Client Relationship Manager, Commercial Banking - Halifax

Scotiabank•Halifax, NS

35d•Onsite

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.

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

Nice To Haves

Delivering the full bank offering and driving primacy in relationships with our clients
Identifying prospects in target markets
Managing a client portfolio of standard to moderate complexity
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
Clients will be both borrowing (under $5MM) and non-borrowing
Borrowing Clients typically have standard to moderate complexity financial solutions
Strong business development and communication skills
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
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 a team 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
Build and maintain a market profile in the assigned market area with both internal and external contacts

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
Promote the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area
Conduct sales planning activities, executing on business development strategies and building relationships with partners and both existing and new clients
Initial analysis and working in collaboration with credit team on completion of credit applications
Champion a high-performance environment and contribute to an inclusive work environment