Accounting & Finance

Senior Commercial Lending Relationship Manager

Beem Credit Union

Kelowna · Regional District Of Central Okanagan · Canada

Lead complex commercial lending portfolios with Beem Credit Union from its Kelowna Hub, using advanced credit analysis and financial modeling.

As a Senior Commercial Relationship Manager, you will drive commercial banking growth across complex, higher-volume accounts. You will manage portfolio performance, pursue high-value opportunities, and support profitability through disciplined credit and risk practices. The position also includes informal coaching for relationship managers.

Key Responsibilities:

  • Manage complex commercial accounts while ensuring operational efficiency and compliance
  • Monitor portfolio performance and mitigate credit risk
  • Develop strategies for elevated sales targets and portfolio growth
  • Prepare credit proposals using financial modeling and risk strategies
  • Coach relationship managers and support team capability building

Requirements:

  • Six-plus years of commercial lending experience
  • Proven success managing complex commercial portfolios
  • Advanced credit structuring and risk analysis knowledge
  • Strong leadership and interpersonal skills
  • Demonstrated ability to exceed sales targets

Bring commercial lending, portfolio leadership, and credit expertise to Beem’s hybrid Kelowna-based banking growth team with frequent travel.

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Reference: WJ-4483_1423853

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