Senior relationship manager, commercial banking

National Bank; Edmonton; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Health and wellness program

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

Job summary

National Bank in Edmonton seeks a Senior Relationship Manager in Commercial & Wealth Management to grow a portfolio of business clients. You will identify opportunities, propose tailored financial strategies, and align products to client objectives while managing risk and profitability.

You will work with a team of banking professionals and partners to deliver comprehensive solutions, develop business plans, and participate in networking events, with a focus on client-centric service and growth.

Qualifications

• Hold a Bachelor's degree in commerce, finance or accounting.
• 4+ years of experience in commercial lending or related financial services.
• Proven success in building and managing commercial portfolios.
• Strong analytical, strategic planning and client relationship skills.
• Experience in analysis of financial statements
• Experience in commercial credit

Responsibilities

• Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies
• Help your clients attain their business objectives by proposing financial strategies based on the most suitable combination of Bank products and services
• Meet clients' changing needs by adapting and optimizing financial products and advice/approaches
• Negotiate the terms and conditions of agreements with clients, while making sure that they meet risk management standards and profitability criteria
• Draw up business development plans
• Assist the Associate Vice-President in reaching objectives
• Work with the Manager - Financing Solutions
• Actively participate to various networking activities (cocktails, conferences, etc.)
• Identify all risks inherent to the Personal and Commercial Banking sector’s activities

Skills

Business development

Client relationship

Analytical thinking

Strategic planning

Networking

Education

Bachelor's degree in commerce/finance/accounting

Job description

A career as Senior Relationship Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your clientele's financial projects.

Your Job

• Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies
• Help your clients attain their business objectives by proposing financial strategies based on the most suitable combination of Bank products and services
• Meet clients' changing needs by adapting and optimizing financial products and advice/approaches
• Negotiate the terms and conditions of agreements with clients, while making sure that they meet risk management standards and profitability criteria
• Draw up business development plans
• Assist the Associate Vice-President in reaching objectives
• Work with the Manager - Financing Solutions
• Actively participate to various networking activities (cocktails, conferences, etc.)
• The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities

Your Team

Within the Commercial & Wealth Management 1859 sector, you are part of a team of professionals supporting commercial clients. In addition, you are surrounded by an entire ecosystem of experts to help you offer the best possible solutions to customers.

Reporting to the AssociateVice-President, Commercial Banking, the position is based in Edmonton.

Our learning-by-doing training programs enable you to master your job. Access to colleagues with different expertise, experience and profiles will enrich your development in every way.

Basic requirements

• Hold a Bachelor's degree in commerce, finance or accounting.
• Have 4+ years of experience in commercial lending or related financial services.
• Proven success in building and managing commercial portfolios.
• Strong analytical, strategic planning and client relationship skills.
• Experience in analysis of financial statements
• Experience in commercial credit

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• 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!