Manager, Commercial Banking Resume Samples
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Manager, Commercial Banking Resume Samples
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LE
L Emmerich
Leora
Emmerich
70231 D'angelo Unions
Chicago
IL
+1 (555) 929 5333
70231 D'angelo Unions
Chicago
IL
Phone
p
+1 (555) 929 5333
Experience
Experience
New York, NY
Manager Commercial Banking
New York, NY
Kerluke Group
New York, NY
Manager Commercial Banking
- Structure debt facilities for new prospect companies and play an active role in deal origination through relationships with Venture Capital, Private Equity funds and the advisory community
- Covering a broad range of profiles in the KBI sector from growth stage, venture-backed companies to mid-market privately and publicly listed corporations. Products include traditional A/R lines, recurring revenue lines, inventory lines and term debt
- Identify and develop business opportunities in your market, increase your corporate finance client base, and establish business development strategies
- Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies
- Work with the Manager – Financing Solutions
- Draw up comprehensive and robust sales and business development plans
- Draw up sales and business development plans
Detroit, MI
Manager, Commercial Banking
Detroit, MI
Schuster, Hayes and Schulist
Detroit, MI
Manager, Commercial Banking
- Work with the Management Manager on analyzing credit files, developing financing scenarios and proposing financing solutions
- Provide support to management in development of new loan business
- Manage the Bank's image in a designated rural market through demonstrating professionalism in the marketplace and being an agriculture spokesperson for the Bank in their market area
- Interview, hire, train and oversee the performance of commercial banking staff, includes conduct performance appraisals, monitor performance issues, plan for employee development and training, counsel, motivate, coach, mentor, etc
- Identify business opportunities in the market, develop SME business clients and participate in the creation of business development strategies and networking activities
- Provide support to management in the development of the Bank’s deposit base, placing emphasis on low cost deposit services
- Develop and implement an aggressive regional sales and marketing strategy to develop new and existing relationships, involves
present
Detroit, MI
Senior Manager, Commercial Banking
Detroit, MI
Kihn, Dicki and Kohler
present
Detroit, MI
Senior Manager, Commercial Banking
present
- Inspiring trust by being open, honest and direct in communication, meeting commitments and behaving ethically in all dealings
- Create a positive work environment by being an effective role model and by creating a winning work environment
- Inspire trust by being open, honest and direct in communication, meeting commitments and behaving ethically in all dealings
- Prepare credit applications and renewals, including the review of financial statements, ensuring applicants exhibit quality risk assessment and analysis
- Treating all stakeholders with professionalism, dignity and respect and supporting an environment where people can contribute and excel
- Preparing and regularly reviewing annual goals and career development plan with your manager, and your direct reports
- Review accounts/services on an ongoing basis to obtain compensation for increase in risk, complexity or administration
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Oregon State University
Bachelor’s Degree in Business
Skills
Skills
- Strong attention to detail and organizational skills
- Strong report-writing skills, with ability to create and organize varying forms of business information while developing it into cohesive, meaningful, professional reports and presentations
- Conceptualization, presentation & communication skills, with an ability to quickly understand concepts and translate them into meaningful information
- Advanced analytical and problem-solving skills, with advanced ability to analyze a risk exposures
- Strong logic and data integration skills
- Program delivery and planning ability
- Strong teamwork skills
- Advanced written and oral communication skills, with the capability to present and articulate complex concepts
- Strong planning skills (re finance, resource, strategy, business)
- Advanced risk management skills
8 Manager, Commercial Banking resume templates
Read our complete resume writing guides
1
Portfolio Manager Commercial Banking Middle Market Resume Examples & Samples
- Full knowledge and coverage of clients from an AML and reputational risk perspective, with a focus on the clients business, management team, strategy, product usage with JPMC and account activity. The Portfolio Manager will have regular client calling requirements. Estimated 20% of job responsibility
- Process all credit requests, including requests for amendments and waivers, in coordination with the credit underwriters. Work with our service organization (either locally or through the national service center) to resolve service related incidents in the portfolio. Estimated 15% of job responsibility
- Strong client-facing skills. Polished, with excellent verbal and written communication abilities
- Able to present risk issues in a succinct and cogent manner to senior leaders
- Diligent, detail-oriented and thorough
- Able to work independently multi-task and handle a sizeable account load
2
Market Manager Commercial Banking Specialized Industries Resume Examples & Samples
- Participates in Regional Leadership routines and the Specialized Industries National Extended Leadership meeting
- Sets goals for the market as well as the individuals
- Manages a small number of key client relationships
- Core commercial credit and treasury knowledge
3
Manager Commercial Banking Marketing Resume Examples & Samples
- Commercial Banking marketing strategy & execution
- Contributes to the development of the overall corporate marketing strategy for Commercial Banking, based on divisional Head’s input, including the annual marketing plan
- Upon executive approval, is responsible for assisting in the ongoing development, design and execution of various corporate marketing activities (including branding, corporate advertising, brochures, digital marketing and direct mail programs, public relations initiatives, etc.)
