SENIOR COMMERCIAL ACCOUNT MANAGER - Kelowna
Core
Deliver customized Financing and Advisory solutions to mid-market clients (revenues up to $50M) in the Kelowna market.
Role type
Senior Commercial Account Manager (Mid-Market)
Builds
Financing and Advisory solutions for Canadian entrepreneurs
Domain
Commercial Banking / Canadian Entrepreneurship
Deliverable
client delivery
Required skills
Financial expertise, business development, professional networking, analytical skills, credit judgment, negotiation, project management
Preferred skills
Established local professional network, experience with mid-market businesses ($3M-$50M revenue), understanding of local market trends
Responsibilities
Develop and execute action plans for portfolio growth and client acquisition; Manage and grow a portfolio of mid-market clients; Engage with local business community for referrals; Structure and recommend financing solutions; Collaborate with internal partners on integrated solutions