Why FirstOntario?
- Competitive compensation packages
- Top-tier health and wellness benefits, including comprehensive benefits packages and a yearly Personal Spending Account
- Enhanced mental health benefits through SunLife and TELUS Health
- Exclusive banking benefits
- Up to $1000 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
Primary Duties and Responsibilities
The Sr. Account Manager / 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 Sr. Account Manager / 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.
- Be a trusted advisor to your members and provide credible advice through dedicated support and service that leads to increase Share of Wallet targets
- Be responsible for the underwriting, management and administration of commercial loans within your portfolio
- Oversee the sourcing, credit write-up, adjudication 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, which may include but is not limited to 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
Job Specifications and Technical Requirements
- 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 six (4-8) years' tenure in Business/Commercial banking or experience from other Member facing and/or Credit adjudication roles
- Have five plus (5+) 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
Please note the role of Senior Account Manager will be reserved for candidates based on experience.
Interested in this role, but don't meet every requirement? We encourage you to apply! We know from experience that a candidate doesn't need 100% of the qualifications listed to bring incredible value to our team. We're actively seeking diverse backgrounds and perspectives to help make FirstOntario better. At FirstOntario, inclusion, diversity, and equity aren't just "nice to have" - they're essential to our success.
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.
