Business Deposit Specialist

Job Description

As a Business Deposit Specialist, you will design, structure, present, negotiate and implement custom deposit solutions for complex business financial services clients. You will support the Relationship Managers with portfolio review, opportunity spotting, client discovery and proposing solutions. In addition, you will contribute to an exceptional client experience by providing superior business solutions and financial advice.

Please note this role requires extensive travel for both team and client engagement within:
Durham Region, Kingston/Quinte, Barrie & North Central, and Peterborough & Kawartha Lakeshore.

• Pre‑contact planning, designing, structuring, presentation, negotiation and implementation of client solutions, including pricing within delegated authorities aligned to client complexity.
• Portfolio Review for New Client Acquisition to the product line or additional product sale to existing BFS client; leads identification and execution and proactive contact.
• Documenting client solutions including detailed updating within client relationship plan and pipeline Client 360 for contact management and reporting.
• Development of CRT capability related to Deposit and Investment opportunity spotting, client discovery and proposing solutions.
• Role will support Manitoba and Northern Ontario.
• In office expectations: 4 days per week.
• Extensive travel required.

• 5 years' experience within the product specialty field, Deposit and Investments.
• Strong client impact, execution excellence and collaboration skills.
• Strong analytical and technology skills, including financial analysis demonstrating the ability to match client needs with financial solutions.
• Excellent time management with the ability to prioritize multiple and sometimes conflicting demands.
• Proven negotiation skills.

• University degree, ideally in commerce, business administration, or related experience.
• Commercial Financial Services experience.

• World‑class sales and senior leadership training with countless development opportunities.
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• A focus on work‑life balance.
• A unique opportunity for personal and professional growth.
• Work in a dynamic, collaborative, progressive, and high‑performing team.

Address: 550 LAVAL DR, OSHAWA

City:
Oshawa

Country:
Canada

Work hours/week: 37.5

Employment Type:

Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications: