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Date Listed 27-Nov-16
Address , Courtenay, BC,
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Job Type Full-Time

Position Focus

This employee is responsible for developing and managing the borrowing requirements of existing and potential commercial/real estate clients. The Senior Account Manager reports to the Senior Manager, Commercial Banking

  • Post-secondary degree, preferrably Bachelor of Commerce majoring in Finance or Accounting.

  • Minimum four (4) years experience in commercial banking with knowledge of collateral securities.
  • Good risk assessment skills, such as financial statement analysis, and industry risk.
  • Solid interpersonal skills to aid in the ongoing development of marketing and negotiation skills.
  • Strong organization skills with attention to detail.
  • Excellent communication skills, both written and verbal.
  • Proven ability to source, pre-qualify and close new business.

  • Manage and grow a portfolio of existing construction/commercial/real estate banking client relationships.
  • Review and monitor commercial operating lines of credit to ensure they are in accordance with credit approvals.
  • Prepare credit applications and renewals, including the review of financial statements, ensuring quality risk assessment, analysis and underwriting. Ensure security documentation and credit investigations are completed for borrowers.
  • Develop a network of contacts and undertake proactive marketing activities to attract new commercial/real estate clients to the bank.

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