Senior Account Manager

Role overview

Responsibilities

• Manage commercial lending relationships and build connections with existing and prospective business members.
• Assess, structure, process, and present commercial credit requests within lending policies and approval limits.
• Present and negotiate financing solutions; ensure documentation, security, and loan closings are accurate and efficient.
• Provide financial advice and identify opportunities for business lending, deposits, and other credit union solutions.
• Develop new relationships and grow the business member base.
• Monitor portfolio risk with credit reviews, renewals, site visits, security reviews, overdraft monitoring, and delinquency follow-up.
• Mentor colleagues, share expertise, contribute to departmental initiatives, and travel to member businesses and branch locations as required.

Qualifications

• Bachelor’s degree in Business Administration, a related business/finance/accounting diploma, or equivalent education and experience.
• Demonstrated success in business lending, sales, and relationship management in financial services.
• Advanced financial statement analysis and commercial credit assessment experience.
• Sound judgment in managing complex lending relationships and risk; strong communication, interpersonal, organization, and attention-to-detail skills.
• Ability to manage competing priorities, work independently, collaborate, and support colleagues.
• Candidates must be bondable under a fidelity bond policy, including criminal and credit checks.

Benefits and perks

• Competitive pay and annual bonus opportunity; health and dental coverage, sick time, and pension and retirement savings plans.
• Three weeks’ vacation to start, four personal days, and two volunteer days annually.
• Tuition reimbursement, training, career pathways, annual fitness and clothing allowance, reduced employee loan and mortgage rates, and no banking transaction service fees.
• Inclusive workplace with accommodations available during recruitment.

Salary range

• Published salary range is $100,629–$118,388; no pay cadence is stated.

Recruitment timing

• Closing date: October 11, 2026.