Jean Francois
Summary
Business Banking/Commercial Relationship Manager
SUMMARY
Solutions-focused, detail orientated, motivated Commercial Relationship Manager professional
with extensive project coordination, team leadership, sales management, and multi-tasking
expertise; specializing in the financial sector and service based organizations. Builds valuable
relationships and establishes an extensive network in the market with professional service
organizations, centers of influence, high net worth clients, and community leaders.
Overview
14
14
years of professional experience
Work History
Commercial Relationship Manager
ScotiaBank
01.2015 - Current
- Networked with centers of influence to generate new commercial banking clients
- Managed portfolio of bank customers to maintain and expand existing relationships
- Generated and close loan requests in excess of $2,000,000 monthly objective
- Prospected for new banking relationships with loan requests up to $15,500,000
- Developed relationships with banks to participate out portion of larger loan requests
- Managed a portfolio of Business Member Loans ranging from $10,000 to $2.5 million
- Underwrote all business and managed for compliance with NCLA Regulations
- Oversaw conversion of all business loan files from paper to electronic files.
Business Banking Relationship Manager
CIBC
01.2011 - 01.2015
- Review, analyze and structure commercial real estate loans, including multi-family, office and
- Industrial
- Manage a loan portfolio of $50MM to $65MM while continually soliciting new business to grow the portfolio
- Communicates with various departments in the bank to develop solutions that are mutually beneficial to the client and the bank
- Developed new clients from the ground up by excelling in prospecting efforts and by networking to grow deposit relationships from 5 million to 10
- Targeted specific businesses to meet and exceed business development goals for deposit growth, business loans and new bank relationships Surpassed
- WI Commercial Relationship Manager Managed commercial banking relationships; including financial analysis, negotiation of loan terms and
- Responsible for being a liaison from the bank to the community.
Education
Bachelor of Business Administration -
Certificate of Business Analyst -
Skills
- Requirement gathering & Technical Skills
- Creative Thinking, Problem-Solving, Communication, Negotiation, Sales and marketing Financial Management , Strategic Planning, Management , Public Relations , Industry knowledge Analytical, Leadership, Customer service Moody’s Risk Analysis, Salesforce, Powerpoint, Word, Excel, Outlook
Timeline
Commercial Relationship Manager
ScotiaBank
01.2015 - Current
Business Banking Relationship Manager
CIBC
01.2011 - 01.2015
Bachelor of Business Administration -
Certificate of Business Analyst -
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