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Description

This role involves leading teams of Account Representatives responsible for commercial financing, transactional services, client onboarding, and investment activities within Commercial Banking. The manager will ensure operational excellence, effective risk management, and a high-quality client experience through strong leadership, sound judgment, and continuous improvement, providing consistent oversight across various account representative mandates.

What We're Looking For

Lead and manage a team of Account Representatives and Senior Account Representatives responsible for commercial financing activities, transactional and cash management services, client onboarding and account opening, and investment-related processing and support.,Provide coaching, guidance, and escalation management across all Account Representative responsibilities.,Oversee daily operations and workload distribution to ensure service level commitments, quality standards, and turnaround times are met.,Conduct one-on-one meetings, coaching sessions, and annual performance reviews.,Design and deliver training programs to strengthen technical expertise, product knowledge, and risk awareness.,Monitor team capacity and ensure timely, accurate case management within CRM and operational systems.,Ensure accurate execution of Account Representative responsibilities, including account openings, online banking and cash management setups, credit facility setup and processing, and commercial financing activities.,Validate documentation quality and audit readiness across relevant platforms.,Implement appropriate risk controls and manage escalations with clients and internal partners.,Ensure adherence to internal policies, procedures, and operational standards.,Collaborate with Senior Commercial Manager to align team objectives with organizational and regional priorities.,Drive process optimization, standardization, and change management initiatives.,Identify trends, risks, and opportunities to improve efficiency, quality, and client experience.,Support continuous improvement initiatives that reduce rework, improve cycle times, and strengthen controls.,Oversee adherence to regulatory requirements and internal governance standards.,Review compliance issues, manage exceptions, and ensure timely resolution.,Monitor margining, covenant tracking, and exceptional activity reporting in partnership with internal stakeholders.,Act as the primary escalation point for complex client, operational, and risk-related issues.,Contribute to a consistent, high-quality client experience across all AR-supported activities.

Ideal Candidate

Bachelor's degree in Business, Finance, or a related field,7–10 years of banking experience, including a minimum of 3 years in a leadership role,Strong knowledge of commercial banking operations, including commercial financing, transactional services, client onboarding, and investment-related processing,Demonstrated experience coaching, developing, and engaging high-performing teams,Experience managing operational risk, compliance, and audit readiness,Proven ability to prioritize work, manage volume, and lead teams in a dynamic environment

Minimum Education

Bachelor's Degree

Hard Skills

Commercial financing
Transactional services
Client onboarding
Investment-related processing
Operational risk management
Compliance management
Audit readiness
Credit facility setup
Cash management setup

Soft Skills

Critical Thinking
Diversity & Inclusion
Emotional Intelligence
Problem Solving
Risk Management
Stress Management
Client-focused
Decision Making
Learning Agility
Mobilization
Partner Development
Resiliency
Strategy Execution
Managerial Courage

Benefits

Health and wellness program
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic

Also Available At

About the Company

N

National Bank of Canada

National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.

Entrepreneurial
Inclusive
People-centric
Agile
Impactful
View all jobs at National Bank of Canada

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