Talent.com
Kawartha Credit Union
Commercial Account ManagerKawartha Credit Union • Peterborough, ON, CA
Commercial Account Manager

Commercial Account Manager

Kawartha Credit Union • Peterborough, ON, CA
3 days ago
Job type
  • Full-time
  • Permanent
Job description

Commercial Account Manager (Permanent Full-time)

Location: Remote Position. The successful candidate must reside within 3 hours of Kawartha Financial Services, Regional Office, Peterborough ON

We are looking for a candidate to provide excellent member service in the Northumberland, Peterborough, and Kawartha Lakes Regions.

Hours:Monday to Friday, 37.5 hours per week

Rate of Pay:$1,266.71 - $2,028.28 per week (plus pension and applicable benefits)

This role may be filled at different levels, the successful candidate will be placed accordingly based on their experience.

As a Commercial Account Manager, you will:

  • Apply relationship selling and relationship management principles and techniques to all Commercial members and prospects, providing complete financial solutions to meet all commercial and personal banking needs.
  • Accountable for risk management of the commercial loan portfolio as well as the quality of information, analysis, profitability and credit recommendations in executing sales of credit/non-credit products and services to Commercial members and prospects.
  • Maintain an effective business development and community involvement strategy to protect and expand share of profitable Commercial business, utilizing an extensive network of referral resources.
  • Liaise with professional service providers such as Central 1, lawyers, real estate appraisers, credit reporting/collection agencies and insurers, as required.
  • Work co-operatively with all Credit Union branch or department personnel (e.g. Retail Banking, Wealth Management, Credential Financial) to identify opportunities to ensure members needs and expectations are profitably met and/or exceeded.
  • Retain and expand Commercial and Agricultural relationships to achieve portfolio retention, sales, service and profitability objectives and proactively develop relationships with new Commercial members.
  • Complete annual credit reviews in a timely manner according to policy, coordinating financial information requirements with the Commercial Administration Department;
  • Analyze information received to assess risk; develop action plans to minimize Credit Union exposure where appropriate. Identify commercial and retail opportunities. Review pricing and submit recommendation for renewal for approval. Visit clients on a regular basis (at least annually) to ensure loan security is protected.

Qualifications Required:

  • Business related University Degree/College Diploma, or appropriate combination of Business and lending related courses
  • 5+ years of Commercial Real Estate (CRE), Hospitality and Construction experience
  • 5+ years commercial lending experience
  • Knowledge of the Credit Union system would be an asset
  • Able to be decisive and firm, while demonstrating empathy
  • Excellent oral and written communication skills
  • Negotiating skills
  • Excellent decision making and problem-solving skills
  • Excellent sales and service skills
  • Good organizational and time management skills
  • Must have a reliable vehicle as travelling is required of this position

At Kawartha Financial Services diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.

If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process, apply now!

Create a job alert for this search

Commercial Account Manager • Peterborough, ON, CA

Similar jobs

Automotive Sales Pro - Leadership & Finance Training

The 401 GroupFraserville, ON, CA
Full-time

A leading automotive management company in Ontario is seeking a Non-Prime Finance Manager to join their team.This role offers a comprehensive Management Training Program aimed at developing future ... Show more

 • Promoted

Manager, Assurance & Accounting

ACCA CareersPeterborough, ON, CA
Full-time

Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impac... Show more

 • Promoted • New!

Manager, Assurance & Accounting: Lead Audits & Client Advisory

MNPPeterborough, ON, CA
Full-time

A leading Canadian accounting firm is seeking a Manager to join their Assurance & Accounting team in Peterborough.This role involves leading client engagements, ensuring quality control, and mentor... Show more

 • Promoted

Mobile Mortgage Advisor - Remote, High Earnings

ScotiabankMillbrook, ON, CA
Remote
Full-time

A leading financial institution is seeking a Mortgage Specialist to join their team in Ontario.The ideal candidate should have at least 3 years of experience in the mortgage industry, strong commun... Show more

 • Promoted

Commercial Account Executive

Employment Specialists LtdPeterborough, ON, CA
Full-time

An Insurance Broker with a reputation for tailored and quality service is continuing to grow and is looking to recruit another talented Commercial Insurance professional into their client‑facing te... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausCavan Monaghan, ON, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Senior Accounting Manager — Flexible Growth & Client Leadership