- Works closely with the business lines and partners to identify and manage marketing needs to capitalize on competitive opportunities
- Commercial Banking Business Line marketing planning & support
- Assists in developing and designing comprehensive strategic marketing plans for specific Commercial Banking individual business lines by developing appropriate strategies and plans, and executing same
- Acts as a consultant to individual business lines for all their marketing needs
- Supports the development of Commercial Banking positioning and value proposition and promote key messages across the business bank as appropriate
- Integrated channel and business line marketing
- Supports a coordinated approach to marketing strategy development and execution across all GBB units, on a global basis
- Represents Commercial Banking in the development of comprehensive marketing strategies and/or initiatives focused on shared business banking segments and customers
- Provide project management, support and expertise to Commercial Banking business line staff with respect to marketing activities
- Direct and coordinate use of centralized marketing services
- Initiates and coordinates the use of services provided from Global Marketing units such as: Events & Hospitality, Graphics Services, Digital marketing (including website support), Sponsorships, etc
- Manages assigned projects and day-to-day relationships
4
Team Manager Commercial Banking Services Resume Examples & Samples
- Experience with Agile/Scrum, CI/CD and working with DevOps teams is essential
- In-depth affinity and experience with IT; background as a developer, administrator or integrator
- Experience of working in a complex environment
- Commercial Banking - and/or payments experience
- Several years of relevant experience as an IT Manager
- Great English communication skills, verbal as well as written
- Knowledge of Tibco (BW) is an absolute advantage
- Professional expertise/market focus
- Entrepreneurship
- Teamwork & Team leadership
- Individual leadership & Employee development
- Listening skills and empathy
- The will / mind set to make continuous improvements
5
Senior Credit Solutions Manager Commercial Banking Resume Examples & Samples
- Superior credit skills and significant credit experience of 3-5+ years in Commercial Banking
- Superior risk assessment and analysis skills, including Moody’s Financial Analysis
- Superior accounting and financial analysis skills
- Superior deal structuring skills
- Good coaching skills
- Ability to articulate strategies, build solid business cases, rational and justification for deals
- Good negotiation and problem resolution skills
- Superior interpersonal and teamwork skills
- Good communication skills (oral & written)
6
Senior Credit Solutions Manager Commercial Banking Resume Examples & Samples
- An in-depth knowledge of the Bank’s lending policies, practices and procedures, as well as an awareness of business trends, economic, technological, social, legal and political conditions and factors
- A solid knowledge and understanding of financial statements, capital structures (equity; sub-debt) and accounting principles and policies is a must
- The incumbent must possess effective communication skills, both written and oral
- The incumbent needs to be a highly organized, analytical and logical person with an ability to coach others
- Superior credit skills and significant credit experience ie 3-5 years in Commercial Banking
- Superior interpersonal and teamwork skills· Good communication skills (oral & written)
7
Manager Commercial Banking Development Program Resume Examples & Samples
- The ability to develop and manage beneficial relationships with Commercial business customers through a set of retention and growth activities
- Negotiation skills
- Previous sales experience
- Natural curiosity and passion for satisfying customer needs
- Under/post graduate degree in a business, commerce, finance or accounting-related discipline
8
Division Manager Commercial Banking Resume Examples & Samples
- Typically at least ten years in account relationship management with demonstrated, high-level of success in establishing and maintaining excellent relationships with clients
- Strong Knowledge of the Alabama market place
- Bachelor's Degree or equivalent
- Formal Credit Training
9
Senior Credit Solutions Manager Commercial Banking Resume Examples & Samples
- Contributes to the profitable development of Commercial Credit business in the Mid-Market by
- Ensuring the timely analysis, structuring and presentation of credit proposals from $5MM - $15MM by gathering, disseminating and concisely putting into an application large amounts of information for adjudication
- Providing prompt feedback and sound recommendations to SCRMs and CRMs in the analysis and presentation of credit proposals below $5MM, and coaching, assisting or leading the structuring of more complicated proposals under this threshold
- Recommending pricing for loans and credit-related fees yielding a return commensurate with risk and due regard to profit, administration and competitive considerations
- Negotiating and closing all aspects of the credit transaction in partnership with the SCRM/CRM, including structure, security, fees and derivative products, including negotiations with GRM, and Lenders’ and Borrowers’ counsel
- Recommending terms, conditions and covenants to provide a viable banking proposal to the client within sound credit lending practices
- Restructuring marginal proposals into bankable deals where possible and/or bringing in internal and external partners to support in providing a solution
- Ensuring effective communication with the SCRMs and CRMs, and providing guidance and counsel so that they may better serve clients’ needs, including coaching to help ensure communications clearly convey the rationale for decisions
