Branch Business Account Manager

Description:

A Typical Day Would Involve
 

• Meet with branch team to celebrate results, educate, recognize, and coach.
• Meet with and understanding each member’s complete cashflow to determine their unique immediate, secondary, needs.
• Provide relevant, tailored advice that is documented in CRM and part of an advice and relationship continuum (a routinized business development lifecycle), not a one-off transaction. All interactions should be focused on results and should end with a “and next time we meet we will” vs a closed-ended good-bye.
• Proactive connection with members to understand needs and provide relevant advice (this should be very focused on improving results across all lines of business, increasing the number of lines of business serving all members as well as number of services each member holds).
• Engage with partners across the organization to present a full-spectrum of advice, always pushing oneself to better present areas of the business and solutions you are less comfortable with.
   

You Are
 

• Inquisitive, curious, creative, driven to improve and result-driven.
• Have or are developing a passion for small business markets, business finance and broadening your understanding of all solutions.
• Personable and outgoing, relatable, bringing your lived experience to your interactions, demonstrating you are a strong communicator (including internal communication through CRM).
• Aware of your biases and always working to remove them from your interactions.
• Passionate about developing long-term, loyal relationship for the enterprise (not just with you).
• Collaborative by nature in all aspects of your work and always helping others to be the same. Attentive not just to the needs you can serve, but also to the needs that will need to be fulfilled by your colleagues.
• Analytical and a confident decision maker, ability to exercise judgment and discretion
   

You Have
 

• University degree, on-the-ground business development experience (cold-calling included), lived-experience that may improve our ability to better serve under-served segments, relationship management experience
• Demonstrated strong sales and referral results across lines of business
• Minimum of 2 years in the Account Manager role & solid Lending Experience; proficient in residential mortgage
• Post Secondary Education/Diploma in Finance or Commerce
• Successfully completed:
• Investment Funds in Canada (IFIC), Canadian Securities Course (CSC), or Canadian Investment Funds Course(CIFC)
• CUIC 210
• Financial Planning I
• 2 Additional Courses in a Certified Financial Planner (CFP) Core Curriculum program. Program providers include BCIT, Canadian Institute of Financial Planning, Canadian Securities Institute, Ashton College and Advocis.
• CUSOURCE’s Self-Employed Borrowers Course, Financial Statement Composition Course & Intro to Business Statements Analysis