Small Business Account Manager

Northern Credit Union; Northwestern Ontario; On-site; CAD 64,000 - 73,000; Full time

Job summary

A local financial institution in Northwestern Ontario is seeking a Small Business Account Manager to support and grow its Small Business Banking portfolio. The role involves identifying opportunities, managing reporting requirements, and conducting compliance reviews. Candidates should have 3–5 years of financial industry experience, strong organizational skills, and a solid understanding of financial statements. An array of employee perks including a comprehensive benefits package are offered.

Benefits

Comprehensive benefit package

Employee Volunteer Program

Support for local charities

Staff rates on various products & services

Pension plan

Professional development investment

Qualifications

• 3–5 years of experience in the financial services industry.
• Proven ability to build and maintain member relationships.
• Familiarity with the region and its small business needs.

Responsibilities

• Support and grow Small Business Banking portfolio.
• Identify opportunities to meet Small Business member needs.
• Manage ongoing reporting requirements and conduct annual account reviews.

Skills

Sales and business development

Portfolio management

Organizational skills

Time management

Understanding of financial statements

Education

University degree or college diploma

Job description

Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial services marketplace of Northern Ontario we are excited to announce that we are currently seeking a Small Business Account Manager.

Reporting to the Director of Business Relationship Banking, the Small Business Account Manager plays a key role in supporting and growing Northern’s Small Business Banking portfolio. This role is responsible for identifying opportunities and providing a holistic approach to meeting the needs of Small Business members. Areas of focus include commercial lending, deposits, Visa, Clover, and referrals to Wealth and Retail services.

The Small Business Account Manager also manages ongoing reporting requirements (including Past Due, Security Deficiencies, and Smart Sheet updates) and conducts annual account reviews to ensure compliance, risk management, and alignment with member needs.

Preferred Candidates Will Possess The Following Qualifications

• 3–5 years of experience in the financial services industry, with a focus on sales and business development.
• University degree, college diploma, or equivalent combination of education and experience.
• Proven experience in portfolio management, with the ability to build, strengthen, and maintain long‑term member relationships.
• Strong organizational and time management skills, with the ability to balance multiple priorities.
• Familiarity with the region, its culture, and the needs of small and medium‑sized businesses.
• Solid understanding of financial statements, credit structures, and lending procedures.

Employee Perks & Benefits

• Comprehensive benefit package
• Do Some Good Employee Volunteer Program
• Employee Win/Win Program to support local charities
• Staff rates on a variety of products & services
• Pension plan
• Professional development investment

Salary Range: $64,144 - $72,162

Deadline for Applications: November 25th, 2025

We thank all applicants – however only those selected for an interview will be contacted.

Northern Credit Union is an equal opportunity employer and committed to providing an accessible recruitment process for all candidates. We welcome and encourage applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the selection process. If you require accommodations at any stage of the application or interview process, please contact the Human Resources Department.