Client Relationship Manager, Canadian Commercial Banking - Ottawa, Ontario

The Client Relationship Manager (CRM) is responsible for identifying prospects in target markets and managing a client portfolio of standard to moderate complexity. This includes developing robust sales pipelines, engaging in client planning activities with partners, conducting sales calls and qualifying opportunities based on client needs and a high level of due diligence. The role is specific to the Growth segment of Canadian Commercial Banking, which includes clients with annual sales between $5MM-$15MM and credit authorizations from $1MM-$5MM.

The Client Relationship Manager possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our clients.

Is this role right for you? In this role, you will:

Promote the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area:

• Developing and implementing a marketing strategy to maximize business development opportunities for sustainable growth within the bank’s risk appetite.
• Developing sales plans for prospects and existing clients.
• Identifying prospects/referrals from other internal/external network.

Pursue a business development program within the assigned market area according to agreed-upon growth objectives:

• Driving client primacy through sales of credit and non-credit commercial products to prospects and clients.
• Identifying and facilitating the involvement of key Bank resources and stakeholders to further business interests
• Maintaining effective follow-up with prospects/referrals on any unsuccessful opportunities.

Build and maintain a market profile in the assigned market area with both internal and external contacts:

• Participating in local professional and community events and associations to develop and expand network of contacts.

Ensures all aspects of assigned relationships receive ongoing attention, as required to maintain, improve, grow and retain the relationship.

Partner with Credit Solution Associate on credit portfolio:

• Collaborating to optimize lending structure and provide ad hoc support through the origination and annual review process.
• Ensuring all documentation is properly prepared in advance of going to the client.

Do you have the skills that will enable you to succeed in this role?

• Post-Secondary Education: Undergraduate degree in business or economics or work equivalency.

• Strong proven experience pursuing a business development program within an assigned market area.

• Previous work experience of at least two to four years, within commercial banking, and business development.

• Strong communication and interpersonal skills are essential to this position.

• Have a proven record of strong sales/closing skills.

• Strong relationship management skills and a strong market network.

• Strong Sales/Closing and negotiation skills

• Strong Commercial Credit skills.

• Strong knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model, to provide integrated financial solutions.

• Ability to travel within the assigned territory - Vehicle required

What's in it for you?

• Be part of an over-all proven successful member of the Canadian Commercial Banking team.
• Be part of a team, and champion, with a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Be part of a team that builds and maintains a market profile in the assigned market area with both internal and external contacts.
• The opportunity to champion a high-performance environment and contribute to an inclusive work environment.