- Providing advice and solutions to clients through the credit structuring process and by identifying and recommending referral and cross sell opportunities to immediate team members, other Commercial Banking groups and/or to bank partners including Global Banking & Markets and Global Wealth Management
- Contributing to business development opportunities by identifying and recommending referral opportunities to SCRM/CRM and/or direct to bank partners (SFS; GBM)
- Ensures the accurate communication and effective and timely implementation of the terms and conditions of an authorization by
- Reviewing all authorizations to ensure accuracy, completeness and clarity
- Ensuring prompt follow-up for acceptance of the authorization and reacting swiftly to any problems, amendments, extensions, reporting to senior management and SCRM/CRM where necessary
- Liaising with internal and external legal counsel on the drafting of loan documents (credit agreements) and security agreements
- Promptly and effectively addressing issues surrounding the adequacy, quality and completeness of loan documentation and security
- Ensuring any required changes are followed-up for the accurate execution and delivery of same prior to disbursement of funds, engaging the SCRM/CRM if required
- Playing an important role in the Client Relationship through regular contact on reporting, credit reviews and ongoing relationship management. Providing GRM with prompt feedback when credit authorizations differ from those requested
- Ensures the ongoing quality of the credit portfolio (in conjunction with the Business Service Centre (BSC) in Shared Services), through adherence to controls and administration of the specific conditions and reporting requirements as specified in individual authorizations by
- Ensuring all Credit Solutions accounts are properly and continually managed, monitored and reviewed to adhere to criteria laid down by the Bank’s adjudicating, auditing, and compliance organizations and external regulatory bodies
- Ensuring early identification of problem loans and ensuring the accuracy of risk ratings through identification of changes in account quality via review of industry/economic trends
- Advising senior management of any credit weaknesses developing within individual accounts, by ongoing awareness and analysis of relevant financial, legal, political, technological, and industry information
- Making recommendations relative to structure, monitoring and risk rating to Global Risk Management as issues are identified. This may include exiting a relationship
- Directing and assisting CSAs in the detailed evaluation of all information received and reporting deficiencies or any negative findings to senior management including RA and final risk rating assessment
- Ensuring adherence to authorized conditions, reporting requirements and proper administration of credits, in conjunction with the BSC, GRM and other areas of the Bank
- Ensuring adherence to the Bank’s Anti-Money Laundering program, Know Your Customer requirements and Guidelines for Business Conduct, by reporting any unusual occurrences or fraudulent activities per established procedures
- Provide direct management, coaching and counselling to Client Solutions Analysts by
- Developing the credit competencies of CSAs in relation to assigned accounts
- Providing timely performance feedback on credit analysis presented
- Providing career development feedback
- Developing communication skills (oral and written)
- Developing product and service competencies
- Minimum of 3+ years of Commercial banking and credit writing experience
- Superior credit skills and significant credit experience
- Superior risk assessment and analysis skills
- Good sales/closing skills
- In-depth knowledge of the Bank’s lending policies, practices and procedures, as well as an awareness of business trends, economic, technological, social, legal and political conditions and factors
- Must be highly organized and analytical
- Good coaching skills, previous people management experience is an asset
10
Senior Credit Solutions Manager Commercial Banking Resume Examples & Samples
- 2 – 5 years of commercial banking experience
- Advanced credit skills and significant credit experience
- Exceptional risk assessment and analysis skills, including Moody’s Financial Analysis
- Outstanding deal structuring skills
- Excellent coaching & leadership skills
- Advanced ability to articulate strategies, build solid business cases, rational and justification for deal
- Strong negotiation and problem resolution skills
- Excellent teamwork & interpersonal skills
- Strong knowledge of the Canadian Commercial Banking marketplace
- In depth knowledge of the Bank’s lending policies, practices & procedures
11
Operational Risk Manager, Commercial Banking Resume Examples & Samples
- Support the implementation of the Enterprise Operational Risk Management Framework including program strategy, standards, and tools based on Basel/Industry Practices in order to ensure effective processes to identify, measure, manage, monitor and report on Operational Risks
- (for CSA roles only): Support the development and implementation and ongoing execution of a CSA governance program including program strategy, standards and tools to support achievement of 2nd Line of Defense responsibilities under the Operational Risk Management Framework
- Provide objective and independent Operational Risk advice and counsel to Management teams
- Support the 1st line business process for identifying and assessing the operational risk inherent in all material new products and processes. Facilitate enterprise change management processes (IAAP, RCA, loss reporting, etc.)
