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Title:  Client Relationship Manager, Commercial Banking - Montreal, QC

 

 

 

Requisition ID: 68409

 

Join the Global Community of Scotiabankers to help customers become better off.

 

 

 

 

The Client Relationship Manager “CRM” is a product generalist who possesses a good understanding of financial products and services and focuses on the cross sell and retention of existing commercial customers. The Client Relationship Manager role is specific to the Growth segment of Commercial Banking Distribution. The CRM manages a customer portfolio of moderate to higher complexity, with business development activities that targets clients with credit authorizations between $5MM to $25MM and annual sales between $15MM to $75MM.

The CRM is responsible for ensuring effective relationship management and conducts sales planning and fulfills the execution of service for existing customer base. The incumbent is also responsible for analysis and completion of credit applications.

Contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives.  Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

 

 

Is the Client Relationship Manager role right for you?

 

The CRM is responsible for ensuring effective relationship management and conducts sales planning and fulfills the execution of service for existing customer base. The incumbent is also responsible for analysis and completion of credit applications.

 

  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Promotes the development and profitable growth of the commercial banking portfolio in the assigned market area.
  • Developing and implementing a marketing strategy to maximize business development opportunities for sustainable growth;
  • Developing sales plans for prospects and existing customers, Identifying prospects/referrals from other internal/external networks.
  • Direct selling of credit and non-credit commercial products to prospects and customers.
  • Liaising and utilizing Bank product specialists to stay abreast of new enhancements, products and services, and to fulfil identified client needs.
  • Authorizing, renewing or declining customer requests within standard Bank policies and authorized limits, forwarding others as per established processes.
  • Making recommendations relative to structure, monitoring and risk rating to Global Risk Management as issues are identified.  This may include exiting a relationship.
  • Ensures satisfactory onboarding of clients, Completing diligence to ensure through understanding of the Client’s business and expected business activity and that it aligns with the Bank’s risk tolerance
  • Ensuring all KYC documentation is properly on file.
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

  

Do you have the skills that will enable you to succeed?

 

  • Strong sales/closing skills, networking ability and Negotiation skills.
  • Strong communication and interpersonal skills are essential to this position.  The incumbent must be able to effectively articulate their views both within the Bank and externally in the marketplace.
  • Good credit skills
  • Strong knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model, in order to provide integrated financial solutions.
  • Thorough knowledge of relationship building and teamwork skills
  • Thorough knowledge of the commercial banking marketplace in Canada and a general knowledge of the assigned market area’s key industries and competitive positioning within the assigned market area. The incumbent understands the Commercial Bank’s objectives, and has a thorough knowledge of segment, strategies and structure, as well as its lending and deposit products and services. 
  • Good knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes
  • Good PC skills are necessary, including a working knowledge of MS Word, Excel, PowerPoint, Lotus notes and other commercial systems and platforms.
  • Undergraduate degree in business or economics or work equivalency.
  • Other training requirements as determined by the Bank from time to time.

 

What’s in it for you?

 

  • A positive and inclusive team environment where your voice and opinions are valued. We foster big thinking, professional growth and mutual respect.
  • A rewarding career path with diverse opportunities for professional development within Canadian Banking
  • A competitive compensation and benefits package.

 

 

PLEASE NOTE: Work in a standard office-based environment; non-standard hours are a common occurrence.  Travel within the assigned territory is required.

 

 

 

 

Location(s):  Canada : Quebec : Montreal 

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.


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