Account Manager
Branch Location: O'Leary, PEI
The Account Manager role manages a portfolio of commercial lending and deposit relationships, supporting business members with diverse and often complex financial needs. This role builds strong, long-term relationships with business owners, gaining an understanding of their goals and providing tailored financial advice and solutions to support their success. With a strong understanding of commercial lending and risk management, the Account Manager assesses financing needs, structures credit solutions, manages portfolio risk, and identifies opportunities to strengthen relationships and grow the business portfolio.
What You'll Do:
- Build and maintain strong relationships with business members by understanding their financial needs and providing tailored solutions.
- Assess and process credit requests, including analyzing financial statements and structuring lending solutions.
- Present financing proposals, negotiate terms, and coordinate loan closings while ensuring required documentation and security are in place.
- Manage an assigned loan portfolio, including renewals, reporting requirements, and ongoing credit reviews.
- Monitor overdrafts and follow up on delinquent loans when required.
- Identify opportunities to grow relationships by recommending additional products and services.
- Support business development by seeking new member opportunities and promoting Credit Union solutions.
What You Bring:
Education & Experience
- Bachelor's Degree in Business Administration, or a College Diploma in Business, Finance, Accounting, Commerce, or a related field; or an equivalent combination of education and experience.
- Experience in business lending, relationship management, or commercial banking within the financial services industry.
- Demonstrated success delivering strong member service and supporting business growth through financial solutions.
Skills & Attributes
- Strong relationship-building and interpersonal skills.
- Solid financial acumen, including the ability to analyze financial statements.
- Excellent verbal and written communication skills.
- Strong organizational skills with attention to detail and the ability to manage multiple priorities.
- Proactive and adaptable, with the ability to work independently and as part of a team.
- Commitment to following policies, procedures, and maintaining confidentiality.
Why You'll Love It Here:
We believe our employees deserve the same outstanding care we give our members. That's why we offer:
- A People-First Culture: Join a supportive team that values collaboration, positivity, and community impact.
- Competitive Pay & Bonus Program: Market-aligned salary plus the opportunity for annual bonuses.
- Comprehensive Benefits: Health and dental coverage, sick time, and a Defined Contribution Pension Plan & Group Retirement Savings Plan with up to 9% employer contribution.
- Work-Life Balance: Three weeks' vacation to start, plus four personal days and two volunteer days each year.
- Career Growth: Tuition reimbursement, training opportunities, and career progression pathways.
- Extra Perks: Annual fitness and clothing allowance, reduced employee loan and mortgage rates, and no service fees on banking transactions.
- Salary Range: $77,454 - $91,123.
Additional Information
Bondability Requirement: Candidates must be bondable under a fidelity bond policy (includes a criminal and credit check).
Closing Date: November 12th, 2026.
