Commercial Account Manager

CUA•Halifax, NS

11d•Hybrid

About The Position

Members of the CUA Team work to create and deliver a great banking experience to over 25,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a team of committed problem-solvers who think big and outside the box to help others take a step forward in their financial health. If you are excited about the opportunity to help people achieve what matters most, while changing the way people think about banking, consider the following role. Reporting to the Manager, Commercial Services, the Commercial Account Manager is responsible for the proactive growth, development and management of a defined portfolio of commercial members. Applying sound judgment, this position is accountable to manage and grow the small and medium sized business banking market by providing exceptional commercial member advice on a broad range of business banking products. The Commercial Account Manager is also responsible for developing new member connections as well as expanding existing relationships, which include cross-selling of the suite of CUA products and services, both within commercial and personal banking.

Requirements

Experienced commercial or small business banker with an ability to establish and maintain strong business/client relationships which include servicing and anticipating the commercial clients’ banking needs.
Proven track record of growing the book of business as well as delivering solid financial advice and solutions for commercial clients.
Excel at opportunity spotting and achieve high levels of client satisfaction.
Comprehensive knowledge of the financial services industry.
Possess an undergraduate degree with an emphasis on Business or Commerce.
Five to seven years of progressive branch/banking experience, with three to five years focusing primarily within small business banking, commercial deposit acquisition or commercial lending.
Experience with loan origination systems and electronic banking platforms, along with MS Office Suite.
A proven track record of business development within the small business or commercial banking sector.

Nice To Haves

Understanding of the credit union system considered to be an asset.
CPA or MBA designation would also be considered an asset.

Responsibilities

Proactive growth, development and management of a defined portfolio of commercial members.
Manage and grow the small and medium sized business banking market by providing exceptional commercial member advice on a broad range of business banking products.
Develop new member connections.
Expand existing relationships, which include cross-selling of the suite of CUA products and services, both within commercial and personal banking.