Account Manager - Commercial Banking

Internal Job Title : Account Manager - Commercial Banking

Location : Calgary Branch, AB

Report to : Calgary Branch Manager

Position Available : 1

Duties and Responsibilities :

• Actively seek and approach prospective applicants and collect specified information related to loan or credit application
• Independently review, assess and scrutinize Financial and Borrower information to develop a strong rationale in the adjudication and / or onward recommendation of credit proposals
• Coordinates processing of approved loans, ensuring that loans are processed according to agreement, customer needs and conform to Bank lending policies
• Solves problems relative to processing and servicing of loans within his or her portfolio
• Provide input to maintain up-to-date file on client , including conducting annual reviews
• Identify opportunities for business expansion and product enhancements of existing client business based on client feedback and competitive market analysis
• Support preparation and execution of account-related social events and marketing campaigns , including deliver presentations to mid-level clients, as needed
• Closely engage into the product development process in collaboration with other team members and cross functional teams
• Represents the Bank in various community and social events to further enhance the Bank’s image and develop additional business
• Cross-sells the Bank’s other products and services, referring customers to appropriate staff as indicated.
• Assists the Bank in establishing and maintaining market position in the financing arena.
• Assist the branch manager in achieving the annual deposit and loan growth goals assigned
• Coach and motivate junior team members and other staff members in relation to commercial banking business

Job Specifications

• A minimum of 3-5 years of commercial credit experience with solid knowledge and training in all lending activities and terminology (with an emphasis on Commercial banking)
• Advanced knowledge of commercial, real estate and consumer loan processing
• Relevant post-secondary education with Diploma / Degree in Business Administration, Accounting ,Finance or Economics;
• Fluency in both English and Mandarin (or Cantonese) Chinese is essential
• Ability to develop marketing and business development skills with customers
• Ability to lead and coach less experienced loan officers and other staff members as assigned
• High degree of proficiency in Microsoft Office tools and applications, including MS Office Suite
• Effective verbal and written communication skills
• Strong interpersonal and negotiation skills
• Excellent organizational and time management skills with the ability to prioritize and work accurately within deadlines
• Adaptability and flexibility to deal with a rapidly changing environment
• Accuracy and attention to detail
30+ days ago