This job is no longer taking applications and is displayed only for reference.
To view current postings please conduct a new search.
Thank you.
Job Purpose
The Commercial Account Manager position is responsible for promoting and selling products and services to current and potential members, with a focus on commercial lending products and services and to manage an assigned loan portfolio to ensure all loan activities are in compliance with relevant legislation, regulations, policies and procedures. This position is also responsible for cross selling and making referrals of other credit union products and services to credit union specialists. The position is responsible for the development, coaching and mentoring of a team of service employees committed to providing quality service to current and future members.
Working Conditions
This position is expected to operate within a regional service delivery model which may require travel between locations.
Minimum Qualifications
- A minimum of three years lending experience, one of which would ideally be commercial lending.
- One year of related post-secondary education (a combination of education and experience will be considered).
- Ability to interpret complex member financial information, assess risk and determine product/service opportunities.
- Good understanding of the commercial lending legislation, policies and procedures.
- CUIC 345 Credit Union Commercial Lending course (or equivalent).
- Proven success working in a sales, service and goal oriented environment.
- Highly motivated with excellent interpersonal, communication, and time management skills.
- Demonstrated commitment to ongoing professional development.
- Demonstrated commitment to coach behavioral competencies.
- Demonstrated commitment to coach to measurable targets.