RELATIONSHIP SUPERVISOR

Leading the team to ensure that all targets in the credit department are met while still meeting all regulatory requirements.

Duties and Responsibilities

• Maintain a highly motivated and well-trained staff. Supervise staff to ensure regular, high standard of performance and engagement.
• Complete performance reviews for all assigned team members within required timeframes.
• Approve the annual review of client files for regulatory purposes.
• Achieve and maintain a high standard of performance through attaining assigned annual loan targets.
• Co-ordinate and execute loan promotions.
• Perform all duties as required in the underwriting and approval of loans/leases including:

• Preparing loan/lease applications and closing loan documents.
• Interviewing loan applicants.
• Preparing approval and commitment letters
• Verifying the accuracy of loan amounts and repayment terms.
• Approve loan disbursements.
• Conducting site visits as required

• May be required to sign cheques as an approved cheque signatory.
• May be required to sign off on incoming and outgoing security documents.
• Follow up with attorneys on outstanding legal matters.
• Assist the Team Lead in responding to and addressing any concerns identified in regulatory reports.  
• Prepares reports as required by the Team Lead including Commitment report.
• Maintain and develop existing relationships with customers as well as actively seek out new business.
• Act as departmental liaison with regulators, external and internal auditors and Group assurance functions where required.
• Act as departmental representative at meetings with internal and external stakeholders and customers where required.
• Sells/cross sells the organisation’s products and services. Identify referral opportunities and make relevant referrals to assist the branch to meet its objectives.
• Any other duties ancillary or related to the foregoing.

Qualifications and Experience

• Bachelor’s Degree in Finance or Accounting OR at least 5 years banking experience in a Credit department as a Loans Officer
• Supervisory experience would be an asset

 Knowledge/Skills and Abilities

• Good Interpersonal skills
• Excellent Customer Service Skills
• Ability to Multi-task
• Advanced Microsoft Office skills with specific focus on Word & Excel

Working Conditions

• Working conditions are normal for an office environment.
• Work may require occasional weekends and/or evening work

Contacts 

• Internal and External Customers
• Auditors
• Regulators
• Management
• Vendors
• Governmental Institutions