Commercial Account Manager

Commercial Account Manager (Permanent Full-time)

Location : Remote Position. The successful candidate must reside within 3 hours of Kawartha Credit Union Head Office, Peterborough ON

Hours : Monday to Friday, 40 hours per week

Rate of Pay : Dependent on experience

As an 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 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 :

At Kawartha Credit Union 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!