Bilingual Account Manager III

Robertson & Company Ltd.; Canada; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services company is looking for an experienced individual to join their team in Canada. This role requires a strong understanding of commercial banking and excellent communication skills, as you will review lending applications and provide sound underwriting decisions. Candidates must have at least 5 years of relevant experience and be bilingual in French and English. If you are detail-oriented and can manage multiple priorities, this is an excellent opportunity to grow in a mid-senior level position.

Qualifications

• Minimum 5+ years of experience in commercial banking or lending.
• Strong understanding of the financial services industry.
• Bilingualism - French and English (fluent speaking, writing, and reading).

Responsibilities

• Review lending applications secured by insurance and wealth assets.
• Provide rationale for underwriting decisions.
• Maintain credit portfolio quality within risk appetite.

Skills

Collaboration

Communication

Self-motivation

Organizational skills

Education

Bachelor's degree in Business, Commerce, Economics, or Finance

Job description

Responsibilities

• Review lending applications secured by insurance and wealth assets; exercise delegated lending authority to approve or decline applications.
• Provide clear, well supported rationale for underwriting decisions.
• Review and analyze loan applications and supporting documentation to ensure compliance with policies, guidelines, and regulatory requirements.
• Maintain credit portfolio quality within established risk appetite and regulatory standards, minimizing loan losses through sound adjudication.
• Collaborate with internal partners to strengthen risk practices and recommend structural enhancements to protect the company’s position in the event of default.
• Escalate credit applications exceeding delegated limits to the appropriate approval authority.
• Drive continuous improvement in origination and adjudication quality and support a strong risk based culture.

Soft Skills

• Demonstrated ability to collaborate effectively and influence outcomes
• Excellent communication skills and professionalism.
• High level of self-motivation, urgency, and ability to work independently.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.

Candidate Requirements / Must Have Skills

1. Minimum 5+ years of experience in commercial banking or lending.
2. Strong understanding of the financial services industry.
3. Bilingualism - French and English (fluent speaking, writing, and reading)

Nice‑To‑Have Skills

1. Experience working with ultra high net worth clients.
2. Experience exercising lending authority or working in credit risk.

Education

• Bachelor’s degree in Business, Commerce, Economics, or Finance.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Business Development

Industries

Insurance