Business Development Manager, Bank Channel

WHO WE ARE HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage product. OUR VALUES, OUR PASSION Customer‑Focused. Passionate Advocates Courage to Act. Do the Right Thing One Team. One Vision Think Long‑Term. Ever‑Evolving Be Exceptional. Inspire Greatness POSITION SUMMARY The role of a Business Development Manager, Bank Channel is to identify and proactively initiate new relationships with referral partners and actively develop and expand existing business relationships. Additionally, the role will work closely with our referral partners and their clients to nurture individual sales opportunities and ensure a positive, frictionless customer experience. MAJOR ELEMENTS OF THE ROLE Deliver on established sales targets by managing an assigned group of banks within a designated territory. Generate revenue and achieve individual, team and organizational quotas, while also contributing to sales strategy by defining and implementing plans to achieve sales objectives. Develop a sales strategy that focuses on building strong, long‑lasting relationships through exceptional customer service, deep product‑knowledge, and acting as a trusted advisor and partner. Close sales by effectively managing the sales process, acting as the primary contact from origination through to funding, supporting both internal partners and the banks. Develop and maintain referral‑producing relationships within an established portfolio by providing the tools, resources, and support needed to effectively position and recommend HEB products through calls, emails, prospecting, tradeshows, and virtual presentations. Manage assigned relationships and associated expenses thoroughly and accurately via Salesforce, Concur, and other internal systems, and provide sound activity management reports. Collaborate with cross‑functional teams such as marketing, underwriting, and other sales teams to ensure a coordinated and efficient approach to serving the banking community. SKILLS AND EXPERIENCE REQUIRED Progressive financial services sales experience in business development, relationship management, credit or mortgage brokering. Post‑secondary education or equivalent. Experience with Salesforce or equivalent CRM application. ATTRIBUTES Demonstrated strong understanding of the current financial services and economic environment. A passion for relationship building, business development and customer service; driven to grow relationships. Exceptional communication and interpersonal skills. Natural leadership qualities. Team player and effective at managing positive relationships with internal partners who play a role in funding of deals (e.g. underwriting). A demonstrated track record of overachieving sales quotas. Self‑motivated with a desire to be a top earner in a performance‑based compensation model. Disciplined, innovative, and organized. WORKING CONDITIONS Unique to Job: Travel within assigned territory to meet with partners, remote / home office based. PERKS AND BENEFITS Extended health and dental benefits Employee & Family Assistance Program Employer‑Matched Group Retirement Savings Plan Employee Share Investment Plan Well‑being initiatives including a wellness account, virtual self‑care programs and extended mental health benefits Employee corporate discount for GoodLife Fitness INCLUSIVE AND ACCESSIBLE WORKPLACE HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. Please note that our successful candidate is required to complete a background check. Join Us If you’re ready to build the future of reverse mortgages, we want to hear from you. #J-18808-Ljbffr