Description
As a Commercial Banking Advisor, Real Estate Markets, you will be a key, trusted strategic advisor within the Client Relationship Team (CRT).
You will provide advice and solutions to support clients' business operations, maintaining a deep understanding of real estate markets and Commercial Banking products and services.
Responsibilities
- Deliver exceptional client experience and stewardship, including end-to-end onboarding process and supporting the organisation's strategy around risk mitigation and Know Your Client (KYC).
- Complete holistic portfolio reviews focusing on operating accounts and digital services, leveraging your understanding of clients' operations and real estate markets to provide differentiated advice.
- Deepen client relationships through day-to-day banking, deposit, and digital enablement advice.
- Monitor and maintain portfolio quality and strategic pricing of operating accounts and cash management products in collaboration with partners.
- Lead a client contact strategy for your portfolio in collaboration with the Client Relationship Team to deliver coordinated advice and solutions.
- Take ownership of client concerns and proactively seek resolutions.
- Collaborate with internal partners to deliver advice, solutions, lending-related support, including:
- The syndicated loan process as it pertains to monthly interest.
- Standby fees.
- Loan repricing.
- Bilateral/syndicated loan closings (payout/paydown/tracking).
- Maintain knowledge of real estate markets and commercial banking products.
Requirements
- Minimum 4 years of Commercial Banking experience and demonstrated excellence in sales and service roles.
- Excellent client relationship, communication, and advisory skills.
- Ability to work collaboratively with internal teams.
- Strong problem-solving, critical thinking, and analytical skills.
- Ability to provide value-added advice and solutions to clients.
Nice-to-have
- Post-secondary education at college or university level in business administration or financial management preferred (e.g., BBA, B. of Commerce or equivalent on-the-job learning).
- Knowledge of real estate markets and commercial banking products.
What's in it for you?
- A comprehensive Total Rewards Program including performance-based bonuses, flexible benefits, and competitive compensation.
- Leaders who support your development through coaching and managing opportunities.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- A world-class training program in financial services.