Commercial Account Manager

Credit Union Atlantic Ltd; Halifax; Hybrid; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Competitive compensation

Job summary

Credit Union Atlantic Ltd in Nova Scotia seeks a Commercial Account Manager to grow and manage a defined portfolio of commercial members, providing expert advice on a broad range of business banking products.

You will develop new member connections, expand existing relationships, cross-sell products, and build strong client partnerships through proactive service, with a hybrid work arrangement and competitive benefits.

Qualifications

• Undergraduate degree with emphasis on Business or Commerce.
• Five to seven years progressive branch/banking experience; 3–5 years in small business banking.
• Experience with loan origination systems and electronic banking platforms; MS Office.
• Proven business development within small business or commercial banking.
• CPA or MBA designation would be an asset.

Responsibilities

• Grow, develop and manage a defined portfolio of commercial members.
• Provide exceptional commercial member advice on a broad range of business banking products.
• Develop new member connections and expand existing relationships; cross-sell suite of products and services.

Skills

Client relationships

Business banking

Cross-selling

Advisory skills

Education

Undergraduate degree (Business/Commerce)

CPA or MBA asset

Tools

Loan origination systems

Electronic banking platforms

MS Office Suite

Job description

Members of the CUA Team work to create and deliver a great banking experience to over 25,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a team of committed problem-solvers who think big and outside the box to help others take a step forward in their financial health. If you are excited about the opportunity to help people achieve what matters most, while changing the way people think about banking, consider the following role.

Commercial Account Manager

Reporting to the Manager, Commercial Services, the Commercial Account Manager is responsible for the proactive growth, development and management of a defined portfolio of commercial members. Applying sound judgment, this position is accountable to manage and grow the small and medium sized business banking market by providing exceptional commercial member advice on a broad range of business banking products. The Commercial Account Manager is also responsible for developing new member connections as well as expanding existing relationships, which include cross-selling of the suite of CUA products and services, both within commercial and personal banking.

Attributes:

As the successful candidate, you are an experienced commercial or small business banker with an ability to establish and maintain strong business/client relationships which include servicing and anticipating the commercial clients’ banking needs. You possess a proven track record of growing the book of business as well as delivering solid financial advice and solutions for commercial clients. You excel at opportunity spotting and achieve high levels of client satisfaction. You possess a comprehensive knowledge of the financial services industry, with understanding of the credit union system considered to be an asset.

Education/Experience:

• Possess an undergraduate degree with an emphasis on Business or Commerce.
• Five to seven years of progressive branch/banking experience, with three to five years focusing primarily within small business banking, commercial deposit acquisition or commercial lending.
• Experience with loan origination systems and electronic banking platforms, along with MS Office Suite.
• A proven track record of business development within the small business or commercial banking sector.
• CPA or MBA designation would also be considered an asset.

Employment Equity, Diversity & Inclusion at CUA:

CUA strives to achieve a workplace where opportunities are based on skills and abilities and recognizes the value that diversity brings. We encourage applications from all qualified candidates, including those who identify as racially visible, indigenous, women in underrepresented roles, persons with disabilities and members of the 2SLGBTQI+ community. CUA supports candidates and employees with access and accommodation needs. If you are selected for an interview and require a specific accommodation, please let us know and we would be happy to assist.

This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications. A flexible work arrangement, including a hybrid work model, is available for this position.

The closing date for this opportunity is August 31, 2026.