Client Relationship Manager, Canadian Commercial Banking; Ontario

Title:

Client Relationship Manager, Canadian Commercial Banking (Contract) - Windsor, Ontario

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

Contributes to the overall success of Canadian Commercial Banking ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

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.

The CRM is responsible for conducting sales planning activities, executing on business development strategies and building relationships with partners and both existing and new clients. The incumbent is still responsible for initial analysis and continuing to work in collaboration with credit team on completion of credit applications.

January 2026

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Promotes the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area by:

• Developing and implementing a marketing strategy to maximize business development opportunities for sustainable growth within the bank’s risk appetite.
• Developing sales plans for prospects and existing clients.
• Identifying prospects/referrals from other internal/external networks.
• Analyzing prospect lists and prioritizing business development opportunities based on market data and customer analytics.
• Partnering with internal stakeholders for non-credit related products.
• Referring clients and prospects to the appropriate Canadian Commercial Banking segment and partners as appropriate.
• Driving client primacy through sales of credit and non-credit commercial products to prospects and clients.
• Maintaining an appropriate ongoing sales pipeline and calling program.
• Identifying and facilitating the involvement of key Bank resources and stakeholders to further business interests.
• Maintaining effective follow‑up with prospects/referrals on any unsuccessful opportunities.
• Updating client or contact information accurately and in a timely fashion.
• Leveraging latest technology and data to make more informed decision (e.g. Customer 360 dashboard, Salesforce).
• Planning and completing relationship activities that generate sales opportunities and/or provide value to clients.
• Building and maintaining an awareness of local market and general economic conditions.
• Meeting with business leaders and other centres of influence.
• Participating in local professional and community events and associations to develop and expand network of contacts.
• Liaising and utilizing Bank product specialists to stay abreast of new enhancements, products and services, and to fulfil identified client needs.
• Promoting and encouraging a strong relationship with the Credit Solutions Associate (CSA) and Client Service Specialist (CSS) and partnering as a team to support client needs.
• Including the Cash Management Contact Centre for Commercial Banking / Global Transaction Banking sales as a part of client meetings when a need is identified.
• Partnering with Service team to ensure satisfactory onboarding of clients.
• Using strong knowledge of the Bank’s streamlined products and services including simplified credit application, standardized and simplified products, standardized pricing and underwriting.
• Actively…