About The Position

The Senior Client Relationship Manager (“Sr. CRM”) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives. This role is expected to work in a fast-paced and demanding environment and will at times require priorities to be re-adjusted to accommodate urgent requests. The Sr. CRM will manage financial statement analysis and the ability to manage credit needs for deals of moderate to higher complexity. They will have a strong knowledge of the Bank’s commercial lending and deposit products and services, and customer profitability model, in order to provide integrated financial solutions. This role requires proven experience promoting the development and profitable growth of a commercial banking portfolio. The Sr. CRM is responsible for identifying prospects in target markets, developing proposed sales pipelines, conducting prospect sales calls and qualifying opportunities based on client information and a high level of due diligence. They will manage a customer portfolio of moderate to higher complexity, with business development activities that targets clients with credit authorizations between $5MM to $25MM and annual sales between $15MM to $75MM. The Sr. CRM is responsible for analysis and completion of credit applications with dedicated support from a Client Service Associate.

Requirements

  • Post secondary diploma/degree in business or economics or work equivalency.
  • Demonstrated success in a business development role, especially with respect to new client acquisitions, within a career length of two to five years.
  • Strong knowledge of the commercial banking marketplace in Canada and a detailed knowledge of the assigned market area’s key industries and competitive positioning.
  • Strong interpersonal and negotiation skills.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Strong business development background and a track record of achieving growth targets.
  • Extremely strong organizational skills that can handle the stress involved in a fast-paced role that will pull you in many directions and be able to constantly reprioritize throughout the day, many of which present problems or opportunities which must be handled immediately.

Nice To Haves

  • Mandarin/Cantonese

Responsibilities

  • Manage financial statement analysis and the ability to manage credit needs for deals of moderate to higher complexity.
  • Provide integrated financial solutions by having a strong knowledge of the Bank’s commercial lending and deposit products and services, and customer profitability model.
  • Promote the development and profitable growth of a commercial banking portfolio.
  • Identify prospects in target markets, develop proposed sales pipelines, conduct prospect sales calls and qualify opportunities based on client information and a high level of due diligence.
  • Manage a customer portfolio of moderate to higher complexity, with business development activities that targets clients with credit authorizations between $5MM to $25MM and annual sales between $15MM to $75MM.
  • Analyze and complete credit applications with dedicated support from a Client Service Associate.

Benefits

  • Be the champion on a high-performance environment and contribute to an inclusive work environment.
  • Grow your responsibilities to ensuring effective relationship management, conducting sales planning and fulfilling the execution of service for an existing client base.
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