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Première détection par notre source: il y a 29 jours

Business Banking Relationship Manager

@ Freelancerprox

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Greater Sudbury, Ontario

3+ ans d’expérience
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SIGNAUX

En bref

Freelancerprox is hiring a Business Banking Relationship Manager to manage and grow relationships with small and mid-sized business clients. The role delivers tailored banking solutions, analyzes financial statements and credit reports, and meets sales and client satisfaction targets while meeting risk and compliance standards.

Responsabilités :

  • Manage and grow a portfolio of small and mid-sized business clients
  • Recommend loans, credit lines, treasury services and deposits
  • Analyze financial statements and credit reports
  • Coordinate with credit, risk and operations teams
  • Identify new business through market research and referrals

Résumé des exigences :

  • Bachelor's degree in finance, business or economics; MBA preferred
  • 3 to 7 years in business or commercial banking
  • Proven record of meeting sales and client targets
  • Credit underwriting and financial analysis skills
  • CRM and banking software proficiency

Outils et compétences

CRMbanking software
Source et dates

Type de source non vérifié · manatal

Date publiée par l’employeur
Non fourni
Première détection par notre source
2026-10-12
Mise à jour du dossier source
2026-10-12

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineDéveloppement des affaires
Expérience3 an(s) et plus
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
FormationBaccalauréat (exigé), Maîtrise (préféré)
Domaines d’étudesFinance, Business, Economics

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Freelancerprox

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ChampValeur
Offres sur Jobsy10
Description

We are seeking a dynamic and results-oriented Business Banking Relationship Manager to manage and grow relationships with small to mid-sized business clients. This role is responsible for delivering tailored banking solutions, deepening client relationships, and ensuring high levels of client satisfaction while maintaining strong risk and compliance standards.

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Key Responsibilities:

  • Develop and manage a portfolio of business clients, focusing on relationship building and revenue growth.

  • Understand clients' financial needs and deliver appropriate banking solutions including loans, credit lines, treasury services, and deposits.

  • Identify new business opportunities through market research, networking, and referrals.

  • Provide excellent service and act as the primary point of contact for business clients.

  • Analyze financial statements and credit reports to assess client creditworthiness and recommend loan structures.

  • Work closely with internal departments (credit, risk, operations) to ensure timely processing and servicing of client requests.

  • Maintain knowledge of industry trends, competitors, and regulatory requirements.

  • Ensure adherence to internal policies, risk management standards, and compliance requirements.

Qualifications:

  • Bachelors degree in Finance, Business, Economics, or related field (MBA preferred).

  • 37 years of experience in business banking, commercial banking, or financial services.

  • Proven track record of meeting or exceeding sales and client satisfaction targets.

  • Strong understanding of credit underwriting, financial analysis, and loan structuring.

  • Excellent communication, interpersonal, and negotiation skills.

  • Proficiency in CRM tools and banking software.

Key Competencies:

  • Relationship management

  • Strategic thinking and sales acumen

  • Financial analysis and credit risk assessment

  • Customer-centric approach

  • Problem-solving and decision-making

  • Team collaboration and coordination

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