Client Relationship Manager, Commercial Banking - Montreal …, Pointe-Claire

Is this role right for you? In this role, you will: Promotes 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 banks risk appetite. Developing sales plans for prospects and existing clients. Identifying prospects/referrals from other internal/external networks. Analyzing prospect lists and prioritizing business development opportunities based on market data and customer analytics. Partnering with internal stakeholders for non-credit related products. Pursues 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. Maintaining an appropriate ongoing sales pipeline and calling program. 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 Leveraging latest technology and data to make more informed decision (e.g. Customer 360 dashboard, Salesforce) Builds and maintains a market profile in the assigned market area with both internal and external contacts: Planning and completing relationship activities that generate sales opportunities and/or provide value to clients. Building and maintaining an awareness of local market and general economic conditions. Meeting with business leaders and other centres of influence. 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 for authorizations up to $5MM: Completing credit worthy discussion papers in a timely and sufficiently detailed fashion. 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 clients Understands how the Banks risk appetite and risk culture should be considered in day-to-day activities and decisions and maintains overall accountability for portfolio compliance. Do you have the skills that will enable you to succeed in this role? Undergraduate degree in business or economics or work equivalency. Previous work experience of at least 2 years Excellent verbal and written communication skills are essential, in French and English Strong sales/closing, negotiation and credit skills Strong networking ability and relationship management skills Strong communication and interpersonal skills are essential to this position. Strong knowledge of Banks commercial lending and deposit products and services, and customer profitability model, to provide integrated financial solutions. Ability to conduct due diligence on the strength of customer financials for deals of lower to moderate complexity Good knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes Positive PC skills are necessary, including a working knowledge of MS office and other commercial systems and platforms In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere. #CBBSales Apply on Kit Job: kitjob.ca/job/2obrut