- Investigate and propose to the Sr. Manager, Risk Management courses of action for the LoB risk governance systems to ensure ongoing improvement of their governance programs and practices in response to identified risks and/or gaps in the system
- Facilitate attestation processes and consolidate reporting to meet deadlines
- Develop and document 2nd line-processes and controls in order to minimize loss/ risk, ensure all regulatory requirements are met, and safeguard the assets of the Bank
- Represent LOB interests and risk status in corporate forums, as assigned, and influence Corporate policy related to area(s) of expertise; represent and review Corporate policy on behalf of ORM, consolidating responses and providing feedback and advice
- Ensure strict confidentiality is maintained for both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank P&Ps
- Follow security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to such things as fraud or defalcation
- Work with Technology Governance and Reporting group to ensure alignment of reports and metrics
- Provide oversight on resolutions for operating/ technical problems within area(s) of expertise; overseeing the resolution of problems outside direct authority
- Change Management
- Assist in the development and maintenance of operational risk programs to ensure that new initiatives and and/or significant changes to business conduct are governed in accordance with the Bank’s Initiative Assessment and Approval Process (IAAP)
- Lead and/or represent ORM, as SME, on key risk projects, deep dives and game plans to drive continuous improvement in operational risk management. This involves analyzing problems and generating creative solutions by collaborating with the team, providing leadership, as well as managing projects, when assigned
- Business Performance Management
- Provide coaching and/or training sessions to business unit staff and managers in area(s) of expertise, and provide feedback on gaps and opportunities
- Support the delivery of exceptional customer service that builds trust through responsive, accurate, consistent, knowledgeable and available services and support
- Align individual performance goals to team and organizational goals,
- Demonstrate behaviours that are consistent with “Our Way” model and aligned with BMO values
- University degree/college diploma or equivalent
- 7 to 10 years experience in operational risk management, financial planning & strategy processes within the financial services industry
- 3 to 5 years experience working with financial products in the front line is preferred
- Solid knowledge and understanding of the designated LOB’s key products and services, processes, controls and organization
- Advanced understanding of industry practices and risk reporting fundamentals
- Advanced understanding of risk management practices and methodologies
- Advanced PC skills
- Program delivery and planning ability
- Strong logic and data integration skills
- Strong attention to detail and organizational skills
- Strong planning skills (re finance, resource, strategy, business)
- Advanced influencing skills
- Advanced stakeholder relationship management skills
- Advanced facilitation/ presentation skills
- Advanced conflict management/ resolution skills
- Strong report-writing skills, with ability to create and organize varying forms of business information while developing it into cohesive, meaningful, professional reports and presentations
- Advanced written and oral communication skills, with the capability to present and articulate complex concepts
12
Market Manager Commercial Banking Resume Examples & Samples
- Hiring and directing team members in their business development efforts to attract and expand banking relationships with Middle Market companies
- Coordinate key Commercial bank initiatives and develop annual business plans for overall segment
- Partner closely with Credit and Service managers in the market, as well as with TSS, AM, and IB colleagues in order to maximize JPMC presence with clients
- Drive top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance
- Typically at least ten years of proven leadership, management, execution and influencing skills within a Commercial Bank environment
- Strong Knowledge of the NY Metro market place
- BA/BS degree is require; MBA preferred
- Strategic thinker who supports the goals and direction of the institution
- Proven credit and portfolio management skills
- Prior management experience of a commercial lending sale team required
- Must have demonstrated experience in cross-selling products and an ability and track record to meet or exceed aggressive sales goals
- FINRA securities licenses 79, 63 and 24 are required for the role. Specifics will be discussed at the time of offer
13
Senior Manager, Commercial Banking Resume Examples & Samples
- Actively monitor and manage the profitability of CIBC’s relationship with clients within the context of building a long-term mutually beneficial relationship by fully understanding the goals, objectives and status of the client’s business
- Originate new client relationships that leverage knowledge and expertise, CIBC’s capabilities and that meet CIBC risk tolerances and profitability hurdles, to grow the Business Banking business
- Lead business development activities with prospective and key CIBC clients and represent CIBC in the business community directly to ensure relationships are developed, solidified and fostered. Attend and participate in trade shows, seminars, luncheons, community events
- Provide active leadership and guidance to Managers, Commercial Banking in executing and managing client relationships, including the delivery of credit and cash management services. Mentor, train and coach team members
- Create an environment which fosters an exceptional sales and service culture, supports partnering behaviour, and capitalizes on individuals’ expertise and knowledge of business banking services to provide “best in class” service and overall relationship management to our clients
- Build team and individual capabilities to ensure employees are capable of performing to job requirement standards
- Create a positive work environment by being an effective role model and by creating a winning work environment
- Champion CIBC core values of Trust, Teamwork and Accountability, and provide support in a manner consistent with the highest quality standards and CIBC objectives
- Act as a point of escalation to resolve any credit issues, liaising with risk management for any escalated credit issues that are not in compliance with CIBC standards/procedures. Ensure that all aspects of risk are effectively managed and escalated to the Director, Commercial Banking as appropriate
