Commercial Account Manager

Kawartha Credit Union; Burk's Falls; Remote; CAD 60,000 - 85,000; Full time

Job summary

Kawartha Credit Union is seeking a Commercial Account Manager to provide comprehensive financial solutions to commercial clients. This remote position requires 3-7 years of experience in commercial lending, along with strong communication and sales skills. The ideal candidate will excel in decision-making and problem-solving while managing relationships and risk effectively.

Qualifications

• 3-7 years progressive commercial lending experience.
• Knowledge of the Credit Union system would be an asset.
• Able to be decisive and firm, while demonstrating empathy.

Responsibilities

• Apply relationship selling and management principles to provide financial solutions.
• Accountable for risk management of the commercial loan portfolio.
• Liaise with professional service providers and maintain community involvement.

Skills

Negotiating skills

Decision making

Problem-solving

Sales skills

Communication skills

Organizational skills

Time management

Education

Business related University Degree/College Diploma

Job description

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Commercial Account Manager (Permanent Full-time)

Commercial Account Manager (Permanent Full-time)

Location: Remote Position. The successful candidate must reside within 3 hours of Kawartha Credit Union Head Office, Peterborough ON

Hours: Monday to Friday, 40 hours per week

Rate of Pay: Dependent on experience

As An Commercial Account Manager, You Will

• Apply relationship selling and relationship management principles and techniques to all Commercial members and prospects, providing complete financial solutions to meet all commercial and personal banking needs.
• Accountable for risk management of the commercial loan portfolio as well as the quality of information, analysis, profitability and credit recommendations in executing sales of credit/non-credit products and services to Commercial members and prospects.
• Maintain an effective business development and community involvement strategy to protect and expand share of profitable Commercial business, utilizing an extensive network of referral resources.
• Liaise with professional service providers such as Central 1, lawyers, real estate appraisers, credit reporting/collection agencies and insurers, as required.
• Work co-operatively with all Credit Union branch or department personnel (e.g. Retail Banking, Wealth Management, Credential Financial) to identify opportunities to ensure members needs and expectations are profitably met and/or exceeded.
• Retain and expand Commercial relationships to achieve portfolio retention, sales, service and profitability objectives and proactively develop relationships with new Commercial members.
• Complete annual credit reviews in a timely manner according to policy, coordinating financial information requirements with the Commercial Administration Department;
• Analyze information received to assess risk; develop action plans to minimize Credit Union exposure where appropriate. Identify commercial and retail opportunities. Review pricing and submit recommendation for renewal for approval. Visit clients on a regular basis (at least annually) to ensure loan security is protected.
  
  

Qualifications Required

• Business related University Degree/College Diploma, or appropriate combination of Business and lending related courses
• 3-7 years progressive commercial lending experience
• Knowledge of the Credit Union system would be an asset
• Able to be decisive and firm, while demonstrating empathy
• Excellent oral and written communication skills
• Negotiating skills
• Excellent decision making and problem-solving skills
• Excellent sales and service skills
• Good organizational and time management skills
  
  

At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.

If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process, apply now!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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