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Small Business Account Manager
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
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
Education
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.
- 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.
- 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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.