- Manage all dealings internally and with clients in a manner consistent with the standards prescribed by CIBC policies and procedures, including Reputation and Legal Risk, Anti-Money Laundering, Code of Conduct, Credit Management, etc
- In conjunction with the Manager, Commercial Banking, proactively assess client needs and propose products/solutions to meet those needs and the client’s broader business objectives. Ensure that clients continue to be aware of the benefits of using these products, as well as new products available to them. Continuously update knowledge on new products that may be of value to clients
- Business Banking clients and centres of influence in both the public and private sector, to build relationships, develop new business, and represent CIBC in the broad business community
- Key partners in Risk Management and Compliance, CIBC Credit Group and Retail Operations to resolve credit and risk issues
- Key local partners in Imperial Service, Commercial Banking, Wood Gundy, Trade Finance, Foreign Exchange, CIBC Private Investment Counsel and other partners (such as GPI and Ceridian) to provide solutions to meet the needs of business banking clients
- As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls
- As a manager of people, this job must ensure all employees within the business unit comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls
- Prior experience with either Commercial Banking in credit structuring, approving, measuring, monitoring and managing relationships. Highly developed financial analytics, with advanced knowledge of risk/portfolio management
- Demonstrated selling skills including a demonstrated ability to identify financing options and advisory opportunities with clients
- Thorough knowledge of a diverse marketplace and the needs of medium-sized business clientele
- Very strong working knowledge of CIBC products and service offering, including the processes and procedures necessary to implement products and services
- Established profile in the local business community
- More than one area of developed industry expertise
- Advanced communication and negotiation skills
14
Business Process Technology Management Manager Commercial Banking Resume Examples & Samples
- 5 to 7+ years’ experience in the financial services industry; including experience in a business process management/liaison role between the business and technology to support business processes and delivery of technology initiatives
- Strong project management skills
- Advanced expertise with Microsoft Office suite, particularly Excel, PowerPoint, Pitch Pro and Access
- Strong interpersonal skills and the ability to work collaboratively; develop strong partnership with multiple levels of employees
- Ability to work in a demanding, fast paced environment with competing priorities
- Self-Starter with the ability to work independently
- Bachelor’s Degree required (Business or Information Technology preferred)
15
Business Manager Commercial Banking Credit Markets Resume Examples & Samples
- Support CM business managers on various CM initiatives related to business strategy, reporting, data quality, communications, technology, real estate and more
- Ensure projects are completed in accordance with risk, compliance and legal standards
- Partner with MMBSI and CCBSI business management teams to drive banker engagement in CM initiatives
- Represent and advocate for CM in various Commercial Banking and cross LOB projects
- Partner with CM business managers to create, implement and continuously improve key business reporting and also monitor data quality and consistency
- Work with CM senior management to communicate business updates and organizational announcements within CM
- Leverage broad understanding of the businesses to identify opportunities for process improvement and enhanced efficiencies
- Contribute to the development and implementation of best practices, project standards and procedures for CM Business Management team
- Provide value-added support of ongoing business-specific requirements, such as sales enablement, as needed
- Bachelor’s degree in a business discipline
- 3+ years of finance, business management and/or project management related experience
- Credit Markets and/or Commercial Banking experience, preferred
- Expertise in MS Office Tools: Excel, PowerPoint/PitchPro, Word, Access
- Independent and self-motivated but also a team player capable of working collaboratively and developing strong partnerships across all levels of the organization
- Outstanding project management skills including planning, time management, organization, communication, influencing and follow-up
- Ability to quickly and effectively respond to rapidly changing business needs and urgent requests
16
Manager Commercial Banking Analysis Resume Examples & Samples
- Commercial Client(formerly business banking) products include all deposit products for the segment, cash management, business credit cards, debit cards, business lines of credit, standard letters of credit, conventional term loan products, owner occupied mortgages, investment property, alternative lending programs and local business development corporations
- Minimum of seven years proven and progressive business banking and/or financial analysis experience or equivalent
- Minimum of a bachelors degree in business, finance, related field or equivalent experience; Masters degree in business administration preferred
- Strong communications, analytical, decision-making, lateral thinking, interpersonal and project management skills
- Proficiency with personal computers as well as pertinent mainframe systems and software packages, especially MS Office, as working with spreadsheets and numbers will be a major part of the role
- Strong knowledge of business banking operations, financials, products and services, as well as of the regulatory, economic and competitive environment affecting the business
- Sound understanding of commercial risk dynamics, strategies and management, as well as profitability models and performance management methodologies
17
Manager Commercial Banking Business Risk & Control Management Resume Examples & Samples
- As a Global business, CMB is required to undertake responsibilities for the effective implementation of the Group’s Operational Risk Framework. The Business Risk & Control Management (BRCM) team is part of the first line of defence in the business
- The role holder is responsible for the continual assessment of operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructuring and the impact of new technology