Yeah! GlobalPeterborough, ON, CA
Full-time

A dynamic accounting firm in Peterborough is seeking an experienced Senior Accounting Manager to join their leadership team.This role focuses on managing client engagements, developing accounting p... Show more

 • Promoted

Project Manager

Aecon Group Inc.Port Hope, Northumberland County, CA
Full-time

Come Build Your Career at Aecon!.As a Canadian leader in infrastructure development, Aecon is safely and sustainably building what matters for future generations to thrive! We lead some of the most... Show more

 • Promoted

Remote Global Recruiter | Earn $3k-$11k per Placement

RecXchangePort Hope, Northumberland County, CA
Remote
Part-time

A global recruiter collaboration platform is offering a remote recruiter opportunity allowing independent recruiters to earn $3,000-$11,000 per placement.Recruiters can access live vacancies and su... Show more

 • Promoted

Licensed Aircraft Maintenance Engineer - Growth & Benefits

VHR Global Technical RecruitmentPeterborough, ON, CA
Full-time

A leading recruitment agency seeks a Licensed Aircraft Maintenance Engineer to join a team at Peterborough Airport.The role involves performing maintenance, troubleshooting, and repairs on a divers... Show more

 • Promoted

General Manager

Ontario Trillium FoundationPeterborough, ON, CA
Full-time

Chemong Road #871, Peterborough, ON, K9H 5Z5.Join our growing team! We are looking for a General Manager!.As a General Manager, you are an enthusiastic role model and motivate team members to deliv... Show more

 • Promoted

Senior Accountant: Lead Client Engagement & Growth

GauvreaucpaPeterborough, ON, CA
Full-time

A local accounting firm in Peterborough is seeking a Senior Accountant to join their team.The successful candidate will take on a variety of tasks, including client management, financial reporting,... Show more

 • Promoted

Remote Client Experience Manager - Financial Services

Bellwether Investment Management Inc.Peterborough, ON, CA
Remote
Full-time

A financial services company located in Ontario is looking for a Client Experience Manager.The role is centered on managing the full client lifecycle, from onboarding and account maintenance to orc... Show more

 • Promoted

Sales Representative

James TalentPort Hope, Northumberland County, CA
Full-time

Days Onsite in Port Hope, Ontario.Are you a sales professional with some technical or engineering experience?.This opportunity is designed to give you the chance to break into the capital equipment... Show more

 • Promoted

Manager, Assurance & Accounting

MNPPeterborough, ON, CA
Full-time

Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impac... Show more

 • Promoted

Technical Capital Equipment Sales Rep (Hybrid/US Travel)

James TalentPort Hope, Northumberland County, CA
Full-time

A recruitment agency is seeking a motivated sales professional for a hybrid-remote role, requiring 1-3 years in technical sales.The candidate will manage inquiries, maintain customer relationships,... Show more

 • Promoted

Field Sales Representative

Top ClosersPeterborough, ON, CA
Full-time

Are you looking for your next exciting career move in sales? Are you driven, self-motivated, and an excellent communicator? If the answer is YES, then look no further as this is the role for you!.W... Show more

 • Promoted

Digital Marketing Account Director

Media MeerkatPeterborough, Ontario, Canada
Full-time

Head Account Manager / Head of Client Services / Commercial Director.Based in UK Headquarters (Peterborough).Are you a commercially driven marketer with a proven track record in strategic client re... Show more

 • Promoted

Construction Equipment Sales Pro — Uncapped Commission

ManuliftPeterborough, ON, CA
Full-time

A leading construction equipment company is seeking a Sales Representative to expand its market presence in Ontario.This role focuses on generating new business and building lasting client relation... Show more

 • Promoted

Remote Healthcare Sales Manager B2B Growth

Canadian Centre for AddictionsPort Hope, Northumberland County, CA
Remote
Full-time

A leading drug and rehab treatment center in Canada is seeking a full-time remote Sales Manager.The role involves leading the sales team, developing sales strategies, and building B2B client relati... Show more