Senior Client Relationship Manager, Canadian Commercial Banking Valley Region

Senior Client Relationship Manager, Canadian Commercial Banking – Ottawa/Ottawa Valley Region

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

Contribute to the overall success of Canadian Business Banking by ensuring individual goals, plans, and initiatives are executed and delivered in support of the team’s business strategies and objectives. The role is a product generalist who understands financial products and services and focuses on cross‑selling and retaining existing business customers. Responsibilities include identifying prospects, developing sales pipelines, conducting prospect sales calls, qualifying opportunities, managing a moderate to higher complexity customer portfolio (credit authorizations $5MM–$25MM, annual sales $15MM–$75MM), performing credit applications, ensuring compliance, and maintaining an existing customer base.

• Champion a customer‑focused culture to deepen client relationships and leverage broader bank relationships, systems, and knowledge.
• Promote the development and profitable growth of the Canadian Business Banking portfolio by:
• Developing and implementing a marketing strategy to maximize business development opportunities.
• Developing sales plans for prospects and existing customers.
• Identifying prospects/referrals from internal and external networks.
• Analyzing prospect lists and prioritizing business development opportunities based on market data and customer analytics.
• Determining pricing for existing customer relationships and proposed financing for prospects to ensure profitability.
• Partnering with internal resources for non‑credit products.
• Referring customers and prospects to the appropriate Canadian Business Banking segment and partners.
• Pursue a business development program by:
• Direct selling of credit and non‑credit commercial products to prospects and customers.
• Maintaining an appropriate ongoing sales pipeline and calling program.
• Identifying and facilitating the involvement of key bank resources and stakeholders.
• Maintaining effective follow‑up with prospects/referrals on unsuccessful opportunities.
• Updating client or contact information accurately and timely.
• Build and maintain a market profile by:
• Planning and completing relationship activities that generate sales opportunities and provide value to clients.
• Staying aware of local market and general economic conditions.
• Meeting with business leaders and other centres of influence.
• Participating in local professional and community events to expand network contacts.
• Liaising with product specialists to stay abreast of new enhancements, products, and services.
• Ensure all aspects of assigned relationships receive ongoing attention by:
• Promoting strong relationships with Client Service Associates (CSAs).
• Using knowledge of streamlined products and simplified credit application processes.
• Actively seeking customer feedback on bank products and services.
• Liaising with the Shared Services Business Service Centre for fulfilment and compliance monitoring.
• Partnering with internal product specialists on selling non‑credit products.
• Providing suggestions for customer satisfaction and process improvements.
• Manage an assigned credit portfolio within $5MM to $25MM authorizations by:
• Completing timely credit reviews.
• Authorizing, renewing, or declining requests within policy limits.
• Ensuring documentation is properly prepared and conditions of authorization are met.
• Identifying and resolving deviations and early problem loans.
• Making risk rating recommendations to Global Risk Management.
• Ensure satisfactory onboarding of clients by completing diligence, owning KYC requirements, coordinating with CSAs, and ensuring documentation is on file.
• Champion sustainment of the operating model and support a culture of diversity and inclusive initiatives.
• Understand bank risk appetite and culture in day‑to‑day decisions.
• Actively pursue effective and efficient operations in respective areas and comply with operational, regulatory, AML/ATF, and conduct risk frameworks.
• Champion a high‑performance environment and contribute to an inclusive work environment.

• Clients located in…