- The importance of operational risk and control has increased over recent years and has the potential to be one of the most influential value added services available to senior management and the Group. The role holder’s ability in identifying major risk areas and key control weaknesses poses significant impact on businesses in meeting their strategic objectives
- The nature of the role requires close working contact with senior executives in the Group and Region. The jobholder is required to contribute to maintaining an excellent relationship with the Regulators and industry bodies in respect of Operational Risk
- The role holder must demonstrate compliance with HSBC Group standards, manuals and policies and adhere to the defined work practices, internal controls and risk management standards associated with the role
- It is desirable that the role holder possesses sound knowledge on banking regulations and operations, and audit and control concepts in order to develop a set of effective standard guidelines that can be implemented. In addition, the jobholder is expected to be highly organized and to act independently and exercise broad discretion with minimal guidance and supervision
- A sound knowledge of the Group and the CMB business, including products, services, systems & processes
- Business experience in a variety of roles (Corporate / Commercial Banking) centered on delivery of high quality customer service
- Exposure to an operations and a control environment, such as audit or compliance
18
Portfolio Manager, Commercial Banking Resume Examples & Samples
- Client Performance Management (30 %)
- Sales Support and Partnership (25 %)
- Management of Team and Team Workflow (15 %)
19
Senior Manager Commercial Banking Development Program Resume Examples & Samples
- Awareness of methods to build and maintain an internal and external profile to originate new business opportunities and sustain revenue growth within a customer portfolio
- Strong client and relationship management skills
- The ability to negotiate fees and structure
- High level of financial analysis skills including experience with complex financial statements, credit terms and conditions, and relationships
- The ability to operate in a fast-paced, constantly changing environment
20
Manager Commercial Banking Development Program Resume Examples & Samples
- Strong
- Proven ability to network and maintain
- High level of financial analysis
- Natural curiosity and passion for
21
Senior Manager, Commercial Banking Resume Examples & Samples
- Minimum seven to nine (7-9) years strong commercial lending background
- Strong business development, marketing and negotiation skills with a proven track record is required
- Strong credit/analytical skills
- Supervisory experience an asset
- Excellent interpersonal and communication skills (both verbal and written)
- Grow and manage a portfolio of new and existing commercial and real estate banking client relationships (both loans and deposits) by Being Crucial to our clients future
- Must possess a network of contacts and undertake proactive marketing activities to attract new clients to the Bank
- Actively seek opportunities to promote other Bank products
22
Manager Commercial Banking Development Program Resume Examples & Samples
- The ability to conduct effective analysis, structuring and presentation of credit proposals for a portfolio of lower to moderately complex borrowing and non-borrowing relationships
- Proven ability to network and maintain an active Centre of Influences (COI) network for business origination
- An undergraduate/post graduate degree in Business, Commerce, Finance or Accounting-related discipline
- MBA or working towards a professional designation (e.g. CMA, CFA) is preferred
23
Manager, Commercial Banking Resume Examples & Samples
- Minimum five (5) years experience in commercial banking with proven marketing/business development skills
- Working knowledge of T24, WAVE and Moody's Financial Analyst is an asset
- Strong knowledge of working systems - Excel, Word, and Adobe Forms
- Previous supervisory experience an asset
- Solid organizational skills with an attention to detail
- Manage and grow a portfolio of existing and new commercial banking client relationships
- Develop a network of contacts and undertake proactive marketing activities to attract new clients to the bank
- Prepare credit applications and renewals, including the review of financial statements, ensuring applicants exhibit quality risk assessment and analysis
- Committed to on-going self development
- Ensure Bank's funds are protected through proper loan portfolio management
24
Senior Manager Commercial Banking Development Program Resume Examples & Samples
- The ability to conduct effective analysis, structuring and presentation of credit proposals for a portfolio of complex and/or highly customized borrowing and non-borrowing relationships
- An undergraduate/post graduate degree in Business, Commerce, Finance or Accounting-related discipline. MBA or working towards a professional designation (e.g. CMA, CFA) is preferred
- The ability to negotiate fees and structure. Prior experience in providing customer needs-based advice and solutions is required
25
Senior Manager, Commercial Banking Resume Examples & Samples
- Minimum seven to nine (7-9) years strong commercial and real estate lending background with an emphasis on leadership
- Strong business development, marketing and negotiation skills with a proven track record of groing a portfolio and developing full service client relationships
- Supervisory experience
26
Manager, Commercial Banking Resume Examples & Samples
- Develop the portfolio assigned to you and increase its profitability by advising your clients in accordance with their needs
- Identify business opportunities in the market, develop SME business clients and participate in the creation of business development strategies and networking activities
- Analyze credit files
- Work on developing financing scenarios and proposing financing solutions
- Negotiate the terms and conditions of client agreements, making sure that they meet profitability criteria
- Apply and ensure the follow-up of recommendations made by various specialists at the Bank and its subsidiaries with a view to developing profitable business relationships
- Take responsibility for your own personal development in terms of improving your competencies and your knowledge of the economic aspects of the SME market
- Based on your academic background, at least 3 to 7 years' experience in sales and business development
- University certificate and 7 years' experience
- Bachelor's degree and 5 years' experience
- Master's degree and 3 years' experience
- Experience in credit
- Experience in financial services, an asset
- Established network of professional contacts among local small and medium-sized enterprises, an asset
- Excellent ability to work in a team environment
- French and English (spoken and written), Italian language, an asset
27
Senior Manager, Commercial Banking Resume Examples & Samples
- Minimum seven to nine (7 – 9) years strong commercial lending background
- Proven business development, marketing and negotiation skills
- Supervisory experience essential
- Develop and manage a commercial loan portfolio, identifying business potential, both financial and operational
- Provide support to management in the development of the Bank’s deposit base, placing emphasis on low cost deposit services
- Work effectively with management and support staff to ensure professionalism, productivity and team achievement
28
Account Manager, Commercial Banking Resume Examples & Samples
- Manage and grow a portfolio of existing construction/commercial/real estate banking client relationships
- Review and monitor commercial operating lines of credit to ensure they are in accordance with credit approvals
- Write large Commercial, Real Estate deals as experience is gained
- Prepare credit applications and renewals, including the review of financial statements, ensuring quality risk assessment and analysis
- Ensure security documentation and credit investigations are completed for borrowers
- As time permits, develop a network of contacts and undertake proactive marketing activities to attract new commercial/real estate clients to the bank
- Minimum three (3) years experience in commercial banking with knowledge of collateral securities
- Good risk assessment skills, such as financial statement analysis, and industry risk
- Solid interpersonal skills to aid in the ongoing development of marketing and negotiation skills
- Strong organization skills with attention to detail
- Must be a committed team player
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Manager, Commercial Banking Resume Examples & Samples
- Knowledge in construction financing is an asset
- Strong risk assessment skills, such as financial statement analysist and industry risk
- Must be a team player
- Manage and grow a portfolio of existing and new deposits along with construction/ commercial/ real estate banking client relationships
- Write larger complex construction/ commercial and real estate deals
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Manager Commercial Banking Resume Examples & Samples
- Help your clients attain their business objectives by proposing financial strategies based on the most suitable combination of Bank products and services
- Negotiate the terms and conditions of agreements with clients, while making sure that they meet risk management standards and profitability criteria
- Assist the Associate Vice-President in reaching objectives
- Work with the Manager – Financing Solutions
- Based on your academic background, at least 4 to 8 years' experience in sales and business development within the financial industry
- University certificate and 8 years' experience
- Bachelor's degree and 6 years' experience
- Master's degree and 4 years' experience
- Experience in commercial credit
- Experience as Manager, commercial banking
- Experience and knowledge of the film and television industries, an asset
- Network of profesionnal contacts in film and television industries, an asset
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Account Manager, Commercial Banking Resume Examples & Samples
- College degree in a business related field preferred
- Knowledge of finance and accounting
- Basic investment industry knowledge
- Comfortable with legal and regulatory documentation
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Manager Commercial Banking Resume Examples & Samples
- Identify and develop business opportunities in your market, increase your corporate finance client base, and establish business development strategies
- Strategically grow the revenue base of the portfolio
- Help your clients attain their business objectives by proactively proposing financial strategies based on the most suitable combination of Bank products and services
- Draw up comprehensive and robust sales and business development plans
- Demonstrate strong leadership in proactively managing your assigned clients, market areas, and internal partnerships
- Based on your academic background, at least 5-7 years' experience in sales and business development within the financial industry
- Bachelor's degree and 7 years' experience
- Master's degree and 5 years' experience
- Experience in sales, business development, and client service
- Experience with inter-bank documents and inter-lender agreements
- Experience with syndicated credits, cash flow lending, and private equity transactions
- Network of professional contacts among local medium-sized enterprises and large companies, an asset
- English (spoken and written), French an asset
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Senior Manager Commercial Banking Development Programs Resume Examples & Samples
- Work with Human Resources, the business or function supported as well as Global Functions to coordinate efforts in program design, development, implementation and maintenance
- Minimum of eight years proven and progressive business and/or human resources experience or equivalent; experience within the business supported in a managerial capacity strongly preferred
- Bachelors degree in business, finance, human resources, education, related field or equivalent experience
- Strong managerial, organizational, interpersonal, communications, decision-making, lateral thinking, presentation and analytical skills
- Proficiency with personal computers as well as pertinent mainframe systems and software packages
- In-depth knowledge of the business or function supported as well as the strategy
- Ability to deliver training classes and provide one-on-one coaching to program participants
- Ability to work with management of varying levels across multiple areas to ensure proper design of graduate program and ongoing training and enrichment programson
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Account Manager, Commercial Banking Resume Examples & Samples
- Develop a strategy and a schedule for each account or prospect, identifying business potential, both financial and operational
- Maximize account profitability through equitable pricing, both for the borrowing and operational accounts
