Client Relationship Manager, Canadian Commercial Banking - Barrie, Ontario

Scotiabank; Barrie; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Client Relationship Manager to enhance client relationships and drive business development in Canadian Commercial Banking. This role focuses on delivering tailored banking solutions to clients with significant credit needs, leveraging strong sales and negotiation skills. The ideal candidate will thrive in a fast-paced environment, engaging in community events and networking to expand their professional reach. If you're passionate about fostering client success and navigating the complexities of commercial banking, this opportunity is perfect for you.

Qualifications

• Minimum of 2 years' experience or completion of Bank’s Training Program.
• Knowledge of Canadian commercial banking products and credit skills.

Responsibilities

• Manage a client portfolio of moderate complexity and develop sales pipelines.
• Collaborate with internal stakeholders and maintain ongoing client engagement.

Skills

Sales Skills

Negotiation Skills

Relationship Management

Communication Skills

Networking Abilities

Education

Undergraduate degree in business or economics

Equivalent work experience

Tools

MS Office

Banking Systems

Job description

Requisition ID: #

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

Position: Client Relationship Manager, Canadian Commercial Banking - Barrie, Ontario

Purpose

Contribute to the success of Canadian Commercial Banking by executing specific goals, plans, and initiatives aligned with business strategies. Ensure compliance with regulations, policies, and procedures.

The CRM understands financial products and services, focusing on delivering comprehensive banking solutions and fostering client relationships. Responsible for managing a client portfolio of moderate complexity, developing sales pipelines, engaging in client planning, and qualifying opportunities based on client needs and due diligence. The role targets clients with annual sales between $5MM-$15MM and credit needs from $1MM-$5MM.

Accountabilities

1. Customer Focus: Deepen client relationships, leverage bank resources, and promote a customer-centric culture.
2. Business Development: Develop marketing strategies, identify prospects, prioritize opportunities, and collaborate with internal stakeholders.
3. Market Profile Building: Engage with local market and economic conditions, participate in community events, and expand professional networks.
4. Relationship Management: Maintain ongoing client engagement, partner with credit and service teams, and utilize bank products effectively.
5. Credit Portfolio Management: Collaborate with Credit Solution Associates on credit decisions up to $5MM, ensure proper documentation, and monitor for early problem identification.
6. Operational Excellence: Adhere to operational guidelines, risk appetite, and compliance standards, ensuring effective controls and conduct risk management.

Dimensions

Clients are mainly Canadian-based, with some international operations. The role involves managing both borrowing and non-borrowing clients, requiring strong relationship and communication skills. Interaction with internal partners across various banking sectors and external professionals is essential. The environment is fast-paced, demanding flexibility and prioritization.

Education

Undergraduate degree in business or economics, or equivalent work experience. Additional training as required by the bank.

Skills/Work Experience

• Minimum of 2 years' experience or completion of Bank’s Training Program.
• Proven sales, negotiation, and relationship management skills.
• Knowledge of Canadian commercial banking products, credit skills, and customer profitability modeling.
• Strong communication, interpersonal, and networking abilities.
• Proficiency in MS Office and banking systems.

Working Conditions

Standard office environment, with the need for flexibility in a dynamic setting.