Relationship Manager Commercial Banking Montreal Jobs

•Exceptional time management, prioritization, attention to detail, analytical and problem- solving skills

•2+ years of prior Outside Sales experience in IT Hardware, Software, or Services

•Named Account relationships and knowledge of the SMB / Quebec + Atlantic market is a plus

•Strong Presentation / Reporting and Communication skills

•Expert knowledge of industry trends, competition, customer buying patterns and sales /marketing techniques

•Strong knowledge of Commercial Distribution, the DMR Channel and End Customers

Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.

Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.

Technical proficiency gained through education and/or business experience.

Understands customer needs and offers financial solutions that meet customer goals.

Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.

Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.

Strong relationship-management, sales and negotiation skills

Expert knowledge of people, sales management, and coaching techniques.

Making recommendations relative to structure, monitoring and risk rating to Global Risk Management as issues are identified.

Good PC skills are necessary, including a working knowledge of MS Word, Excel, PowerPoint, Outlook, and other commercial systems and platforms.

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Provides Advice and Counsel to Client Relationship Managers by:

Minimum5-7 years of experience in commercial lending preferred, as well as previous banking experience in a relationship management role

Expert knowledge of coaching and be a change management leader

Strong organizational skills with the ability to manage a geographically diverse and mobile team

Apply a continuous-improvement approach to delivering a superior client experience

A post-secondary diploma/degree, ideally in commerce or business administration, or related experience

Financial statement reviews and computer modeling and analysis experience

You have a degree/diploma in Business, Finance, Accounting, or a related field.

You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What You Need To Know

Foundational Knowledge And Experience To Grow With

Capabilities That Will Take You Further

Position closes at 12:01am on the close date identified below.

CWB is a bank built for business owners

personalized service, specialized expertise, customized solutions, and faster response times.

client-centric, collaborative, and change-ready culture,

5 years of Retail Management experience (as a general manager or any other sector focused on customer experience)

Build your community network and nurture the customer experience.

Manage costs and meet all operational and financial metrics.

Provide leadership and shape the customer centric culture at the store.

Lead referral-based business development to grow sales and customer loyalty.

Develop and execute SolutionShop (printing, digital marketing, shipping and tech services) business development strategies.

Manage contract disputes and interpretation procedures

Use contract knowledge and expertise to support enhanced delivery

Create a collaborative environment to identify capabilities

Manage several complex and large-scale sourcing initiatives

Work with cross-functional teams to determine business requirements and establish sourcing strategies

Track contract deliverables & obligations

Manages an assigned credit portfolio for authorizations up to $5MM at an acceptable level of risk

A competitive compensation and benefits package

Internal training to support your career growth and enhance your skills

Promotes the development and profitable growth of the commercial banking portfolio in an assigned market area

Builds and maintain a market profile in an assigned market area with both internal and external contacts

Develop and implement a marketing strategy to maximize business development opportunities for sustainable growth;

You demonstrate the ability to build excellent relationship management skills through superior verbal and written communication skills

We provide you with the knowledge and skills you need to succeed.

You have well-developed financial modeling skills

You are able to simultaneously manage numerous tasks and deadlines

Knowledge of the global business landscape and a keen interest in the capital markets is a plus

Strong communication, planning, and organizational skills

Learning opportunities to develop new skills and progress your career

Skills And Attributes For Success

Data architecture, data flows and some understanding of data modelling

Support and coaching from some of the most engaging colleagues in the industry

The freedom and flexibility to handle your role in a way that’s right for you

To qualify for the role, you must have

Very strong communication skills in English (oral and written) are must.

Developing relationship with identified target customers, and leading the direct selling of credit and non-credit products to customers

Conducting thorough credit due diligence and liaising with team for compliance monitoring and reporting actions

To Qualify For This Role, You Will Need

You have a degree/diploma in Business, Finance, Accounting, or a related field.

You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What You Need To Know

You have a degree/diploma in Business, Finance, Accounting, or a related field.

You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What You Need To Know

Demonstrate portfolio management and risk mitigation through the review of financial statements identifying trends, monitoring risk, and assessing for credit restructuring

Deep and proven client-centricity, business development, and relationship management excellence

Apply your past business development experience for prospecting, and lead generation, to new and existing clients

Provide an exceptional client experience by delivering superior business and financial advice within a Client Relationship Team model

Exceptional interpersonal, communication, negotiation and presentation skills

New client acquisition skills (i.e., pitching the value proposition, lead generation, initial customer contact and cold calling, asking for referrals)

Advanced portfolio management skills, including proven ability to execute sales activities and manage sales pipeline

2 – 5 years of commercial banking experience in a relationship manager position

Undergraduate degree in business or economics or equivalent work experience

Strong knowledge of the Canadian Commercial Banking marketplace

Advanced credit skills with analysis and completion of credit applications and presentations

Well-developed relationship building and teamwork skills

Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

You're fluent in French and English to serve our clients in the community.

What You Need To Know

Minimum 1-2 years of experience in commercial lending preferred, as well as previous banking experience in a relationship management role

Apply a continuous-improvement approach to delivering a superior client experience

A post-secondary diploma/degree, ideally in commerce or business administration, or related experience

Financial statement reviews and computer modeling and analysis experience

Experience with emerging communications and technology (i.e., web-based meetings, social media, digital banking, and mobile applications)

Strong interpersonal and negotiation skills

Strong relationship-management, sales and negotiation skills

Expert knowledge of people, sales management, and coaching techniques.

Making recommendations relative to structure, monitoring and risk rating to Global Risk Management as issues are identified.

Good PC skills are necessary, including a working knowledge of MS Word, Excel, PowerPoint, Outlook, and other commercial systems and platforms.

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Provides Advice and Counsel to Client Relationship Managers by:

Compliance with and management of sales and suitability risks and requirements.

Excellent time management, planning and organization skills

Take a proactive approach to client planning across the portfolio collaborating with product partners and senior management as appropriate.

Establish an effective working relationship with Risk Management teams, in order to validate the accuracy of the customer risk profile.

Lead, inspire and motivate junior colleagues to ensure a seamless relationship management service is delivered.

Adhere to structures and processes in place for the management of credit, operational, reputation and regulatory risk.