- Actively seek out opportunities, in line with our customers needs, to refer business to other divisions of CWB Financial Group
- Provide support in the development of new business in the Corporate Financial Services sector
- Review accounts/services on an ongoing basis to obtain compensation for increase in risk, complexity or administration
- Ensure that credit applications exhibit quality risk assessment and analysis
- 2-4 years of lending experience, including credit/loan administration
- Loan collection experience an asset
- Sales experience an asset
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Senior Manager, Commercial Banking Resume Examples & Samples
- Provide effective leadership to the Commercial Banking team, as applicable, to ensure effective management of the Commercial loan portfolio
- Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel
- Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment
- Accept responsibility and accountability for actions and results
- Make decisions guided by common sense and sound business judgement
- Prepare and regularly review annual goals and career development plan with manager/supervisor
- Promote cooperation and commitment within the CWB Group towards the attainment of common goals enabling productive group interactions
- Assist in the preparation of the Annual Business Plan
- Work effectively both with management and support functions to ensure clients receive a high level of service
- Minimum 7 – 9 years strong commercial lending background
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Operations Manager, Commercial Banking Resume Examples & Samples
- Management of the operational team across all three commercial areas (wholesale banking; commercial property; middle market)
- Act as a Process Leader for all lending and deposit processes for our commercial lines of business. This involves establishing the process vision, working with internal business stakeholders to identify, prioritise and implement improvements and ultimately drive market leading customer service & efficient processes
- Managing a group of key external partners to maintain excellent customer experience in commercial processes whilst managing cost and efficiency targets
- Bachelor Degree qualified in Business (or similar)
- Strong experience in segregation of duties Operations environment
- Experienced in a role with direct Delegated Lending Authority of significant values
- Strong proven experienced in managing to a budget / P&L and financial forecasting experience
- Continuous improvement experience, qualified with change management experience
- Extensive experience in retail banking / commercial lending
- Highly skilled in stakeholder management and ability to influence
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Manager Commercial Banking, Health Group Resume Examples & Samples
- Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies
- Meet clients' changing needs by adapting and optimizing financial products and sales approaches
- Draw up sales and business development plans
- Experience in sales and business development
- Experience in analysis of financial statements
- Network of professional contacts established in the field of health and pharmacies
- French and English (spoken and written), mandatory
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Manager, Commercial Banking Resume Examples & Samples
- Ensure the safety of the Bank’s funds through proper loan portfolio management with focus on loan quality, exposure limits and security requirements
- Ensure that required reports and other financial data are received and analyzed promptly in accordance with conditions of loan commitment
- Maximize account profitability through equitable but fair pricing policies, both financial and operational
- Ensure Annual Reviews on assigned accounts are completed prior to the expiry date
- Provide support to management in development of new loan business
- Develop a strategy and schedules for each account or prospect assigned, identifying its business potential, both financial and operational
- Review accounts/services on an ongoing basis to obtain compensation for increase in risk, complexity, or administration
- Participate in and provide input in the preparation of the Annual Business Plan
- Work effectively with management and support functions to ensure clients receive a high level of service
- Minimum five (5) years of experience in commercial banking
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Senior Manager, Commercial Banking Resume Examples & Samples
- Ensure that service enhancements, new programs, etc. are communicated to clients and prospects where appropriate
- Provide support in the proactive development of new business in the Corporate Financial Services sector
- Minimum 7 – 9 years strong commercial and real estate lending background
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Manager Commercial Banking Resume Examples & Samples
- Actively participate to various networking activities (cocktails, conferences, etc.)
- Network of professionla contacts among local medium-sized entreprises and large companies, an asset
- French (asset) and English (essential) (spoken and written)
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Senior Account Manager, Commercial Banking Resume Examples & Samples
- Manage and grow a portfolio of existing and new deposits along with construction/commercial/realestate banking client relationships
- Develop deposit and lending relationships, and seek opportunities to promote other bank products
- Write larger complex construction/commercial and real estate deals
- Loan collection experience is an asset
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Manager Commercial Banking Resume Examples & Samples
- Identify and develop business opportunities in the technology & life science sector
- Structure debt facilities for new prospect companies and play an active role in deal origination through relationships with Venture Capital, Private Equity funds and the advisory community
- Covering a broad range of profiles in the KBI sector from growth stage, venture-backed companies to mid-market privately and publicly listed corporations. Products include traditional A/R lines, recurring revenue lines, inventory lines and term debt
- Support loan growth, conduct due diligence on potential clients, risk management and client satisfaction
- Experience/interest in the knowledge based sector, venture capital/private equity transactions
- Experience in commercial/corporate credit
- Excellent verbal, written and interpersonal communication skills
- Bilingualism (spoken and written) - English and French, an asset
