The Client Relationship Manager (CRM) possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our ...
The Client Relationship Manager (CRM) possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our ...
The Senior Client Relationship Manager ("Sr. CRM") contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed/delivered in ...
The Senior Client Relationship Manager ("Sr. CRM") contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed/delivered in ...
Hybrid work options ` How you'll make an impact As a Senior Relationship Manager, you'll lead a complex portfolio of agriculture customers, building trusted, long-term partnerships and delivering ...
Hybrid work options ` How you'll make an impact As a Senior Relationship Manager, you'll lead a complex portfolio of agriculture customers, building trusted, long-term partnerships and delivering ...
This role is all about professional relationship management and delivering top-tier financial ... Provide an exceptional client experience by delivering superior business and financial advice
This role is all about professional relationship management and delivering top-tier financial ... Provide an exceptional client experience by delivering superior business and financial advice
Relationship building - Develop new client relationships through business development activities, leveraging referral sources, existing clients and centres of influence. Actively monitor and manage ...
Relationship building - Develop new client relationships through business development activities, leveraging referral sources, existing clients and centres of influence. Actively monitor and manage ...
Relationship building - Develop new client relationships through business development activities, leveraging referral sources, existing clients and centres of influence. Actively monitor and manage ...
Relationship building - Develop new client relationships through business development activities, leveraging referral sources, existing clients and centres of influence. Actively monitor and manage ...
Responsible for negotiating and structuring directly with the client to ensure equipment finance or ... Work closely with CRM / CSM to ensure lease structure is properly advised in credit submissions.
Responsible for negotiating and structuring directly with the client to ensure equipment finance or ... Work closely with CRM / CSM to ensure lease structure is properly advised in credit submissions.
Bring forward ideas and opportunities that can modernize delivery, improve client experience, and ... Has strong relationship management, facilitation, and stakeholder engagement skills * Iscomfortable ...
Bring forward ideas and opportunities that can modernize delivery, improve client experience, and ... Has strong relationship management, facilitation, and stakeholder engagement skills * Iscomfortable ...
A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration * Ability to create a market presence ...
A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration * Ability to create a market presence ...
A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration * Ability to create a market presence ...
A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration * Ability to create a market presence ...
A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration * Ability to create a market presence ...
A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration * Ability to create a market presence ...
Managing client relationships * Managing claims with clients and insurers * Travel as required to insurer, client or association events * Representing and promoting Acera Insurance to potential ...
Managing client relationships * Managing claims with clients and insurers * Travel as required to insurer, client or association events * Representing and promoting Acera Insurance to potential ...
Client Services Officer
CA$36K - CA$67K/yr
... client relationships. Ensures client problem resolution is prompt and effective, and that ... Supports change management of varying scope and type; tasks typically focused on execution and ...
Client Services Officer
CA$36K - CA$67K/yr
... client relationships. Ensures client problem resolution is prompt and effective, and that ... Supports change management of varying scope and type; tasks typically focused on execution and ...
Senior Retirement Consultant
Saskatoon, SK · On-site +1
What you'll do Client Relationship management: * Buildandmaintainexcellentrelationswithclientcontacts * Ensuretheteamprovidestop-qualityservicestoclients
Senior Retirement Consultant
Saskatoon, SK · On-site +1
What you'll do Client Relationship management: * Buildandmaintainexcellentrelationswithclientcontacts * Ensuretheteamprovidestop-qualityservicestoclients
Share responsibilities for office administration and support ongoing client relationship management to ensure operational continuity and client engagement. * Create and maintain client files ...
Share responsibilities for office administration and support ongoing client relationship management to ensure operational continuity and client engagement. * Create and maintain client files ...
Senior Retirement Consultant
Regina, SK · On-site +1
What you'll do Client Relationship management: * Buildandmaintainexcellentrelationswithclientcontacts * Ensuretheteamprovidestop-qualityservicestoclients
Senior Retirement Consultant
Regina, SK · On-site +1
What you'll do Client Relationship management: * Buildandmaintainexcellentrelationswithclientcontacts * Ensuretheteamprovidestop-qualityservicestoclients
Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs
Regina, SK · On-site
Share responsibilities for office administration and support ongoing client relationship management to ensure operational continuity and client engagement. * Create and maintain client files ...
Quick apply
Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs
Regina, SK · On-site
Share responsibilities for office administration and support ongoing client relationship management to ensure operational continuity and client engagement. * Create and maintain client files ...
Client Service Mgr I - Learning Specialist - 12 month contract
CA$39K - CA$74K/yr
Track requests and service details accurately in our case management and CRM systems * Support ... A client-first mindset and strong professionalism Great-to-haves * Post-secondary education in ...
Client Service Mgr I - Learning Specialist - 12 month contract
CA$39K - CA$74K/yr
Track requests and service details accurately in our case management and CRM systems * Support ... A client-first mindset and strong professionalism Great-to-haves * Post-secondary education in ...
