Job Detail

Commercial Account Manager I

Commercial Account Manager I
Full Time
Category : Finance Salary : Experience(s) :  Year


About Commercial Account Manager I

Employment Opportunities

Bassano Branch • Commercial Account Manager I • Closing Date: November 28, 2017

As a Commercial Account Manager I, you will be responsible for:

  • Managing and maintaining the portfolio of commercial and agricultural members.
  • Developing and maintaining relationships with members as well as pursues new members through referrals, business

    development, and contacts in the community.

  • Granting loan applications such as lines of credit and overdrafts within approved lending limits.
  • Providing individualized financial counseling (such as debt consolidations) and information to members on loans services and

    deposit products offered through the credit union; understanding and using knowledge of member’s financial condition to

    effectively position the value of products and services.

  • Conducting credit investigations, security inspections and searches as required; preparing releases of security on paid out loans;

    interpreting loan reports and identifying further action required to address problem areas such as pending delinquency.

  • Following up on delinquent accounts as directed by Collections using established collections policies, documents contacts and

    outcomes; referring unresolved situations to senior staff for further action.

  • Cross-selling all credit union products (including insurance services); soliciting new members and fostering business development

    through service excellence and product knowledge.

  • Participating in the development and supporting achievement of sales targets and marketing plans.



  • 3 – 4 years experience in customer service or administrator role.
  • 1 – 2 years experience in managing accounts is an asset.
  • Previous lending experience would be considered an asset.
  • Completed a relevant certificate, diploma, degree or designation program.
  • Strong computer skills in Microsoft Office applications and willingness to learn other programs.
  • Excellent communication skills; both written and verbal.
  • Excellent critical thinking, problem solving, and leadership skills.


  • Effective business development skills.

Community Profile:

  • Population of 1200+.
  • Strong community spirit with lots of facilities including a golf course, curling rink, pool, arena, tennis courts, and playgrounds.
  • Access to a health centre with 24/7 emergency department.
  • Conveniently located near Starthmore and Brooks.
  • Lots of town history with strong agriculture and oilfield industry presence.

    Learn more about this position and other opportunities at

    Please submit resumes to: