Benefits

Top‑tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account

Enhanced mental health advantages through SunLife and TELUS Health

Up to $1,000 per year towards professional development

Pension Plan

Flex‑work environment

Company‑wide Employee Volunteer program (Blue Wave Program)

Employee and Family Assistance Program

Why FirstOntario?

Competitive compensation packages

Top‑tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account

Enhanced mental health benefits through SunLife and TELUS Health

Exclusive banking benefits

Up to $1,000 per year towards professional development

Pension Plan

Flex‑work environment

Company‑wide Employee Volunteer program (Blue Wave Program)

Employee and Family Assistance Program

Job Overview
The Account Manager, Commercial Services is accountable for delivering unforgettable service to existing and new Business Members while embedding FirstOntario Business into the community to become the business lender of choice. The Account Manager, Commercial Services is also responsible for supporting FirstOntario Credit Union's strategic goals by achieving sales targets in loans, mortgages, deposits, and fees with the objective of driving business.

Role

Be a trusted advisor to your members and provide credible advice through dedicated support and service that leads to increased Share of Wallet targets

Be responsible for the underwriting, management and administration of commercial loans within your portfolio

Oversee the sourcing, credit write‑up, underwriting and review of Commercial credit files, while ensuring risk‑mitigating strategies including audit are implemented

Proactively manage your credit portfolio reviews such that they are completed in advance of their annual expiry dates, tracking,



pursuing and analyzing annual reporting requirements from each Member in a timely manner

Identify areas of opportunity within sales targets in a timely manner and implement action plans

Make solid credit recommendations to supporting departments, including but not limited to the Credit Department, Management Credit Committee and occasionally to the Board to support business objectives and provide full service to our members

Take action on a disciplined sales/service plan and processes, including effectively using campaigns developed by business partners to achieve annual financial targets

Proactively build your network while using effective prospecting strategies to attract new business opportunities

Always be "in the know" regarding local market activities and our competitive position relative to other financial institutions

Be actively involved in the local business community by joining various local business associations and attending/representing FirstOntario at special business events

Develop and implement a plan to keep 3rd‑Party Generated Business on the books and consolidate other products

Truly believe in our products and services and be able to communicate to business members and future business members how we can improve their financial lives

Openly share your knowledge with the team to help them grow and excel

Consider health & safety as a primary concern to ensure the overall well‑being of self and others

Perform other duties as required

Required Skills

Have a post‑secondary diploma or degree in Business Administration,



Commerce and/or Economics or the equivalent of industry experience

Have a strong business acumen from your four to eight years' tenure in Business/Commercial banking or experience from other Member‑facing and/or Credit adjudication roles

Have three to five plus years of experience in Commercial Real Estate underwriting; Development and Construction underwriting considered an asset

Have sales/business development experience in the Commercial banking industry

Relish the opportunity to meet new people, develop meaningful business relationships and leverage valuable centres of influence within the community

Stay abreast of all credit and investment product and services and stay current on our processes

Have sound experience with day‑to‑day banking policies and procedures

Be confident and skilled in taking initiative, assessing requirements, developing plans and taking the lead in making plans a reality

Demonstrate your sales management skills in setting and monitoring sales targets, plans, pipelines and activities

Enjoy a challenge in all that you do and be resourceful in the way you find solutions

Be quick to respond to requests for service from all of your clients

Be more than approachable with your superior interpersonal, communication and presentation skills

Be aware of and mitigate enterprise risk factors and ensure compliance with applicable regulations, legislation and FirstOntario policies and procedures

Be willing to work flexible hours including evenings and weekends as the job demands and travel to meet your member's needs

Embrace the philosophy of lifelong learning

Location & Compensation
This role is hybrid in Hamilton, ON.

Salary Range: $81,110 to $111,527 annually.

EEO Statement
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

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📌 Account Manager, Commercial Services (Ontario)
🏢 FirstOntario Credit Union
📍 Ontario