the assigned market area by:
- Developing and implementing a marketing strategy to maximize business development opportunities for sustainable growth;
- Developing sales plans for prospects and existing customers;
- Identifying prospects/referrals from other internal/external networks;
- Analyzing prospect lists and prioritizing business development opportunities based on market data and customer analytics;
- Partner with internal resources for non-credit related products;
- Referring customers and prospects to the appropriate Canadian Business Banking segment and partners as appropriate.
- Pursues a business development program within the assigned market area according to agreed-upon growth objectives by:
-
- Direct selling of credit and non-credit commercial products to prospects and customers;
- Maintaining an appropriate ongoing sales pipeline and calling program;
- Identifying and facilitating the involvement of key Bank resources and stakeholders to further business interests;
- Maintaining effective follow-up with prospects/referrals on any unsuccessful opportunities;
- Updating client or contact information accurately and in a timely fashion.
- Builds and maintains a market profile in the assigned market area with both internal and external contacts by:
-
- Planning and completing relationship activities that generate sales opportunities and/or provide value to clients;
- Building and maintaining an awareness of local market and general economic conditions;
- Meeting with business leaders and other centres of influence;
- Participating in local professional and community events and associations to develop and expand network of contacts.
- Liaising and utilizing Bank product specialists to stay abreast of new enhancements, products and services, and to fulfil identified client needs.
- Ensures all aspects of assigned relationships receive ongoing attention, as required to maintain, improve, grow and retain the relationship by:
- Promoting and encouraging a strong relationship with the Client Service Associate (CSAs);
- Using strong knowledge of the Bank's streamlined products and services including simplified credit application, standardized and simplified products, standardized pricing and underwriting.
- Actively seeking customer feedback on Bank products and services and the delivery of customer service;
- Liaising with the Shared Services Business Support Centre (BSC) for fulfilment (including documentation, liaising with third parties, security registration), compliance monitoring, reporting actions and all service activities as required;
- Partnering with internal product specialists on the selling of non-credit products and ensuring customer needs are met;
- Action suggestions to continually improve customer satisfaction and processes improvements which may be received directly from clients or through client satisfaction vehicles such as the Pulse.
- Manage an assigned credit portfolio for authorizations up to $10MM at an acceptable level of risk by:
- Completing credit reviews in a timely and sufficiently detailed fashion;
- Authorizing, renewing or declining customer requests within standard Bank policies and authorized limits, forwarding others as per established processes.
- Preparing and/or ensuring all documentation is properly prepared;
- Ensuring accounts adhere to the conditions of authorization;
- Identifying and resolving deviations from the conditions of authorization;
- Ensuring early identification of problem loans and ensuring the accuracy of risk ratings through identification of changes in account quality via review of industry/economic trends;
- Making recommendations relative to structure, monitoring and risk rating to Global Risk Management as issues are identified. This may include exiting a relationship.
- Ensures satisfactory onboarding of clients by:
- Completing diligence to ensure through understanding of the Client's business and expected business activity and that it aligns with the Bank's risk tolerance;
- Ownership of KYC requirements;
- Co-ordinating efforts with the CSA to ensure satisfactory completion of the Client Profile Information documentation, satisfactory resolution of inquiries from the Enhanced Due Diligence Unit and obtaining necessary approvals from Leadership as required;
- Ensuring all KYC documentation is properly on file.
- Champion sustainment of the Operating Model by:
-
- Taking ownership that activities and behaviours align to roles and responsibilities and adherence to guidelines and processes within the Team.
- Champion and support a culture of diversity and other initiatives aligned with the Bank strategy.
- Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
- Champions a high-performance environment and contributes to an inclusive work environment
Reporting Relationships (Job Titles only)
Primary Manager: Director and Group Lead, Client Relationships, Canadian Business Banking
Education / Experience / Other Information:
Education:
- Undergraduate degree in business or economics or work equivalency.
- Other training requirements as determined by the Bank from time to time.
Skills/Work Experience
- Previous commercial work experience of at least 2 years.
- Strong sales/closing skills.
- Strong networking ability.
- Strong negotiation skills.
- Strong communication and interpersonal skills are essential to this position. The incumbent must be able to effectively articulate their views both within the Bank and externally in the marketplace.
- Strong relationship management skills.
- Good commercial credit skills.
- Strong knowledge of Bank's commercial lending and deposit products and services, and customer profitability model, in order to provide integrated financial solutions.
- Ability to conduct due diligence on the strength of customer financials for deals of lower to moderate complexity.
- Thorough knowledge of relationship building and teamwork skills.
- The incumbent requires a thorough knowledge of the commercial banking marketplace in Canada and a general knowledge of the assigned market area's key industries and competitive positioning within the assigned market area. The incumbent understands the Canadian Business Banking objectives, and has a thorough knowledge of segment, strategies and structure, as well as its lending and deposit products and services.
- Good knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes.
- Good PC skills are necessary, including a working knowledge of MS Word, Excel, PowerPoint, Outlook, and other commercial systems and platforms.
- Key Competencies include: Customer Focus, Communication, Results Focus, Building Strategic Relationships, Strategic Influencing and Self-Awareness & Personal Development.
Working Conditions
Work in a standard office-based environment; non-standard hours are a common occurrence. Travel within the assigned territory is required.
Location(s): Canada : Alberta : Calgary
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
