Kawartha Financial Services

Account Manager

• Apply relationship selling and relationship management principles and techniques as a trusted advisor to local commercial and agricultural producers, business members and prospects
• Provide complete financial solutions for business and personal banking needs
• Manage risk for the commercial loan portfolio and ensure quality of information, analysis, profitability and credit recommendations
• Develop business and community involvement strategies to protect and expand profitable commercial and agriculture business
• Engage in the local agriculture and business community to build visibility and foster new business opportunities
• Attend industry events, networking groups and local business associations
• Liaise with professional service providers including Central 1, lawyers, real estate appraisers, credit reporting/collection agencies and insurers
• Collaborate with Credit Union branch and department personnel to identify and meet member needs
• Retain and expand commercial and agricultural relationships to achieve portfolio retention, sales, service and profitability objectives
• Complete annual credit reviews according to policy and coordinate financial information with the Commercial Credit Funding Department
• Analyze information to assess risk and develop action plans to minimize Credit Union exposure
• Identify commercial and retail opportunities
• Review pricing and submit renewal recommendations for approval
• Visit clients at least annually to ensure loan security is protected

Explore Commercial Account Manager – Agriculture at Kawartha Financial Services. Review requirements and application details.