New Job Client Relationship Manager, Commercial Banking - Waterloo/Kitchener Area In Ontario

About the role

The Client Relationship Manager (CRM) 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. The CRM is responsible for ensuring effective relationship management and conducts sales planning and fulfills the execution of service for existing customer base. You are also responsible for analysis and completion of credit applications.

This role services clients within the Waterloo/Kitchener region.

Is This Role Right for You? In this role, you will:

• 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
• Manages an assigned credit portfolio for authorizations up to $5MM at an acceptable level of risk
• Develop and implement a marketing strategy to maximize business development opportunities for sustainable growth;
• Develop sales plans for prospects and existing customers;
• Identifying prospects/referrals from other internal/external networks;
• Partner with internal resources for non-credit related products
• Referring customers and prospects to the appropriate Commercial Banking segment and partners as appropriate.
• Building and maintaining an awareness of local market and general economic conditions
• Champions a high performance environment and contributes to an inclusive work environment.

Do you have the skills that will enable you to succeed in this role?

• The clients being serviced are located in Waterloo/Kitchener and generally within the same region although they could have operations across the country as well as in international locations. These clients will be both borrowing and non-borrowing. Borrowing Clients typically have lower to moderate complexity financial solutions.
• Strong organizational skills are necessary to manage significant data from multiple sources and balance various tasks from client service administration to borrower reporting processing to credit related support.
• The CRM will interact primarily with various internal partners which include: Global Risk Management, the Business Service Center, Enhanced Due Diligence Unit CRA, Small Business, Retail, Wealth Management, Global Banking and Markets, Payments and Cash Management and could include other partners as well as the Commercial Banking Executive Office.
• The CRM will also interact with external parties such as Solicitors, Accountants, Professional Service Providers and possibly External Bank Groups.
• The CRM continually works with clients providing service consistent with Scotia Service Standards, Complaint Resolution Standards and Procedures. The CRM looks for opportunities to promote the sale of bank product and services.
• The environment is fast paced and demanding and will at times require priorities be re-adjusted to accommodate urgent requests.

What we’re offering:

• The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
• A rewarding career path with diverse opportunities for professional development
• A competitive compensation and benefits package
• Internal training to support your career growth and enhance your skills
• An organization committed to making a difference in our communities – for you and our customers