Commercial Account Manager at OMISTA Credit Union

Job Title: Commercial Account Manager
Company Name: OMISTA Credit Union
Location: Moncton, NB (Remote options available)
Job Type: Full-time / Permanent

Job Summary:
OMISTA Credit Union is seeking a dynamic and relationship-driven Commercial Account Manager to join our Commercial Team. In this role, you will manage a portfolio of commercial, agricultural, and small business members, providing tailored financial solutions and building long-term partnerships. Your passion for business development and commitment to member success will be key to driving growth within our commercial portfolio.

Key Responsibilities:

• Manage and grow a portfolio of commercial, agricultural, and small business accounts by understanding members' business needs and offering customized financial solutions.
• Proactively identify new business opportunities and cultivate relationships with potential members.
• Conduct in-depth financial analysis to assess risk and make informed recommendations on credit applications, including term loans, lines of credit, and mortgages.
• Complete loan applications and related documentation while adhering to regulations and Credit Union procedures.
• Collaborate with internal teams to ensure seamless delivery of service to business members.
• Monitor loan performance and conduct annual reviews to ensure continued suitability of products and risk management.
• Maintain a deep understanding of local market trends, business sectors, and economic factors affecting the commercial lending environment.
• Represent the Credit Union at business networking events and in the community to promote our brand and services.

Required Qualifications:

• Advanced understanding of credit analysis, commercial lending practices, and financial statements.
• Proven ability to develop strong relationships with business clients and provide value-added financial advice.
• Excellent communication, negotiation, and interpersonal skills.
• Strong organizational skills with the ability to manage competing priorities and deadlines.
• Strong knowledge of Credit Union and competitors' products and services.

Preferred Qualifications:

• Four (4) years of post-secondary education in a business program, plus a minimum of three (3) years of lending experience, or an equivalent combination of education and experience.

Salary and Benefits:

• Matched Pension (2-7%)
• Health & Dental Cost Flex (75%/25%)
• Employee Development Opportunities
• Employee Pricing on Accounts
• Minimum 3 weeks' Vacation & Paid Sick Days
• Short-Term Disability (STD), Long-Term Disability (LTD), Life Insurance, Critical Illness
• Wellness Credit and more!

Application Process:

• Application Deadline: April 22, 2025
• Application ID: 2025-CAM-05
• Email resume to: careers@omista.com
• For more information and to apply, visit: OMISTA Credit Union Application

OMISTA Credit Union is committed to employment equity and diversity in the workplace and welcomes applicants from diverse backgrounds. We appreciate your interest in OMISTA; however, only those being short-listed for an interview will be contacted.