SENIOR ACCOUNT MANAGER II, FINANCING
Core
Develop new business opportunities and manage an existing client portfolio of Canadian entrepreneurs by delivering tailored financing solutions and advisory services.
Role type
Senior Commercial Account Manager (Financing)
Builds
Financing solutions and advisory services for small and medium-sized businesses
Domain
Commercial Banking / SME Financing
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Business development, client portfolio management, financial statement analysis, credit proposal structuring and negotiation, stakeholder relationship building, bilingual communication (English/French), sales target achievement
Preferred skills
Commercial banking experience, credit risk assessment, underwriting principles, SME lending experience
Technologies
Financial statement analysis tools, credit proposal software
Responsibilities
Meet with entrepreneurs to understand business operations and recommend financing solutions; Execute action plans to grow and retain client portfolios; Analyze financial information and structure financing proposals; Present financing recommendations meeting client and bank requirements; Develop relationships within the local business community to generate referrals; Build relationships with internal partners and external stakeholders