Client Relationship Manager, Canadian Commercial Banking Ontario

Client Relationship Manager, Canadian Commercial Banking - Brantford or Guelph or Cambridge, Ontario

Requisition

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

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 role is specific to the Growth segment of Canadian Commercial Banking, which includes clients with annual sales between $5MM‑$15MM and credit authorizations from $1MM‑$5MM.

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 the credit team on completion of credit applications.

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Promote the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area by developing and implementing a marketing strategy to maximize business development opportunities for sustainable growth within the bank’s risk appetite.
• Develop sales plans for prospects and existing clients.
• Identify prospects/referrals from other internal/external networks.
• Analyze prospect lists and prioritize business development opportunities based on market data and customer analytics.
• Partner with internal stakeholders for non‑credit related products.
• Refer clients and prospects to the appropriate Canadian Commercial Banking segment and partners as appropriate.
• Drive client primacy through sales of credit and non‑credit commercial products to prospects and clients.
• Maintain an appropriate ongoing sales pipeline and calling program.
• Identify and facilitate the involvement of key Bank resources and stakeholders to further business interests.
• Maintain effective follow‑up with prospects/referrals on any unsuccessful opportunities.
• Update client or contact information accurately and in a timely fashion.
• Leverage latest technology and data to make more informed decision (e.g., Customer 360 dashboard, Salesforce).
• Plan and complete relationship activities that generate sales opportunities and/or provide value to clients.
• Build and maintain an awareness of local market and general economic conditions.
• Meet with business leaders and other centres of influence.
• Participate in local professional and community events and associations to develop and expand network of contacts.
• Liaise and utilize Bank product specialists to stay abreast of new enhancements, products and services, and to fulfil identified client needs.
• Promote and encourage a strong relationship with the Credit Solutions Associate (CSA) and Client Service Specialist (CSS) and partner as a team to support client needs.
• Include the Cash Management Contact Centre for Commercial Banking / Global Transaction Banking sales as part of client meetings when a need is identified.
• Partner with Service team to ensure satisfactory onboarding of clients.
• Use strong knowledge of the Bank’s streamlined products and services including simplified credit application, standardised and simplified products, standardised pricing and underwriting.
• Actively seek customer feedback on Bank products and services and the delivery of customer…