About the role
We invest in people.
Be part of a banking experience as unique as you are.
Tandia Financial (Tandia) is seeking a Permanent Full-time Commercial Account Manager to join our Commercial Services team in Burlington, Ontario.
Do you enjoy sales and building a network of Commercial clients? Do you have initiative and a flair for sales? Do you want to play a key role in our business and work alongside a solid Commercial team? If you answered yes, then you may be right for us.
POSITION DESCRIPTION
Reporting to the Leader, Commercial Services, the Commercial Account Manager Small and Medium Enterprise is responsible for developing new member relationships with small and medium enterprises to grow the size and profitability of the commercial lending portfolio.
KEY RESPONSIBILITIES
-
Responsible for growing the size and profitability of the commercial lending portfolio, through the offering of a broad spectrum of products and the development of new member relationships through prospecting and lead generation, with small and medium sized businesses.
-
Development of a market management strategy to grow our commercial portfolio while working with internal (wealth, retail, and payment solutions), external partners and syndicated deals.
-
Responsible for achieving annual targets, maximizing product penetration of a broad spectrum of products, minimizing loan risk while working within Credit Union policies.
-
Responsible for commercial underwriting, confidently making sound lending recommendations to adjudication that weigh risk and reward and that also adhere to sound standards of credit approval and compliance with all regulations by-laws policies and procedures.
-
Identify trends, monitor risk and assess for credit restructuring.
-
Provide exceptional member experience by delivering superior business and financial advice.
-
Recommends business development strategies and pipelines to support achievement of targets.
-
Maintains portfolio of diversified commercial member relationships, ensuring product penetration is maximized.
-
Other assignments, projects and duties may be required.
QUALIFICATION & REQUIREMENTS
Education & Experience
- University degree in Business, Economics, Finance, Commerce or a related program.
- Minimum of 3 years of related experience in account management in small business and commercial portfolios.
- Proven track record of new member acquisition.
- Commercial credit skills including assessment of risk and financial analysis, credit structuring/solutions and presentation of deals.
- Experience with emerging communications and technology (i.e., web-based meetings, social media, Digital Banking and Mobile Applications
Knowledge & Skills
- Deep product and services knowledge coupled with understanding of the credit union’s business objectives.
- Strong communication and presentation skills.
- Ability to achieve established business development targets.
- Demonstrated sales experience, with multi-channel success.
- Deep product and services knowledge.
- Ability to analyze financial statements and understand aspects of lending such as project financing, market analysis and industry trends etc.
- Strong business acumen coupled with a demonstrated ability to initiate action to achieve results and meet deadlines.
- Ability to work independently with confidence and with a strong commitment to member service.
Other Requirements
Due to deadline and time constraints, the hours of work may extend beyond the normal work week. There can be numerous and varied responsibilities, which require constant prioritizing to ensure that all duties, are completed efficiently, accurately and on a timely basis. It is a requirement of this position to be able to perform well under pressure while working towards meeting established objectives within the set timeframes.
Commitment Statement
Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equality of opportunity and integration. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.
Not the right fit? Search for Commercial Account Manager jobs in Burlington, ON
About Tandia
Our employees are a proud, caring and professional team, guided by our Board of Directors and supported by a dedicated management team who maintain the same high ideals as our founding members by delivering unparalleled products and services. We never forget that you are our reason for being in business. Your success is our success.
Tandia is a member-owned and community-focused financial institution with 8 physical branches across the GTHA and one virtual branch, Member One. We believe that financial institutions should be more accountable to the people they serve; we believe that there is more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words, and we work hard to demonstrate our commitment each and every day.
Introduce yourself! Submit your resume to careers@tandia.com if you don't see an active posting. We're excited to meet you!
COMMITMENT STATEMENT Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equality of opportunity and integration. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.
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About the role
We invest in people.
Be part of a banking experience as unique as you are.
Tandia Financial (Tandia) is seeking a Permanent Full-time Commercial Account Manager to join our Commercial Services team in Burlington, Ontario.
Do you enjoy sales and building a network of Commercial clients? Do you have initiative and a flair for sales? Do you want to play a key role in our business and work alongside a solid Commercial team? If you answered yes, then you may be right for us.
POSITION DESCRIPTION
Reporting to the Leader, Commercial Services, the Commercial Account Manager Small and Medium Enterprise is responsible for developing new member relationships with small and medium enterprises to grow the size and profitability of the commercial lending portfolio.
KEY RESPONSIBILITIES
-
Responsible for growing the size and profitability of the commercial lending portfolio, through the offering of a broad spectrum of products and the development of new member relationships through prospecting and lead generation, with small and medium sized businesses.
-
Development of a market management strategy to grow our commercial portfolio while working with internal (wealth, retail, and payment solutions), external partners and syndicated deals.
-
Responsible for achieving annual targets, maximizing product penetration of a broad spectrum of products, minimizing loan risk while working within Credit Union policies.
-
Responsible for commercial underwriting, confidently making sound lending recommendations to adjudication that weigh risk and reward and that also adhere to sound standards of credit approval and compliance with all regulations by-laws policies and procedures.
-
Identify trends, monitor risk and assess for credit restructuring.
-
Provide exceptional member experience by delivering superior business and financial advice.
-
Recommends business development strategies and pipelines to support achievement of targets.
-
Maintains portfolio of diversified commercial member relationships, ensuring product penetration is maximized.
-
Other assignments, projects and duties may be required.
QUALIFICATION & REQUIREMENTS
Education & Experience
- University degree in Business, Economics, Finance, Commerce or a related program.
- Minimum of 3 years of related experience in account management in small business and commercial portfolios.
- Proven track record of new member acquisition.
- Commercial credit skills including assessment of risk and financial analysis, credit structuring/solutions and presentation of deals.
- Experience with emerging communications and technology (i.e., web-based meetings, social media, Digital Banking and Mobile Applications
Knowledge & Skills
- Deep product and services knowledge coupled with understanding of the credit union’s business objectives.
- Strong communication and presentation skills.
- Ability to achieve established business development targets.
- Demonstrated sales experience, with multi-channel success.
- Deep product and services knowledge.
- Ability to analyze financial statements and understand aspects of lending such as project financing, market analysis and industry trends etc.
- Strong business acumen coupled with a demonstrated ability to initiate action to achieve results and meet deadlines.
- Ability to work independently with confidence and with a strong commitment to member service.
Other Requirements
Due to deadline and time constraints, the hours of work may extend beyond the normal work week. There can be numerous and varied responsibilities, which require constant prioritizing to ensure that all duties, are completed efficiently, accurately and on a timely basis. It is a requirement of this position to be able to perform well under pressure while working towards meeting established objectives within the set timeframes.
Commitment Statement
Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equality of opportunity and integration. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.
Not the right fit? Search for Commercial Account Manager jobs in Burlington, ON
About Tandia
Our employees are a proud, caring and professional team, guided by our Board of Directors and supported by a dedicated management team who maintain the same high ideals as our founding members by delivering unparalleled products and services. We never forget that you are our reason for being in business. Your success is our success.
Tandia is a member-owned and community-focused financial institution with 8 physical branches across the GTHA and one virtual branch, Member One. We believe that financial institutions should be more accountable to the people they serve; we believe that there is more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words, and we work hard to demonstrate our commitment each and every day.
Introduce yourself! Submit your resume to careers@tandia.com if you don't see an active posting. We're excited to meet you!
COMMITMENT STATEMENT Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equality of opportunity and integration. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.