Relationship Manager (Treasury Management)

Company overview:

Planning is done in RightCapital and portfolios are managed in Orion. Family owned and operated since 1993. Dress is business casual, and suits come out for client meetings.

The position:

Looking for a Relationship Manager (Treasury Management) who wants to stay somewhere for a while. We want a banker who knows the local business community and can read a set of financial statements quickly.

Main duties:

• Manage a portfolio of 60 to 90 business clients
• Negotiate pricing and terms within bank guidelines
• Track pipeline and activity in Salesforce or nCino
• Visit clients at their businesses regularly
• Monitor loan covenants, renewals and past-due accounts
• Structure credit requests, including lines of credit, term loans, equipment and owner-occupied real estate

Required qualifications:

• 3-5 years of commercial lending or business banking experience
• Bachelor's degree in finance, accounting or business
• Established network in the local business community
• Formal credit training or equivalent experience underwriting commercial loans
• Strong financial statement and cash flow analysis skills

Benefits:

Salary range: $98,000 to $114,000 annually

• RRSP matching
• Three weeks paid vacation to start
• Professional development budget
• Annual bonus

Accommodations are available on request for candidates taking part in all aspects of the selection process.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Clarke Wealth Partners Ltd..