Commercial Account Manager - Surrey / Fraser Valley

Gulf and Fraser; Burnaby; On-site; CAD 92,000 - 107,000; Full time

Job summary

A new credit union is seeking a Commercial Account Manager to grow and manage a commercial portfolio, enhance profitability, and promote community development. The role requires strong sales skills, relationship management, and a degree in finance or business. Competitive salary and benefits offered.

Benefits

Competitive base salary

Annual incentive bonus

Extended health care

Dental coverage

Disability coverage

Favorable vacation benefits

RRSP with Employer contributions

Special banking perks

Qualifications

• 5 - 7 years' progressive experience with proven track record in sourcing and closing commercial deals.
• Strong business acumen; understanding and knowledge of market trends and current economic environment.

Responsibilities

• Manages a commercial portfolio while minimizing lending risk by analyzing and documenting commercial credit applications.
• Develops commercial business from external sources and within current book.
• Promotes Beem Credit Union through community involvement and business development opportunities.

Skills

Sales

Relationship Management

Business Acumen

Education

Degree or diploma in finance, commerce or business administration

Job description

Beem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem, we are combining our strengths to better serve our members. As of January 1, 2025, Beem will be one of BC's largest provincially regulated credit unions, supporting the financial wellness of 193,000 members from 66 branches across the province with $17 billion in assets under administration. Learn more about our journey at www.beemcreditunion.ca.

What this role is all about :

The Commercial Account Manager is responsible for growing the size and profitability of the commercial book by gathering external assets, acting on internal referrals and managing a portfolio of relationships, as well as contributing to the growth of all lines of Beem Credit Union's business. The incumbent works collaboratively with all credit union and subsidiary staff to proactively network, build relationships and seek business development opportunities with members and non-members. The Commercial Account manager is mobile and committed to service excellence on all facets of business, with the goal of promoting Beem Credit Union as a primary financial institution and partner in community development.

The successful candidate must have reliable access to a vehicle and be able to commute to Beem Credit Union branches and other locations throughout Surrey and the Fraser Valley.

What you'll do :

• Manages a commercial portfolio while minimizing lending risk by analyzing, evaluating, preparing and documenting commercial credit applications.
• Works to develop commercial business from external sources, within current book and with the Beem Credit Union membership.
• Manages portfolio growth by meeting sales and referral targets and increasing product and service penetration of existing members.
• Monitors commercial loans on an ongoing basis by ensuring annual reviews are completed as per commercial loan policy.
• Seeks opportunities to collaborate and cross-sell other Beem Credit Union products and refer members to sales partners, including retail banking, wealth management, insurance and mortgage specialists.
• Actively promotes Beem Credit Union through involvement in community groups, community events and business development opportunities.
• Degree or diploma in finance, commerce or business administration
• 5 - 7 years' progressive experience with proven track record in sourcing and closing commercial deals
• Diversified lending experience is a must
• Experience adjudicating credit is an asset
• Strong business acumen; understanding and knowledge of market trends and current economic environment
• Demonstrated strength in sales and identifying opportunities for product cross-selling
• Excellent relationship management abilities and sound judgment
• Equivalent combination of the above may be appropriate

What will you gain :

• Competitive base salary; reviewed annually. The salary range for this position is $92,000 - $107,000. Starting salaries will be based on related education, accreditations, training, and experience
• Annual incentive bonus based on performance
• Extended health care, dental coverage and disability coverage
• Favorable vacation benefits - paid time off to recharge!
• RRSP with Employer contributions, and the option to contribute yourself
• Special banking perks - including mortgage and lending products

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

• B uild Together : You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
• O wn It : You are ready to take charge, drive change, and deliver outstanding results.
• L ead with Agility : You are a dynamic, adaptable thinker who thrives on challenge and innovation.
• D riven by Curiosity : You are eager to explore, learn, and shape the future.

Ready to join?

Visit us at www.beemcreditunion.ca to learn more about what it's like to work for Beem Credit Union! We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.

We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team.

Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.

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