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.
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Job Type
Full-time
Career Level
Senior
Education Level
Associate degree