Job Description

Purpose

Contributes to the overall success of Canadian Business Banking ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team’s business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations, internal policies, and procedures.

The Client Relationship Manager (CRM) is a product generalist who possesses a good understanding of financial products and services and focuses on the cross‑sell and retention of existing commercial customers. He / She is responsible for identifying prospects in target markets, developing proposed sales pipelines, conducting prospect sales calls, and qualifying opportunities based on customer information and a high level of due diligence.

Accountabilities

  • Champion a client‑driven culture to deepen client relationships and leverage broader bank relationships, systems, and knowledge.
  • ...

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