Regional Account Manager growing premium surfacing - material sales through A&D relationships across Toronto and the GTA. Conducting client visits, presentations, and industry events as a brand ambassador.
About the role
- CIBC Relationship Manager growing bilingual business-banking portfolios in Montreal. Delivering credit, cash-management, and financial solutions while developing community referrals.
Responsibilities
- Report to the Director or Senior Manager & Team Lead, Business Banking
- Provide new and existing clients with an exceptional client experience
- Help business clients meet immediate and long-term business goals by understanding needs and identifying relationship-deepening opportunities
- Meet clients’ financial and credit needs through comprehensive business banking offers or formal introductions to appropriate banking colleagues
- Collaborate frequently with experts across CIBC to address client needs through the appropriate segment
- Proactively manage and grow a portfolio of business-only connections
- Build relationships with Centres of Influence to generate referrals through in-person and digital channels
- Identify opportunities to develop full client relationships and provide deposit and credit solutions
- Participate in community and banking centre events to build CIBC presence and gain market share
- Develop and manage a sales pipeline of diverse business banking opportunities
- Engage portfolio, partner-referred, and prospective clients to understand immediate needs and longer-term goals
- Deliver trusted advice and financial solutions and cultivate a network to establish new client relationships
- Promote digital banking options and CIBC Cash Management products
- Support client acquisition through referrals and internal partner relationships
- Attend local events and participate in marketing and outreach activities to increase brand awareness and generate small business opportunities
Requirements
- 2+ years’ experience in Business Banking or Commercial Banking
- Strong knowledge of credit
- Knowledge of cash management products and services
- Knowledge of business cash flow and financial analysis
- Established network in the local business community
- Completed undergraduate degree/diploma in Business, Finance, Accounting, or a related field
- Fluent in French and English
- Legally eligible to work at the specified location; valid work or study permit where applicable
- May be required to complete an attribute-based assessment and other skills tests, such as simulation, coding, or French proficiency
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Purpose Day: paid day off dedicated to growth and development
- Accessible candidate experience and accommodation support
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