... managing existing ... client relationships. This role involves understanding the client's business requirements and ...
... managing existing ... client relationships. This role involves understanding the client's business requirements and ...
Client Success & Growth Specialist Help Create Exceptional Customer Experiences We're seeking a ... Update and manage customer information using the company's CRM system. * Record customer ...
Client Success & Growth Specialist Help Create Exceptional Customer Experiences We're seeking a ... Update and manage customer information using the company's CRM system. * Record customer ...
Client Relationship Manager information
What is the difference between Client Relationship Manager vs Account Executive?
| Aspect | Client Relationship Manager | Account Executive |
|---|---|---|
| Primary Focus | Maintaining and strengthening client relationships | Acquiring new clients and closing sales |
| Work Environment | Ongoing client support, account management | Sales meetings, prospecting, negotiations |
| Required Skills | Communication, relationship-building, customer service | Sales techniques, negotiation, product knowledge |
| Industry Usage | Customer service, consulting, finance | Sales, marketing, advertising |
While both roles involve client interaction, the Client Relationship Manager focuses on nurturing existing accounts, whereas the Account Executive primarily aims to acquire new clients and drive sales. Understanding these differences helps organizations assign the right responsibilities and candidates for each position.
How does a Client Relationship Manager typically collaborate with sales and account management teams?
What are the key skills and qualifications needed to thrive as a Client Relationship Manager, and why are they important?
What does a Client Relationship Manager do?
Is an RM role stressful?
What Is a Client Relationship Manager?
A client relationship manager oversees the relations between a company and its clients. As a client relationship manager, your job duties involve establishing new relationships, maintaining current relationships, and developing strategies to enhance all communications. You often manage client services and help resolve all client complaints. You mostly communicate with clients by phone or email but are sometimes required to meet with them in person. Companies in almost all industries hire client relationship managers. It’s important to have some work experience in the organization’s specific industry.
How much is the salary of a relationship manager?
What is the role of a Client Relationship Manager?

Other
Posted 7 days ago
Job description
Requisition ID: 251797Â
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Client Relationship Manager (CRM) possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our clients. They are responsible for identifying prospects in target markets and managing a client portfolio of standard to moderate complexity. This includes developing robust sales pipelines, engaging in client planning activities with partners, conducting sales calls and qualifying opportunities based on client needs and a high level of due diligence. The role is specific to the Growth segment of Canadian Commercial Banking, which includes clients with annual sales between $5MM-$15MM and credit authorizations from $1MM-$5MM.Â
Is this role right for you? In this role, you will:Â
- Partner with Credit Solution Associate on credit portfolio for authorizations up to $5MM.Â
- Partnering with Service team to ensure satisfactory onboarding of clients.Â
- These clients will be both borrowing (under $5MM) and non-borrowing. Borrowing Clients typically have standard to moderate complexity financial solutions.Â
- Have a strong business development and communication skills to manage client, market and internal partner relationships.Â
- You will interact primarily with various internal partners which include Global Transaction Banking, Business Banking, Retail, Wealth Management, Global Banking and Markets, Cash Management Contact Centre, and could include other partners on occasion such as Global Risk Management, the Business Banking Operations, Enhanced Due Diligence Unit CRA, as well as the Canadian Commercial Banking Executive Office.Â
- Promote the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area.Â
- As the CRM you will be responsible for conducting sales planning activities, executing on business development strategies and building relationships with partners and both existing and new clients. Â Also responsible for initial analysis and continuing to work in collaboration with credit team on completion of credit applications.Â
Do you have the skills that will enable you to succeed in this role?Â
- If you have a strong proven experience pursuing a business development program within an assigned market area.Â
- Previous work experience of at least two to four years, within commercial banking, and business development.Â
- Have a proven record of strong sales/closing skills.Â
- Have a strong market network.Â
- Top notch negotiation skills.Â
- Good commercial credit skills.Â
- Strong knowledge of Bank's commercial lending and deposit products and services, and customer profitability model, to provide integrated financial solutions.Â
- Ability to travel within the assigned territory as well as having access to a vehicle.Â
What's in it for you?Â
- Be part of an over-all proven successful member of the Canadian Commercial Banking team. Â Ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team's business strategies and objectives.Â
- Be a champion with customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.Â
- Be a team of an environment that is fast paced and demanding and will at times require priorities to be re-adjusted to accommodate urgent requests.Â
- The ability to promote the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area.Â
- Build and maintain a market profile in the assigned market area with both internal and external contacts.Â
- Champions a high-performance environment and contributes to an inclusive work environment.Â
Open to Senior Client Relationship or Client Relationship Manager levels if open to the opportunity.
#CCBJobs2026
Location(s): Â Canada : Saskatchewan : Regina || Canada : Saskatchewan : SaskatoonÂ
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. Â
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
About Scotiabank
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Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US