Business Banking Account ManagerJob Purpose & SummaryAs a member of the Commercial and Business Banking team, the Business Banking Account Manager will understand and meet the diverse needs of our small business owners, including their business and personal banking needs. The Business Banking Account Manager provides exceptional service and sound financial advice to meet their diverse credit, deposit, and cash management needs. The Business Banking Account Manager will be responsible for meeting and exceeding specific individual and team-based goals.The Business Banking Account Manager will manage portfolios of Business Banking Members to build and develop relationships with them and deepen their holdings with DUCA for both business and personal banking. They will undertake business and revenue‑generating sales activities, build strong relationships in partnership with the branch teams, and leverage external centres of influence to obtain referrals of new business to DUCA.Key Accountabilities & DutiesAnalyze, structure, and make recommendations on business loans and lines of credit, based on thorough and accurate credit interviewing and full needs assessmentManage an assigned portfolio of Business Banking MembersSubmit thorough credit applications for review and approval by the credit department, ensuring adherence to all credit guidelines and policiesBuild and grow external centres of influence to optimize resultsDevelop and manage a comprehensive business development planDevelop and maintain relationships with Retail and Wealth partners to ensure a coordinated market approach to Business Banking within the regionProvide advice on day‑to‑day banking including deposit accounts by leveraging branch and partner teamsWork with small business owners through business life‑stages to enhance their ability to grow and profitIdentify Wealth Management advice opportunities such as Estate or Investment Planning and refer to the appropriate DUCA partner/advisorProvide support and guidance to branch teams relating to meeting the basic needs of Business Banking Members and ensure holistic advice is being providedHold relevant seminars jointly with the branch teams to promote Business Banking solutions and advice to MembersMaintain appropriate records and administration to track and support the management of a portfolio, business development activities, and work‑in‑progressUse DUCA tools to proactively identify and promote opportunities with Members to deepen relationships and deliver a consistent Member experienceIdentify, drive, and administer referrals to Retail, Wealth and Commercial, as requiredResolve problems at first point of contact where possible and refer more complex issues and Member concerns to the appropriate partyProcess daily work in accordance with compliance, audit, policies and proceduresActively monitor the loan portfolio/perform annual reviews to ensure accounts are operating as authorized and take measures necessary to remedy non‑performing assetsOccupational Experience & Education RequirementsPost‑secondary education in Business or related fieldMinimum of 2‑3 years of experience in lending or credit role within financial servicesKnowledge,
Skills & AttributesStrong business acumen and financial industry knowledgeExpert ability to understand and interpret financial statement informationPassion for growing the business and achieving results against a targetStrong technical skills with proven credit skillsExcellent organizational and Member Service skillsStrong communicator with excellent written and verbal communication skillsDemonstrated negotiation and influencing skillsProficient in Microsoft Office products (Excel, PowerPoint, Word)Good judgment and decision‑making capabilitiesAn effective time manager who can perform in a rapid‑paced environmentOutstanding relationship management skills; a people personAbility to organize and prioritize and adapt to changeSelf‑motivated and energeticTeam playerStrong self‑manager and able to work independentlyWorking ConditionsRegular travel will be required between assigned branches and/or offsite to meet Members. Regular access to a vehicle is required.DepartmentBusiness BankingPrimary LocationCorporate OfficeEmployment StatusFull‑TimeHours per Week38SalaryThe annual salary range for this position is $69,956 to $87,445. Actual annual base salaries will vary depending on relevant job‑related factors such as experience, knowledge, skills, qualifications, and education/training. This position may be eligible for discretionary bonuses.Number of Existing Vacancies1Employment EquityDUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.#J-18808-Ljbffr
📌 Business Banking Account Manager - C$69,956 - C$87,445 A Year (Winnipeg)
🏢 Duca
📍 Winnipeg