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Job Snapshot

Employee Type - Full-Time EmployeeExperience - Not SpecifiedIndustries - Banking


Purpose of the Job:

The Director, Commercial Services is accountable for building and developing a portfolio of commercial accounts that exhibit a high degree of complexity and value to Meridian.  The ability to meet financial objectives related to the profitable growth and retention of assigned portfolio is critical to success.  Grow the size and profitability of the commercial book through good risk management techniques and by soliciting and maintaining solid new business relationships.  Mentor and coach staff formally and informally through collaborative teamwork.  You embody a “Member-centric” approach while ensuring a high standard of employee engagement, business results and community engagement ensuring execution with excellence.

Key Responsibilities:

  • Actively monitor and manage the profitability of commercial relationship with Members with the intent of building a long-term mutually beneficial relationship by fully understanding the goals, objectives and status of the Member’s business(es)
  • Thorough a coordinated and targeted marketing plan, identify and initiate contact with Members, partners, community leaders, centres of influence (COI) and prospects to close deals and strengthen, protect and grow the commercial book of business
  • Maintain an ongoing sales pipeline and effectively follows up on unsuccessful referrals/prospects
  • Use exceptional financial, industry knowledge and expertise to proactively assess and anticipate Member’s needs to suggest, recommend and/or propose products/solutions to meet those needs and the Member’s broader business objectives. Ensure that Member continues 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 Members
  • Structure, negotiate and document complex credit and cash management arrangements with segment Members and prospects – often in partnership with Commercial Credit. Negotiate all terms of credit with Commercial Credit and appropriately assess risk in the relationship
  • Demonstrate a strong working knowledge and excellent analytical skills in the areas of balance sheets, cash flow mechanics, and business plans presented by Members

Knowledge, Skills and Experience:

  • Minimum 10+ years progressive experience in sales/service and managing a diverse portfolio in a commercial banking environment
  • Post-secondary education in accounting, finance, commerce, business administration, or equivalent work experience
  • Strong and thorough knowledge of the commercial banking marketplace and the assigned market area’s key industries and competitive positioning within the assigned market areas
  • Expert knowledge of segment, strategies, structure, as well as its lending and deposit products and services
  • Excellent analytical, relationship, interpersonal, communication, presentation and team skills
  • Strong business acumen coupled with a demonstrated ability to initiate action to achieve results and meet deadlines while respecting fundamental corporate values
  • Ability to work independently with confidence and strong commitment to Member service
  • Leadership, organizational, impact, influencing and presentation skills
  • Ability to interact at any level within the organization and in a business development capacity within the community
  • Advanced credit and interviewing techniques, credit investigation and underwriting skills

Experience the Difference!

Thank you for your interest in Meridian Credit Union. Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Meridian is committed to providing accommodations for people with disabilities. Should you require an accommodation, we will partner with you to meet your needs.

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