Manage and expand a portfolio of strategic commercial banking clients
Develop trusted advisor relationships with business owners, executives, and key decision-makers
Understand client objectives and recommend tailored financial solutions
Identify share-of-wallet opportunities across lending, cash management, treasury, investment, and other banking services
Source recent business opportunities and build a pipeline of prospective clients
Develop and execute market growth strategies
Use market intelligence, industry trends, and competitive insights to identify opportunities
Represent the bank at industry events, conferences, and networking opportunities
Structure and negotiate complex credit facilities and banking solutions
Lead credit discussions, secure approvals, and collaborate with internal partners
Review lending and cash management agreements for accuracy, completeness, and compliance
Conduct financial analysis and credit assessments
Collaborate with product specialists, credit partners, risk teams, and senior leaders
Act as an escalation point for complex client situations
Provide insights and recommendations for business strategy and portfolio performance
Monitor portfolio profitability, risk profile, and return on equity performance
Evaluate client relationships and identify opportunities to deepen engagement and optimize returns
Prepare executive-level reporting on portfolio performance, market developments, and client trends
Ensure activities meet regulatory requirements, internal controls, and risk management standards
Requirements 3-7+ years of experience in Commercial Banking, Relationship Management, Portfolio Management, or Business Development




Proven success managing complex client relationships and delivering strong sales and revenue results
Experience structuring, negotiating, and executing commercial lending transactions
Strong understanding of financial statements, credit analysis, and risk assessment
Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
Equivalent combination of education and relevant professional experience will be considered
Credit qualification requirements, where applicable
Core Competencies Demonstrates expertise in managing strategic commercial banking client portfolios, structuring complex lending transactions, and delivering tailored financial solutions. Strong ability to analyze financial statements and assess credit risk while ensuring compliance with regulatory standards.
Highest-signal resume keywords Commercial Banking Experience
Client Relationship Management
Financial Analysis
Credit Structuring and Negotiation
Market Growth Strategy Development
ATS Optimization Keywords Hard Skills Credit Analysis
Risk Assessment
Financial Statement Understanding
Portfolio Management
Sales and Revenue Generation
Lending Transactions
Market Intelligence
Business Development
Negotiation Skills
Regulatory Compliance
Soft Skills Trusted Advisor Relationship Building
Collaboration with Internal Partners
Escalation Point for Client Situations
Executive-Level Reporting
Client Engagement Optimization
Industry Keywords Commercial Banking
Cash Management
Treasury Services
Investment Banking
Client Portfolio Profitability
Market Trends
Competitive Insights
Internal Controls
Risk Management Standards
Credit Qualification

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📌 Senior Relationship Manager (British Columbia)
🏢 Jobtailor
📍 British Columbia