Client Relationship Manager, Commercial Agriculture Banking - Edmonton

Requisition ID : 250567

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

Contributes to the overall success of Canadian Business Banking 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 Client Relationship Manager (CRM) is a product generalist who possesses a good understanding of financial products and services and focuses on the cross sell and retention of existing commercial customers. He / She is responsible for identifying prospects in target markets, developing proposed sales pipelines, conducting prospect sales calls and qualifying opportunities based on customer information and a high level of due diligence.

This role contributes to the overall success of the Canadian Agriculture Banking team in Commercial Banking ensuring specific individual goals, plans and initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted in compliance with governing regulations, internal policies and procedures.

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

Accountabilities :

Champions a client-driven culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Promotes the development and profitable growth of the Canadian Business Banking portfolio in the assigned market area by :

• Developing and implementing a marketing strategy to maximize business development opportunities for sustainable growth.
• Developing sales plans for prospects and existing customers.
• Identifying prospects / referrals from other internal / external networks.
• Analyzing prospect lists and prioritizing business development opportunities based on market data and customer analytics.
• Partner with internal resources for non-credit related products.
• Referring customers and prospects to the appropriate Canadian Business Banking segment and partners as appropriate.

Pursues a business development program within the assigned market area according to agreed-upon growth objectives by :

Builds and maintains a market profile in the assigned market area with both internal and external contacts by;

Ensures all aspects of assigned relationships receive ongoing attention, as required to maintain, improve, grow and retain the relationship by.

Manage an assigned credit portfolio for authorizations up to $25MM at an acceptable level of risk by :

Ensures satisfactory onboarding of clients by :

Champion sustainment of the Operating Model by :

Champion and support a culture of diversity and other initiatives aligned with the Bank strategy.

Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Actively pursues effective and efficient operations of his / her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML / ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML / ATF Global Handbook and the Guidelines for Business Conduct.

Champions a high-performance environment and contributes to an inclusive work environment.

Dimensions :

Education / Experience / Other Information :

Education

Skills / Work Experience

Working Conditions :

Work in a standard office-based environment; non-standard hours are a common occurrence.

Travel within the assigned territory is required as well as a vehicle.