POSITION OVERVIEWWe are accepting applications for a growth-minded
SeniorCommercial Account Manager, Mid-Market with proven experience serving sophisticated commercial clients and owner-managed businesses. In this role, you will partner with entrepreneurs, shareholders, and senior executives to provide customized financing and advisory solutions that support strategic growth initiatives.
The portfolio typically includes businesses with annual revenues of
$10MM to $50MM, including organizations with holding companies, multiple operating entities, complex ownership structures, and evolving financing requirements.
CHALLENGES TO BE MET- Develop and grow a portfolio of commercial and mid-market clients.
- Identify, source, and close new business opportunities within the local market.
- Build trusted relationships with business owners, shareholders, and executive leadership teams.
- Analyze financial statements, assess credit risk, and recommend appropriate financing structures.
- Structure and deliver financing solutions that support growth, acquisitions, succession planning, and other business objectives.
- Manage complex client situations involving multiple stakeholders, operating companies, and borrowing entities.
- Collaborate with internal specialists and partners to deliver integrated financing and advisory solutions.
- Contribute directly to the growth and success of Canadian entrepreneurs while maintaining sound risk management practices.
Role ContextThis is not an entry-level or small business banking opportunity. We are seeking a seasoned commercial banking professional with experience supporting upper commercial and mid-market clients in complex lending environments. Candidates with demonstrated expertise in financial analysis, commercial credit structuring, relationship management, and business development within sophisticated commercial portfolios will be strongly preferred.
WHAT WE ARE LOOKING FOR- Bachelor's degree in Commerce, Business Administration, Finance, Accounting, Economics, or a related field.
- Experience managing commercial banking relationships for businesses with annual revenues exceeding $10 million.
- Experience supporting upper commercial and/or mid-market clients within a commercial banking environment.
- Experience conducting financial analysis, credit assessment, and commercial risk evaluation.
- Experience structuring commercial lending facilities and financing solutions.
- Experience working with clients that have multiple entities, holding company structures, or complex ownership arrangements.
- Demonstrated business development experience, including prospecting, relationship building, and acquisition of new commercial clients.
- Experience advising business owners, shareholders, and senior executives on financing strategies.
- Ability to manage complex client relationships involving multiple decision-makers and stakeholders.
- Strong verbal and written communication skills.
Preferred qualifications- Experience managing commercial portfolios in the $10 million to $50 million+ revenue segment.
- Experience with acquisition financing, syndicated lending, succession planning, or growth financing.
- Established network within the local commercial business community.
- Advanced knowledge of commercial credit adjudication and risk management.
- Professional designation such as CPA, CFA, CBV, or equivalent financial credential.
- Experience working with owner-managed businesses across multiple industries.
- Proven track record of exceeding commercial business development objectives.
