About this role
Job Posting Source
Client Relationship Manager, Commercial Banking - Victoria
Requisition ID: 264986
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Client Relationship Manager (CRM) possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our clients. They are responsible for identifying prospects in target markets and managing a client portfolio of standard to moderate complexity. This includes developing robust sales pipelines, engaging in client planning activities with partners, conducting sales calls and qualifying opportunities based on client needs and a high level of due diligence. The role is specific to the Growth segment of Canadian Commercial Banking, which includes clients with annual sales between $5MM-$15MM and credit authorizations from $1MM-$5MM.
Is this role right for you?
In this role, you will:
- Partner with Credit Solution Associate on credit portfolio for authorizations up to $5MM.
- Partnering with Service team to ensure satisfactory onboarding of clients. These clients will be both borrowing (under $5MM) and non-borrowing.
- Borrowing Clients typically have standard to moderate complexity financial solutions.
- Have a strong business development and communication skills to manage client, market and internal partner relationships.
- You will interact primarily with various internal partners which include Global Transaction Banking, Business Banking, Retail, Wealth Management, Global Banking and Markets, Cash Management Contact Centre, and could include other partners on occasion such as Global Risk Management, the Business Banking Operations, Enhanced Due Diligence Unit CRA, as well as the Canadian Commercial Banking Executive Office.
- Promote the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area.
- As the CRM you will be responsible for conducting sales planning activities, executing on business development strategies and building relationships with partners and both existing and new clients.
- Also responsible for initial analysis and continuing to work in collaboration with credit