Relationship Manager

Role overview

Sales and relationship management

• Develop and execute strategies to attract business clients and expand existing relationships.
• Build internal and external networks and referral sources, generate sales appointments, and pursue targeted growth opportunities.
• Maintain business and relationship plans to achieve customer retention objectives.
• Identify prospective customers and cross-sell relevant products and services.
• Build trust and long-term profitable relationships, expand portfolio share, and provide responsive customer service.
• Answer questions about business banking products and offer financial solutions that address customer goals.

Analysis and operations

• Resolve or escalate issues and recommend solutions based on business strategy and stakeholder needs.
• Analyze data, monitor performance, and provide insights and recommendations.
• Coordinate databases in line with data-governance standards.
• Build or support change-management plans and operational programs, delivering timely, accurate, and efficient service.
• Follow security, safeguarding, confidentiality, due diligence, fraud prevention, and regulatory requirements; identify and address risks.

Qualifications

• Typically 4–6 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
• Strong financial analysis skills, including financial statement interpretation and creditworthiness assessment.
• Strong knowledge of business banking products, lending processes, loan documentation, and related policies, procedures, and technologies.
• Strong customer sales and service experience and technical proficiency.
• In-depth verbal and written communication, collaboration, analytical and problem-solving, influencing, and data-driven decision-making skills.

Salary

• The description begins a salary field but the amount and compensation cadence are truncated.

Location

• The listed address is 1600 boulevard Lebourgneuf.