- 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 new 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
- Robust 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 (Osoyoos)
🏢 Jobtailor
📍 Osoyoos