Senior Relationship Manager
Role Overview
The Senior Relationship Manager grows profitable business and delivers a strong customer experience in line with business strategy.
The role builds new relationships and deepens existing relationships for credit and non-credit products and services.
The position manages complex commercial lending relationships and works with internal and external subject matter experts.
Key Skills for This Role
Full Job Posting
Role overview
The Senior Relationship Manager grows profitable business and delivers a strong customer experience in line with business strategy.
The role builds new relationships and deepens existing relationships for credit and non-credit products and services.
The position manages complex commercial lending relationships and works with internal and external subject matter experts.
Customer and portfolio management
- Lead relationship management for an assigned portfolio and serve as a trusted advisor to business customers.
- Understand customer operations, industries, markets, and financing needs to develop tailored solutions.
- Manage accounts, monitor credit, complete renewals on time, and keep accounts within assigned guidelines and limits.
- Identify customer issues and referral opportunities and coordinate with bank partners.
Sales, credit, and risk
- Develop and implement sales strategies to attract, acquire, and retain customers and grow business within customer risk profiles.
- Promote the bank's products and services, meet or exceed business targets, and develop new and existing relationships.
- Assess credit requests, recommend transaction structures, and contribute risk assessments, due diligence, and credit presentations.
- Identify and manage risks, escalate non-standard or high-risk activity, and comply with regulatory and operational requirements.
Team contribution
- Share expertise, transfer knowledge, and mentor colleagues and business partners.
- Keep current on business trends and tools, communicate relevant work progress, and contribute to team development.
Experience and education
- Undergraduate or graduate degree and/or 10+ years of relevant experience.
Pay details
- The description gives a base pay range of CAD $115,600–$163,200 without specifying a pay cadence.
Work location
- The description lists Ottawa, Ontario, Canada as the work location.
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