Manager, Financing Solutions

National Bank of Canada; Kamloops; Híbrido; CAD 110.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Telemedicine service

Virtual sleep clinic

Descripción de la vacante

National Bank of Canada seeks a Manager, Financing Solutions to support mid-market commercial banking across Western Canada. You will underwrite and structure complex credit solutions, partnering with relationship managers to drive growth and manage risk in a fast-growing team.

You will analyze financial statements, prepare board sheets, negotiate terms, and guide other team members. The role offers hybrid work arrangements across Kelowna, Kamloops, or Prince George, with a focus on client

Formación

• Bachelor’s degree in a related field with 6 years of relevant experience, or Master’s with 4 years, or NB University Program diploma with 8 years.
• Experience in commercial credit
• Experience analyzing financial statements
• Excellent interpersonal and communication skills with partners

Responsabilidades

• Perform high-quality credit analyses per Credit Centre standards.
• Structure credit applications with board sheet structuring.
• Collaborate with Commercial Account Manager to assess financing needs.
• Negotiate credit terms with Credit Risk Management as needed.
• Present preliminary credit applications to RVP for profitability checks.
• Produce and update client files to ensure efficient processing.
• Serve as a credit matters resource and support skills development.
• Identify sector risks inherent to the client base.

Conocimientos

Interpersonal skills

Communication

Negotiation

Financial statement analysis

Educación

Bachelor's degree in related field

Master's degree in related field

National Bank University Program diploma

Descripción del empleo

National Bank is experiencing significant growth across Western Canada, creating exciting opportunities for ambitious banking professionals to help shape the future of our Commercial Banking business. As we continue to expand our presence, we are looking for several Manager, Financing Solutions professionals to support our growing client base and strengthen our market leadership.

In this role, you will play a pivotal part in delivering financing expertise to a diverse portfolio of commercial clients while partnering closely with relationship managers to drive business growth. You will be responsible for underwriting and structuring complex credit solutions, managing risk, and supporting strategic client conversations across a broad range of industries within the Mid-Market Commercial Banking segment. This is a unique opportunity to join a fast-growing team, make a tangible impact on the success of businesses across Western Canada, and accelerate your career within one of the country's leading financial institutions.

Your Job

• Perform high-quality credit analyses in accordance with the standards established by the Credit Centre, and make recommendations
• Structure credit applications (board sheet structuring) by mitigating risks and developing financing scenarios that meet client needs and match the Bank's risk criteria
• Participate in determining client financing needs in collaboration with the Commercial Account Manager
• Negotiate credit terms and conditions with the Credit Risk Management as needed and confirm the availability of financing for the Commercial Account Manager
• Obtain comments from the Account Managers on the preliminary versions of credit applications, adjust them as needed, then present them to the RVP before they are forwarded to the Credit Risk Management to ensure they meet the Bank's requirements for overall client profitability
• Produce documents and update client files in collaboration with account representatives and the Credit Risk Management to ensure credit applications are processed efficiently
• Act as a resource person for your team in handling credit matters and assist, as needed, in addressing team members' skills development in this area.
• Identify the risks inherent to sector activities

Your Team

Within the Commercial Banking sector, the Manager, Financing Solutions reports to the Director, Financing Solutions and will be a part of the BC Interior (ideallyKelowna, but can also be based out of the Kamloops or Prince George locations). Our team stands out for itsexceptional service and unwavering support to both business owners and our colleagues, ensuring a collaborative and thriving work environment. We ultimately aim to offer you flexibility and quality of life. This notably means a hybrid work environment, as well as adaptable working hours.

Prerequisites

• A bachelor’s degree in a related field and 6 years of relevant experience, OR a master’s degree in a related field and 4 years of relevant experience, OR an undergraduate diploma from the National Bank University Program and 8 years of relevant experience
• Experience in commercial credit
• Experience analyzing financial statements
• Excellent interpersonal and communication skills with an ability to effectively collaborate with partners and form well-reasoned recommendations
  

National Bank is experiencing significant growth across Western Canada, creating exciting opportunities for ambitious banking professionals to help shape the future of our Commercial Banking business. As we continue to expand our presence, we are looking for several Manager, Financing Solutions professionals to support our growing client base and strengthen our market leadership.

In this role, you will play a pivotal part in delivering financing expertise to a diverse portfolio of commercial clients while partnering closely with relationship managers to drive business growth. You will be responsible for underwriting and structuring complex credit solutions, managing risk, and supporting strategic client conversations across a broad range of industries within the Mid-Market Commercial Banking segment. This is a unique opportunity to join a fast-growing team, make a tangible impact on the success of businesses across Western Canada, and accelerate your career within one of the country's leading financial institutions.

Your Job

• Perform high-quality credit analyses in accordance with the standards established by the Credit Centre, and make recommendations
• Structure credit applications (board sheet structuring) by mitigating risks and developing financing scenarios that meet client needs and match the Bank's risk criteria
• Participate in determining client financing needs in collaboration with the Commercial Account Manager
• Negotiate credit terms and conditions with the Credit Risk Management as needed and confirm the availability of financing for the Commercial Account Manager
• Obtain comments from the Account Managers on the preliminary versions of credit applications, adjust them as needed, then present them to the RVP before they are forwarded to the Credit Risk Management to ensure they meet the Bank's requirements for overall client profitability
• Produce documents and update client files in collaboration with account representatives and the Credit Risk Management to ensure credit applications are processed efficiently
• Act as a resource person for your team in handling credit matters and assist, as needed, in addressing team members' skills development in this area.
• Identify the risks inherent to sector activities

Your Team

Within the Commercial Banking sector, the Manager, Financing Solutions reports to the Director, Financing Solutions and will be a part of the BC Interior (ideallyKelowna, but can also be based out of the Kamloops or Prince George locations). Our team stands out for itsexceptional service and unwavering support to both business owners and our colleagues, ensuring a collaborative and thriving work environment. We ultimately aim to offer you flexibility and quality of life. This notably means a hybrid work environment, as well as adaptable working hours.

Prerequisites

• A bachelor’s degree in a related field and 6 years of relevant experience, OR a master’s degree in a related field and 4 years of relevant experience, OR an undergraduate diploma from the National Bank University Program and 8 years of relevant experience
• Negotiation experience
• Experience in commercial credit
• Experience analyzing financial statements
• Excellent interpersonal and communication skills with an ability to effectively collaborate with partners and form well-reasoned recommendations
  

Languages: English
Required skills: Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resiliency, Teamwork

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!