Senior Account Manager

Provincial Credit Union

8d•Onsite

About The Position

The Senior Account Manager, Business Services is responsible for managing a complex portfolio of high-value commercial relationships, providing tailored lending solutions and strategic financial advice to business members. Acting as a trusted advisor, this role focuses on building long-term partnerships, supporting business growth, and ensuring sound credit and risk management practices. As a senior member of the team, the role also contributes to departmental strategy and provides mentorship to colleagues.

Requirements

Bachelor’s Degree in Business Administration, or a College Diploma in Business, Finance, Accounting, Commerce, or a related field; or an equivalent combination of education and experience.
Experience in business lending, relationship management, or commercial banking within the financial services industry.
Demonstrated success delivering strong member service and supporting business growth through financial solutions.
Strong relationship management and business development skills with a member-focused mindset.
Solid financial acumen, including the ability to analyze financial statements and structure complex lending solutions.
Sound judgment and risk assessment capabilities in commercial lending.
Excellent communication and negotiation skills.
Highly organized with strong attention to detail and the ability to manage competing priorities.
Self-motivated and adaptable, with the ability to work both independently and collaboratively.
Commitment to compliance, confidentiality, and professional integrity.
Candidates must be bondable under a fidelity bond policy (includes a criminal and credit check).

Responsibilities

Manage and grow a portfolio of complex commercial lending relationships, delivering exceptional service and proactive financial advice.
Assess, structure, and negotiate credit solutions, including loans, lines of credit, and other business products.
Monitor and manage credit risk through ongoing portfolio oversight, reviews, and adherence to lending policies.
Identify business development opportunities, cultivate new relationships, and expand the member base.
Resolve member concerns professionally while maintaining strong, trust-based relationships.
Collaborate with internal teams and external partners to deliver comprehensive financial solutions.
Mentor and support team members, contributing to a strong, collaborative team environment.
Contribute to departmental initiatives, planning, and continuous improvement efforts.

Benefits

Competitive Pay & Bonus Program
Health and dental coverage
Sick time
Defined Contribution Pension Plan & Group Retirement Savings Plan with up to 9% employer contribution
Three weeks’ vacation to start
Four personal days
Two volunteer days each year
Tuition reimbursement
Training opportunities
Career progression pathways
Annual fitness and clothing allowance
Reduced employee loan and mortgage rates
No service fees on banking transactions