Relationship Manager, Commercial Financial Services

• Deliver value-added financial advice and solutions tailored to clients
• Leverage sales-enabling tools, including sales planning, prospecting, and pre-call planning tools
• Apply a continuous-improvement approach to deliver a superior client experience
• Develop needs-based sales strategies for clients and prospects to grow revenue, deepen client relationships, and achieve client loyalty
• Participate in a approximately nine-month, mentor-supported training program based primarily in a Commercial Centre
• Complete on-the-job training, self-study material, interactive online courses, and classroom training

• Minimum 1-2 years of experience in commercial lending preferred, as well as previous banking experience in a relationship management role
• A post-secondary diploma/degree, ideally in commerce or business administration, or related experience
• Demonstrated success in a business development role, especially with respect to the acquisition of new clients, prospecting, and cold calling
• Financial statement review and computer modeling and analysis experience
• Experience with emerging communications and technology, including web-based meetings, social media, digital banking, and mobile applications
• Strong interpersonal and negotiation skills
• Entrepreneurial attitude and self-motivation to achieve above average results
• Continuous learning and up-to-date knowledge of client needs, procedures, and relevant products

Demonstrates expertise in delivering tailored financial advice and solutions, with a strong focus on business development, client relationship management, and continuous improvement. Proficient in leveraging technology and sales-enabling tools to enhance client experiences and drive revenue growth.

• Commercial Lending Experience
• Business Development Success
• Financial Statement Review
• Interpersonal Skills
• Negotiation Skills

• Financial Analysis
• Sales Strategy Development
• Client Relationship Management
• Prospecting
• Cold Calling

• Interpersonal Skills
• Self-Motivation
• Entrepreneurial Attitude

• Post-Secondary Diploma/Degree in Commerce or Business Administration

• Commercial Lending
• Client Loyalty
• Continuous Improvement
• Business Development
• Relationship Management

• Sales Planning Tools
• Digital Banking
• Web-Based Meetings
• Mobile Applications
• Social Media