SMB Banking Relationship 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

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.