Manager, Financing Solutions

National Bank of Canada; Kelowna; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Manager of Financing Solutions to enhance client experiences through personalized service and expertise. This role involves credit structuring, risk management, and client support for a diverse portfolio. The ideal candidate will thrive in a collaborative environment, ensuring timely credit decisions and developing competitive solutions. With a commitment to employee wellbeing and a flexible work culture, this position offers growth opportunities in the dynamic financial services sector.

Benefits

Competitive compensation

Flexible benefits

Health and wellness programs

Pension plan

Employee share ownership

Assistance programs

Qualifications

• 3+ years in business banking, commercial lending, or financial services.
• Ability to read, understand, and analyze financial statements.

Responsibilities

• Support credit underwriting for new and existing clients.
• Manage risks and client relationships for medium to large commercial clients.
• Act as the primary contact for daily client interactions.

Skills

Credit Underwriting

Risk Management

Financial Analysis

Client Relationship Management

Education

Bachelor’s degree in commerce, finance, or accounting

Job description

Join to apply for the Manager, Financing Solutions role at National Bank of Canada.

Our core focus is to become the best full-service bank for business owners in Canada by delivering a proactive client experience through personalized service, specialized expertise, and customized solutions, with a sense of urgency our clients appreciate.

Role Overview

The Manager, Financing Solutions provides credit structuring, credit underwriting, risk management, and client support for a portfolio of diversified clients with average loan volumes greater than $2MM within a specified geographic market. This individual contributor role partners with sales & support teams to analyze financial statements, make credit decisions, conduct due diligence, and serve as the day-to-day contact for clients.

Your Responsibilities

1. Credit Underwriting: Support branch strategy and client experience through timely credit underwriting for new and existing clients. Manage risks and client relationships for medium to large commercial clients, developing creative and competitive solutions in collaboration with internal teams.
2. Risk Management: Apply risk management skills to ensure appropriate measures and protocols are in place, balancing risk and reward in line with the bank's risk appetite. Proactively monitor and minimize operational losses.
3. Client Experience: Act as the primary contact for daily client interactions, ensuring excellent service and support to the deal team.

Team Environment

Be part of a collaborative, dynamic team that values client satisfaction, performance, and innovation. Enjoy opportunities for learning and development in a flexible work environment, including hybrid work arrangements and flexible leave policies.

Prerequisites

• Bachelor’s degree in commerce, finance, or accounting (or equivalent experience) with 3+ years in business banking, commercial lending, or financial services.
• Ability to read, understand, and analyze financial statements.
• Strong work ethic, financial acuity, organizational skills, and a desire to grow a career in financial services.

Additional Benefits

Competitive compensation, flexible benefits, health and wellness programs, pension plan, employee share ownership, assistance programs, and more, supporting your wellbeing and that of your family.

Our Values

We are committed to being a people-first organization with a focus on partnership, agility, and inclusivity. We provide accessible, barrier-free workplaces and are dedicated to diversity and inclusion.