Relationship Manager - Haldimand Norfolk Region

at  Libro Credit Union

Simcoe, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate28 Nov, 2024Not Specified30 Aug, 20242 year(s) or aboveGood communication skillsNoNo
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Description:

WHO WE ARE

Imagine working for an organization where every employee and customer is an Owner.
No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people like you prosper. We recruit and develop experts like you; Epic Humans who are ready to offer the best possible advice, coaching and service, when and how our Owners need it.
Libro is a progressive employer who invests heavily in the development and career ambitions of our staff. Our hiring philosophy is focused on finding candidates who carry a positive attitude, a desire to learn, and a passion for helping our Owners grow financial confidence. We commit to teaching and supporting you as you learn the skills you need.

WHAT OPPORTUNITY AWAITS?

Libro is growing, and we are looking for a passionately accountable full-time Relationship Manager (Commercial/Agricultural Account Manager) Business Banking to support a portfolio from the Haldimand Norfolk region.
This opportunity focuses on cultivating, expanding, and maintaining strong and trusted financial relationships with new and existing commercial and agricultural customers. The successful candidate will be partnered with a Credit Analyst to proactively offer solutions and enhance customer value. By identifying and referring opportunities to all segments, this role is key in enhancing overall prosperity for our customers.
This mobile position offers opportunity for flexible work from home arrangements and work schedules.

What you will do? Could this be you?

  • Provide advice and dedicated credit expertise to a portfolio of agriculture and commercial accounts.
  • Focusing on the needs of the customer, develop strong relationships that are based on understanding the business, and providing specialized solutions to support their business goals and objectives (including credit and cash management).
  • Support customers with approximate borrowing needs between $250,000 - $10MM.
  • Utilize effective sales management practices to identify new and prospective customers to Libro, build and maintain strong relationships with customer prospects, and centres of influence.
  • Uncover opportunities for referrals to other staff in Community (Personal) Banking and Wealth.
  • Develop and execute an individual business plan that provides specific goals and targets aligned with brand, regional, and corporate plans.
  • Be responsible to maintain accurate account information.
  • Adhere to applicable lending processes, policies, and regulatory requirements.
  • Utilize approved tools to ensure strong credit underwriting with concise recommendations which identify and mitigate material risks.

What could you bring? The Epic Human we are looking for;

  • A minimum of 2- 3 years of commercial or agricultural banking experience with a financial institution.
  • Hold a university degree with related courses in the area of business finance and/or agriculture, with related work experience.
  • Understand business concepts including detailed analysis of financial statements.
  • Demonstrated ability to be proactive in a sales environment with the ability to work independently, prioritize duties and handle problem resolution.

What’in it for you? How we manage to stay Joyful in our work:

  • Strong Compensation offering, including a competitive base salary and sales incentive plan.
  • Comprehensive benefit package including health, dental, and vision – with all premiums fully paid for by Libro!
  • Competitive pension plan.
  • Generous vacation, sick and personal time.
  • Employee wellness programs.
  • Staff accounts and staff rates on products and services.
  • Staff appreciation programs and awards.
  • Career development opportunities including tuition assistance.
  • A number of other great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team!

Responsibilities:

  • Provide advice and dedicated credit expertise to a portfolio of agriculture and commercial accounts.
  • Focusing on the needs of the customer, develop strong relationships that are based on understanding the business, and providing specialized solutions to support their business goals and objectives (including credit and cash management).
  • Support customers with approximate borrowing needs between $250,000 - $10MM.
  • Utilize effective sales management practices to identify new and prospective customers to Libro, build and maintain strong relationships with customer prospects, and centres of influence.
  • Uncover opportunities for referrals to other staff in Community (Personal) Banking and Wealth.
  • Develop and execute an individual business plan that provides specific goals and targets aligned with brand, regional, and corporate plans.
  • Be responsible to maintain accurate account information.
  • Adhere to applicable lending processes, policies, and regulatory requirements.
  • Utilize approved tools to ensure strong credit underwriting with concise recommendations which identify and mitigate material risks


REQUIREMENT SUMMARY

Min:2.0Max:3.0 year(s)

Banking/Mortgage

Banking / Insurance

Other

Graduate

The area of business finance and/or agriculture with related work experience

Proficient

1

Simcoe, ON, Canada