Senior Relationship Manager
Role Overview
The Senior Relationship Manager drives profitable business growth and a strong customer experience through new and existing business relationships.
The role focuses on Commercial Large Business and Junior Corporate segments and manages a complex portfolio with substantial credit requirements.
The position works with internal and external experts, lending advisory groups, and bank partners.
Key Skills for This Role
Full Job Posting
Role overview
The Senior Relationship Manager drives profitable business growth and a strong customer experience through new and existing business relationships.
The role focuses on Commercial Large Business and Junior Corporate segments and manages a complex portfolio with substantial credit requirements.
The position works with internal and external experts, lending advisory groups, and bank partners.
Customer and portfolio responsibilities
- Lead relationship management for an assigned portfolio and act as a trusted advisor to business customers.
- Understand customers' operating environments, structures, financing needs, cash management requirements, and broader business priorities.
- Develop customer and market expertise, identify changes or issues, and create action plans to address priorities.
- Build relationships, promote the bank's products and services, pursue referrals, and meet or exceed business targets.
- Assess credit requests and recommend appropriate structures; contribute risk assessments, due diligence, credit applications, and presentations.
- Monitor accounts, assigned limits, and guidelines; renew credit facilities in a timely manner.
- Identify, manage, and escalate risks and ensure compliance with regulatory, operational, bank, and industry requirements.
- Build partnerships and participate in networking, knowledge sharing, mentoring, and team development.
Experience and education
- Undergraduate or graduate degree and/or 10+ years of relevant experience.
- Deep credit acumen and ability to interpret customer financial statements.
- Expertise in originating new business and managing complex customer relationships and portfolios.
- Ability to structure sophisticated solutions, assess risk, negotiate significant terms, and communicate complex ideas.
Pay details
- The listed base pay range is CAD $115,600–$163,200; the description does not specify a compensation cadence.
- The posting describes base salary, variable compensation, benefits, savings and retirement programs, paid time off, and development opportunities.
Hours
- The listed hours are 37.5.
Work location
- The listed work location is Ottawa, Ontario, Canada.
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