Senior Account Manager Commercial Banking Jobs

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

Continuously enhance industry knowledge and skills through ongoing education, professional development, and participation in relevant industry associations and seminars.

Minimum of 7 years of experience in commercial insurance account management, preferably in a brokerage or agency environment.

Assist clients with claims management, including coordinating claim submissions, advocating on their behalf, and providing guidance throughout the claims process.

Provide mentorship and guidance to junior account management staff, fostering their professional growth and development.

Maintain accurate and up-to-date client records, policy information, and documentation in agency management systems.

Bachelor's degree in Risk Management, Insurance, or a related field an asset but not mandatory.

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,

Excellent communication skills, experience with taking client/customer phone calls

Industry Banking/Financial Institution experience and business function knowledge an asset

Account transfer knowledge/experience an asset

1-4 years administrative/customer service-related experience

Account Transfer Administrator - Banking/Document Verification – Mandatory Skills

Account Transfer Administrator - Banking/Document Verification – Preferred Skills

You have a bachelor's degree in finance, commerce or business administration?

You are passionate about entrepreneurship and have up to 3 years of experience in business development

You have excellent negotiation skills, are results-oriented and have concrete goal achievements to your credit?

A hybrid work model that truly balances work and personal life

Opportunities for learning, training and development, and much more...

Vacation days, five personal days, sick days if needed, and time off from December 25 to January 1

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

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

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

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:

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

If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.

Broader work or accountabilities may be assigned as needed. Qualifications:

Completed high school education, or equivalent work experience.

Facilitates action to close gaps between client expectations and client experiences in the performance of the Bank and its products.

Basic knowledge learned on the job.

Verbal & written communication skills - Basic (in business environment).

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

Well-developed relationship building and teamwork skills

Strong knowledge of the Canadian Commercial Banking marketplace

5+ years of commercial banking experience

Undergraduate degree in business or economics or equivalent work experience

A competitive compensation and benefits package

Strong PC skills are necessary, including a working knowledge of MS Word, Excel, Power Point and all commercial systems and platforms

Strong credit skills and credit experience

Strong negotiation skills, and sales/closing capabilities

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

Safeguard the Bank’s assets and liabilities

Execute the Branch Compliance responsibilities as reflected in the Branch Services and Procedures Manual

P&L and risk management skills and experience preferred.

Typically 10-12+ years account management experience.

University or Bachelor’s Degree preferred, or equivalent experience. Engineering or technology education, advanced degree or MBA desired.

Demonstrated sales and sales management success.

People Management: For people manager roles

Experience in IT industry. Experience working as an IT leader, within an IT department, and/or working within customers is a plus.