Client Relationship Manager, Commercial Banking - Lethbridge and area

Scotiabank • Lethbridge, AB

5d • Hybrid

About The Position

The Client Relationship Manager (CRM) possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our clients. They are responsible for identifying prospects in target markets and managing a client portfolio of standard to moderate complexity. This includes developing robust sales pipelines, engaging in client planning activities with partners, conducting sales calls and qualifying opportunities based on client needs and a high level of due diligence. The role is specific to the Growth segment of Canadian Commercial Banking, which includes clients with annual sales between $5MM-$15MM and credit authorizations from $1MM-$5MM. In this role, you will partner with the Credit Solution Associate on credit portfolios for authorizations up to $5MM and partner with the Service team to ensure satisfactory onboarding of clients. These clients will be both borrowing (under $5MM) and non-borrowing. Borrowing Clients typically have standard to moderate complexity financial solutions. You will have strong business development and communication skills to manage client, market and internal partner relationships. You will interact primarily with various internal partners which include Global Transaction Banking, Business Banking, Retail, Wealth Management, Global Banking and Markets, Cash Management Contact Centre, and could include other partners on occasion such as Global Risk Management, the Business Business Banking Operations, Enhanced Due Diligence Unit CRA, as well as the Canadian Commercial Banking Executive Office. You will promote the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area. As the CRM you will be responsible for conducting sales planning activities, executing on business development strategies and building relationships with partners and both existing and new clients. Also responsible for initial analysis and continuing to work in collaboration with credit team on completion of credit applications. This position supports the Alberta South portfolio and will require travel.

Requirements

• Strong proven experience pursuing a business development program within an assigned market area.
• Previous work experience of at least two to four years, within commercial banking, and business development.
• Proven record of strong sales/closing skills.
• Strong market network.
• Top notch negotiation skills.
• Good commercial credit skills.
• Strong knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model, to provide integrated financial solutions.
• Ability to travel within the assigned territory.
• Access to a vehicle.

Responsibilities

• Partner with Credit Solution Associate on credit portfolio for authorizations up to $5MM.
• Partnering with Service team to ensure satisfactory onboarding of clients.
• Manage client, market and internal partner relationships.
• Interact primarily with various internal partners which include Global Transaction Banking, Business Banking, Retail, Wealth Management, Global Banking and Markets, Cash Management Contact Centre, and could include other partners on occasion such as Global Risk Management, the Business Banking Operations, Enhanced Due Diligence Unit CRA, as well as the Canadian Commercial Banking Executive Office.
• Promote the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area.
• Conduct sales planning activities.
• Execute on business development strategies.
• Build relationships with partners and both existing and new clients.
• Perform initial analysis and work in collaboration with credit team on completion of credit applications.
• Build and maintain a market profile in the assigned market area with both internal and external contacts.

Benefits

• Be part of an over-all proven successful member of the Canadian Commercial Banking team.
• Ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives.
• Be a champion with customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Be part of an environment that is fast paced and demanding and will at times require priorities to be re-adjusted to accommodate urgent requests.
• The ability to promote the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area.
• Champions a high-performance environment and contributes to an inclusive work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed