Manager, Commercial Banking Job Description
Manager, commercial banking
provides leadership and coaching to retail management and staff in the development of the Bank’s deposit base, retail lending portfolio, and mutual funds portfolio.
Manager, Commercial Banking Duties & Responsibilities
To write an effective manager, commercial banking job description, begin by listing detailed duties, responsibilities and expectations. We have included manager, commercial banking job description templates that you can modify and use.
Sample responsibilities for this position include:
Work effectively at all levels of the project, understanding and tracking progress, issues and risks, providing holistic updates to management on a regular basis
Client analytics and reporting for the CB TS Head of Product Management and direct reports (client and product profit drivers, product usage trends, competitive positioning)
Help develop and launch client cross-sell initiatives within payables, receivables, and international
Product deep dives to assess growth potential or longer term profitability of within specific segments
Help create business cases for proposed product investments
Extensive experience of internal/external audit
Completed or progressing internal audit qualifications
Experience with UK financial institutions
Knowledge of Commercial Banking products, sales channels, processes, procedures and controls will be advantageous
Manages a portfolio of clients
Manager, Commercial Banking Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Manager, Commercial Banking
List any licenses or certifications required by the position: CTP, CSP, PGP, PMI, CAMS, NPDP, PMP, CRMA, CRC, CIA
Education for Manager, Commercial Banking
Typically a job would require a certain level of education.
Employers hiring for the manager, commercial banking job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Finance, Accounting, Education, Management and Business, Management, Graduate, Economics, Secondary Education, Marketing
Skills for Manager, Commercial Banking
Desired skills for manager, commercial banking include:
Risk and credit portfolio management
Canadian Commercial Banking marketplace
Diverse marketplace and the needs of medium-sized businesses
Organizational lending and portfolio management policies and objectives
Bank’s commercial lending and deposit products and services
HSBC’s Group capabilities and CMB’s proposition and product capabilities
Customer profitability model
Excel
MS Word
PowerPoint
Desired experience for manager, commercial banking includes:
PMP, Lean, Agile or Six Sigma certification
Work closely with compliance colleagues operating within the product line management with region and globally, Financial Crime Compliance, to ensure cohesiveness
Bachelor degree in Marketing, Communications, Interactive Digital Media
Strong knowledge in the use of the Internet, SEO, SEM, Social media and other media technology as marketing tools
Be a creative thinker, matured and work independently in a fast paced environment
Able to handle external agencies, vendors and manage internal stakeholders independently
Manager, Commercial Banking Examples
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Manager, Commercial Banking Job Description
Job Description Example
Our company is growing rapidly and is hiring for a manager, commercial banking. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for manager, commercial banking
- Provides technical support and assistance to quality assurance staff, helping to troubleshoot, and determines how and when to escalate issues
- Provides supervision to and directs the activities of loan documentation and quality assurance employees
- Manages the commercial lending activities industry groups and/or geographical regions with specific focus on conforming and non-conforming Asset Based Lending Credit Product
- Acquires and services commercial loans, and bank services either individually or by providing guidance and assistance to other lending staff
- Ensures established business development goals are met
- Ensures compliance with risk management and covenant tracking procedures
- Performs and oversees asset based lending underwriting functions
- Provides technical guidance and answers lending questions for assigned area
- Reviews and recommends the unit's objectives, goals and procedures
- Monitors the quality of the work produced
Qualifications for manager, commercial banking
- Strong writing skills will be advantageous
- 6+ years of experience or equivalent in audit program development, internal control consulting, or risk management utilizing various automated tools and techniques
- Strong knowledge of business banking operations, financials, products and services, of the regulatory, economic and competitive environment affecting the business
- Sound understanding of commercial risk dynamics, strategies and management, profitability models and performance management methodologies
- Bachelors degree and 5 years experience in Commercial banking sales or relationship management
- High school diploma or GED and 6 years experience in C&I banking sales or relationship management will also qualify
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Manager, Commercial Banking Job Description
Job Description Example
Our company is growing rapidly and is hiring for a manager, commercial banking. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for manager, commercial banking
- Leads scope definition, risk identification and methodology, communication plans and project schedules, will report on project status, determine time frames on deliverables and milestones, staffing and resource requirements and lead others to make meaningful process improvements
- Lead CB’s effort to design and implement the business as usual (BAU) operating model for the Holistic Client View to enable an overall understanding of the client’s relationship with the firm, ensure consistency of holistic client’s KYC information and minimize AML risk
- Actively participate and represent CB on the firmwide cross-Line of Business (LOB) program
- Partner with stakeholders across the organization to define scope, priorities, and timelines
- Manage and direct cross-organizational teams through project lifecycle to deliver business results and deliverables
- Establish working relationships and routinely interface with business stakeholders, technology, subject matter experts (SMEs), compliance, or any other relevant stakeholders
- Coordinate change readiness activities and milestones
- Monitor any required post-implementation activities
- Provide ongoing status updates to key stakeholders, including senior leadership
- Complete the editing and reformatting of existing content provided for new library projects
Qualifications for manager, commercial banking
- This position supports three to five separate and diverse commercial/corporate banking units
- Minimum of ten years proven and progressive operational experience supporting commercial and/or corporate customers or equivalent
- Actively participate to various networking activities (cocktails, conferences)
- French and English (spoken and written), an asset
- Bachelor’s degree (BA) or equivalent from a college or university and 3 or more years related experience or, 6 or more years related experience
- Intermediate knowledge of core banking and loan processing software and systems including LASERPRO, FISERV, FIS
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Manager, Commercial Banking Job Description
Job Description Example
Our innovative and growing company is hiring for a manager, commercial banking. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for manager, commercial banking
- Research, slate, write, edit and produce a high volume of digital and print marketing collateral and thought leadership materials in a timely and efficient manner for all Commercial Banking business units while leveraging and managing both in-house and external vendor resources
- Create, manage and maintain the Commercial Banking Editorial Calendar and foster collaboration across all business units to centralize content and digital strategies for marketing
- Develop relationships with content peers across the firm to source appropriate content for our client base and gain broader exposure for Commercial Banking content
- Manage competing priorities, consistently meeting or beating aggressive deadlines, while proactively identifying potential issues and effectively communicating project status to a wide range of project stakeholders, offering potential solutions to challenges as they arise
- Manage and mentor junior team members, ensuring that the team delivers quality work in a timely manner, while helping each member grow their careers within the firm
- Assist the team with underwriting on new deals and to a lesser degree annual reviews
- The majority of our branches enjoy a Monday-Friday daytime schedule
- The opportunity to make a difference - our culture is built on entrepreneurship and this is your chance to make the footprint here you may not be able to elsewhere! We thrive on idea-sharing, collaboration and the ability to create impact
- The opportunity to make a difference - our culture is built on entrepreneurship and this is your chance to make the footprint here you may not be able to elsewhere! We thrive on idea-sharing, collaboration and the ability to create impactRewarding, enterprising and engaging atmosphere where you will be able to see your contributions at work
- Manages a team of TLs and RMs who serve the banking needs for a particular territory and/or industry, ensuring a high level of customer satisfaction and retention
Qualifications for manager, commercial banking
- Preferably to have banking experience
- Thorough understanding of HNAH’s AML/BSA policy, CMB’s LOB procedures other relevant regulatory and industry matters
- Undergraduate degree in commerce, finance or accounting disciplines
- Excellent verbal and written communication skills with the ability to present information in differing degrees of detail and form depending on the audience, including CB Executive leadership
- Established track record of project execution and delivery in a complex and dynamic environment, leveraging business knowledge and technical expertise to challenge assumptions and operating models
- Ability to lead cross functional teams and interact with all levels of the organization, acting with authority and influencing others to take appropriate action, driving decisions and managing through conflict and change
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Manager, Commercial Banking Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of manager, commercial banking. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for manager, commercial banking
- Manages and prioritizes, with Division Manager, the credit underwriting workflow (e.g., loans/commitments, CRR, Renewals)
- Evaluates and examines credit requests in order to assess credit worthiness including loan quality, credit risk classification, loan structure, collateral analysis, pricing and adherence to Bank policies
- Reviews financial spreads and associated financial statements and notes, credit documentation and structure, commitments, for the purpose of risk rating loans, determining the degree of attention required, identifying potential credit problems and ensuring conformity to company lending policies and practices
- Monitors the credit underwriting process, activities and products for quality, compliance and consistency while satisfying client needs
- Maintains strong communication ties with Underwriters, Credit Analysts and Commercial Banking Relationship Managers on credit matters and loans, including presentation and recommendations of extensions, renewals and commitments to necessary approval authorities, industry research and analysis, structure, pricing and management assessment
- Participates in joint calls with Relationship Managers
- Lead Deal Team for large, complex credits over $10MM
- Act as liaison with various units responsible for providing service to the commercial customer including but not limited to the processing of loans, payments, financial analysis, statements
- Oversees day to day operations of the Commercial Bank's BSA functions such as Know Your Customer Reporting and Anti-Money Laundering
- Manages the Commercial Bank's compliance with OFAC
Qualifications for manager, commercial banking
- At least 2 years agency / executive search experience
- Knowledge of financial services regulatory environment including AML/KYC preferred
- Bachelor’s in English, Journalism or Communications preferred
- BA/BS degree in English, Writing, Journalism, or equivalent work experience
- 7+ years practical experience with technical/procedural writing and editing, specifically editing and reformatting detailed procedural documents into succinct, easy-to-follow steps
- Advanced knowledge of and experience applying external style guides (Chicago Manual of Style, Microsoft Manual of Style for Technical Publications, and AP Stylebook)
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Manager, Commercial Banking Job Description
Job Description Example
Our growing company is looking for a manager, commercial banking. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, commercial banking
- Manage and maintain effective and standard operational processes for all aspects of GSE servicing in support and partnership with line of business teams and GSEs
- Build a team to deliver a comprehensive control program in collaboration with WLS risk and controls team that will enable Wholesale Insurance Servicing to operate in compliance with all policies and regulations which govern GSE activities
- Lead and manage team responsible for GSE processing and related quality control
- Assess current state operations and processes to understand procedures, information flows and handoffs, decisions and communication pathway
- Continually review processes and procedures for effectiveness in complying with GSE servicing standards and drive changes where appropriate
- Facilitate end to end reviews and deep dives as appropriate
- Monitor vendor and/or system generated reports and other data, analyze results, determine impacts and report/escalate as appropriate
- Develop comprehensive GSE metrics reporting
- Maintain strong and collaborative working relationship with Audit, Compliance, Risk, Legal and the Real Estate LOBs
- Provide coaching and training to less experienced staff
Qualifications for manager, commercial banking
- At least 3 years of line of business client management experience - develop strategy, present to and influence internal clients how to execute a process to best meet hiring needs, provide updates, ensure appropriate staffing, adjust strategy to meet changing business priorities
- Knowledge of financial services functions, operations and awareness of regulatory and compliance environments will provide a definite advantage
- Ability to independently identify issues, analyze problems and provide recommendations for actionable solutions
- Seven+ years experience leading and managing a content marketing program and team with proven results designing content strategy delivered within multiple channels and formats (print, digital, ) and executing innovative and results-driven programs
- Thorough knowledge of division and relation to industry
- Experience managing a large scope and market with a complex portfolio preferred