Commercial Manager, Sales Support team
Indexed description
A career as a Commercial Manager, Sales Support team Team within Commercial Banking at National Bank means
leading Account Representative teams responsible for commercial financing,
transactional services, client onboarding, and investment-related activities.
This role plays a critical part in ensuring
operational excellence, strong risk management, and a high-quality client
experience through effective leadership, sound judgment, and continuous
improvement. The Commercial Manager provides consistent oversight across the
full Account Representative mandate, enabling scale, standardization, and
strong execution across regions.
Your role :
- 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 - Investment-related processing and
support - Provide
coaching, guidance, and escalation management across all AR
responsibilities, ensuring balanced coverage and end‑to‑end accountability - 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 that strengthen technical expertise, product
knowledge, and risk awareness across the full AR mandate - Monitor
team capacity and ensure timely, accurate case management within CRM and
operational systems
Operational
Oversight & Risk Control :
- Ensure
accurate execution of Account Representative responsibilities, including: - Account
openings (ICOP, cross‑border banking, overnight rate facilities) - Online
banking and cash management setups - Credit
facility setup and processing, including investment products - Commercial
financing activities, including derivatives (SWAPs), risk replacement
lines, and Letters of Credit - Validate
documentation quality and audit readiness across ICOP, Unison, Oscar, and
CRM platforms - Implement
appropriate risk controls and manage escalations with clients and internal
partners - Ensure
adherence to internal policies, procedures, and operational standards
Strategic
Alignment & Continuous Improvement :
- Collaborate
with Sr Commercial Manager to align team objectives with organizational
and regional priorities - Drive
process optimization, standardization, and change management initiatives
across the Account Representative function - 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
Compliance
& Governance :
- 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
Client
Service & Escalation Management :
- 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
Your team:
You will
report to the Senior
Commercial Manager (British Columbia).
You will lead an Account Representative team with
end‑to‑end responsibility across financing, transactional, onboarding, and
investment activities, ensuring consistent execution and strong collaboration
across Commercial Banking.
Basic
requirements :
- 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
- 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
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search