COMMERCIAL ACCOUNT MANAGER - Kamloops
Core
Manage a portfolio of Canadian entrepreneurs and generate new business by providing tailored financing solutions and advisory services.
Role type
Commercial Account Manager (Sales & Advisory)
Builds
Financing solutions and advisory services for small and medium-sized businesses
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
client relationship management, financial analysis, credit judgment, business development, negotiation, prospecting, active listening, solution design
Preferred skills
commercial financing proposal presentation, credit decision-making, business association involvement
Responsibilities
Meet with entrepreneurs to understand business models and financial challenges; recommend financing solutions; execute action plans to grow and retain client portfolios; build a pipeline of new business opportunities; analyze financial information and prepare financing proposals; participate in local business community events.
Seniority
Mid-level, hands-on IC