Job Description
Requisition ID: 253938
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Client Relationship Manager contributes to the overall success of Canadian Commercial Banking ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
The Client Relationship Manager (CRM) possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our clients. They are responsible for identifying prospects in target markets and managing a client portfolio of standard to moderate complexity. This includes developing robust sales pipelines, engaging in client planning activities with partners, conducting sales calls and qualifying opportunities based on client needs and a high level of due diligence.
The CRM is responsible for conducting sales planning activities, executing on business development strategies and building relationships with partners and both existing and new clients The incumbent is still responsible for initial analysis and continuing to work in collaboration with credit team on completion of credit applications.
Is this role right for you? In this role, you will:
Promotes the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area:
Developing and implementing a marketing strategy to maximize business development opportunities for sustainable growth within the bank’s risk appetite.
Developing sales plans for prospects and existing clients.
Identifying prospects/referrals from other internal/external networks.
Analyzing prospect lists and prioritizing business development opportunities based on market data and customer analytics.
Partnering with internal stakeholders for non-credit related products.
Pursues a business development program within the assigned market area according to agreed upon growth objectives:
Driving client primacy through sales of credit and non-credit commercial products to prospects and clients.
Maintaining an appropriate ongoing sales pipeline and calling program.
Identifying and facilitating the involvement of key Bank resources and stakeholders to further business
interests
Maintaining effective follow-up with prospects/referrals on any unsuccessful opportunities
Leveraging latest technology and data to make more informed decision (e.g. Customer 360 dashboard, Salesforce)
Builds and maintains a market profile in the assigned market area with both internal and external contacts:
Planning and completing relationship activities that generate sales opportunities and/or provide value
to clients.
Building and maintaining an awareness of local market and general economic conditions.
Meeting with business leaders and other centres of influence.
Participating in local professional and community events and associations to develop and expand network of contacts.
Ensures all aspects of assigned relationships receive ongoing attention, as required to maintain, improve, grow and retain the relationship.
Partner with Credit Solution Associate on credit portfolio for authorizations up to $5MM:
Completing credit worthy discussion papers in a timely and sufficiently detailed fashion.
Collaborating to optimize lending structure and provide ad hoc support through the origination and annual review process.
Ensuring all documentation is properly prepared in advance of going to the clients
Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions and maintains overall accountability for portfolio compliance.
Do you have the skills that will enable you to succeed in this role?
Undergraduate degree in business or economics or work equivalency.
Previous work experience of at least 2 years
Excellent verbal and written communication skills are essential, in French and English
Strong sales/closing, negotiation and credit skills
Strong networking ability and relationship management skills
Strong communication and interpersonal skills are essential to this position.
Strong knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model, to provide integrated financial solutions.
Ability to conduct due diligence on the strength of customer financials for deals of lower to moderate complexity
Good knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes
Good PC skills are necessary, including a working knowledge of MS office and other commercial systems and platforms
In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.
Location(s): Canada : Quebec : Pointe-claire || Canada : Quebec : Montreal || Canada : Quebec : Montreal-ouest
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Client Relationship Manager contributes to the overall success of Canadian Commercial Banking ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
The Client Relationship Manager (CRM) possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our clients. They are responsible for identifying prospects in target markets and managing a client portfolio of standard to moderate complexity. This includes developing robust sales pipelines, engaging in client planning activities with partners, conducting sales calls and qualifying opportunities based on client needs and a high level of due diligence.
The CRM is responsible for conducting sales planning activities, executing on business development strategies and building relationships with partners and both existing and new clients The incumbent is still responsible for initial analysis and continuing to work in collaboration with credit team on completion of credit applications.
Is this role right for you? In this role, you will:
Promotes the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area:
Developing and implementing a marketing strategy to maximize business development opportunities for sustainable growth within the bank’s risk appetite.
Developing sales plans for prospects and existing clients.
Identifying prospects/referrals from other internal/external networks.
Analyzing prospect lists and prioritizing business development opportunities based on market data and customer analytics.
Partnering with internal stakeholders for non-credit related products.
Pursues a business development program within the assigned market area according to agreed upon growth objectives:
Driving client primacy through sales of credit and non-credit commercial products to prospects and clients.
Maintaining an appropriate ongoing sales pipeline and calling program.
Identifying and facilitating the involvement of key Bank resources and stakeholders to further business
interests
Maintaining effective follow-up with prospects/referrals on any unsuccessful opportunities
Leveraging latest technology and data to make more informed decision (e.g. Customer 360 dashboard, Salesforce)
Builds and maintains a market profile in the assigned market area with both internal and external contacts:
Planning and completing relationship activities that generate sales opportunities and/or provide value
to clients.
Building and maintaining an awareness of local market and general economic conditions.
Meeting with business leaders and other centres of influence.
Participating in local professional and community events and associations to develop and expand network of contacts.
Ensures all aspects of assigned relationships receive ongoing attention, as required to maintain, improve, grow and retain the relationship.
Partner with Credit Solution Associate on credit portfolio for authorizations up to $5MM:
Completing credit worthy discussion papers in a timely and sufficiently detailed fashion.
Collaborating to optimize lending structure and provide ad hoc support through the origination and annual review process.
Ensuring all documentation is properly prepared in advance of going to the clients
Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions and maintains overall accountability for portfolio compliance.
Do you have the skills that will enable you to succeed in this role?
Undergraduate degree in business or economics or work equivalency.
Previous work experience of at least 2 years
Excellent verbal and written communication skills are essential, in French and English
Strong sales/closing, negotiation and credit skills
Strong networking ability and relationship management skills
Strong communication and interpersonal skills are essential to this position.
Strong knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model, to provide integrated financial solutions.
Ability to conduct due diligence on the strength of customer financials for deals of lower to moderate complexity
Good knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes
Good PC skills are necessary, including a working knowledge of MS office and other commercial systems and platforms
In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.
Location(s): Canada : Quebec : Pointe-claire || Canada : Quebec : Montreal || Canada : Quebec : Montreal-ouest
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
💡 Quick Summary
Seeking a career-building opportunity? The Client Relationship Manager , Commercial Banking - Montreal West, QC position is now open for candidates interested in the Bank Jobs sector. This role in Pointe-Claire offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.