Manager, Financing Solutions (Hybrid)

NATIONAL BANK OF CANADA; Kelowna; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Manager for Financing Solutions to enhance client experiences through effective credit structuring and risk management. This role involves collaborating with sales teams to analyze financial statements and support credit decisions for a diverse portfolio. You'll join a dynamic team that prioritizes innovation and client satisfaction, offering opportunities for professional growth. If you're passionate about finance and eager to make a difference, this position is perfect for you!

Benefits

Health and wellness programs

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Virtual sleep clinic

Qualifications

• 3+ years of experience in business banking or related fields.
• Ability to analyze financial statements and manage credit risk.

Responsibilities

• Support credit analysis for new and existing clients.
• Manage risks and develop full-service solutions.
• Act as the key contact for daily client interactions.

Skills

Credit Underwriting

Risk Management

Financial Statement Analysis

Communication

Teamwork

Empathy

Education

Bachelor’s degree in Commerce

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Job description

Attendance Hybrid Job number 26028 Category: Intermediate Professional Status: Permanent Type of Contract: Permanent Schedule: Full-Time Location: Kelowna, British Columbia

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, all with a sense of urgency.

The Manager, Financing Solutions provides credit structuring, underwriting, risk management, and client support for a diversified portfolio with average loan volumes over $2MM. This individual contributor role partners with sales & support teams to analyze financial statements, support credit decisions, and manage client relationships.

Your role includes:

1. Credit underwriting: Supporting the branch strategy and client experience through effective credit analysis for new and existing clients, managing risks, and developing full-service solutions.
2. Risk management: Applying risk management skills to ensure appropriate measures and protocols are in place, balancing risk and reward.
3. Client experience: Acting as the key contact for daily client interactions, ensuring exceptional service.

Your team: You’ll join a collaborative team that values client satisfaction, performance, and innovation, with opportunities for learning and development.

Prerequisites:

• Bachelor’s degree in commerce, finance, or accounting, or equivalent experience, with 3+ years in business banking or related fields.
• Ability to analyze financial statements and a passion for credit risk management.
• Strong work ethic, organization, technical proficiency, and a desire to grow in financial services.

Languages & Skills: Communication, Diversity & Inclusion, Financial Statements, Teamwork, Empathy, Initiative, Learning Agility, Resiliency, Credit Underwriting

Benefits include:

• Health and wellness programs
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Community involvement opportunities
• Virtual sleep clinic

We promote a positive, inclusive, and accessible workplace, welcoming all candidates and offering accommodations as needed. Join us to live your ambitions!