Commercial Banking Subject Matter Expert

Innovatia

7d • Remote

About The Position

Innovatia is seeking an experienced Commercial Banking professional to provide subject matter expertise in support of a Sales Capability Program being developed for one of Canada's leading financial institutions. The ideal candidate understands how relationship managers build trusted client relationships, identify opportunities, navigate complex conversations, and consistently execute effective sales behaviours. This role requires the ability to translate that knowledge for learning professionals who need to build authentic, relevant training content.

Requirements

• Extensive Commercial Banking experience within a Canadian financial institution.
• Demonstrated success in business development, prospecting, relationship management, and commercial lending.
• Experience coaching, mentoring, or leading Commercial Banking professionals.
• Excellent communication skills, with the ability to articulate banking concepts clearly to both business and learning audiences.

Nice To Haves

• Commercial lending, credit adjudication, or financial analysis
• Business development, prospecting, and pipeline management
• Relationship management
• Sales coaching or workforce capability development
• Sales enablement or business transformation initiatives

Responsibilities

• Participate in discovery sessions, workshops, and knowledge capture activities.
• Provide expertise on business development, prospecting, relationship management, commercial lending, and sales execution.
• Help clarify Commercial Banking terminology, business processes, customer interactions, and operational workflows.
• Recommend authentic customer scenarios, coaching examples, and practical business situations for learning content.
• Review draft learning materials and provide recommendations on accuracy and practical application.
• Provide advisory input during pilot preparation, evaluation, and post-pilot refinement.

What This Job Offers

• Career Level: Senior
• Education Level: No Education Listed