Senior Commercial Relationship Manager in Kelowna

Beem Credit Union is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first service. Our mission is clear: financial wellness for all. We help British Columbians achieve their goals through personalized advice, innovative technology, and genuine human connection. As one of BC’s largest credit unions, we serve over 200,000 members across 66 branches with $18 billion in assets under administration.

The Senior Commercial Relationship Manager plays a strategic role in driving Beem’s commercial banking growth. This position manages a portfolio of more complex accounts with higher volume, ensuring operational efficiency and superior service delivery. The role leads business development initiatives, ensures portfolio profitability, and provides informal coaching to team members, leveraging exceptional interpersonal skills to foster collaboration and growth. This role is open to hybrid working arrangements working out of our Kelowna Hub and will require frequent travel.

What you’ll do:

• Manage a portfolio of complex commercial accounts with higher volume, ensuring operational efficiency and compliance.
• Monitor portfolio performance and implement strategies to maintain credit quality and mitigate risk.
• Ensure timely execution of transactions and adherence to Beem’s credit framework.
• Business Development & Growth
• Develop and execute strategies to achieve elevated sales targets and portfolio growth.
• Proactively identify and pursue high-value commercial opportunities.
• Represent Beem at industry events to strengthen brand presence and attract new clients.
• Conduct advanced credit analysis and risk assessments for complex lending opportunities.
• Prepare and present detailed credit proposals with financial modeling and risk mitigation strategies.
• Ensure compliance with Beem’s credit and risk framework while maintaining portfolio quality.
• Leadership & Team Development
• Provide guidance and informal coaching to relationship managers, fostering a culture of collaboration and performance.
• Exhibit superior interpersonal skills to build strong internal and external relationships.
• Support training initiatives and contribute to team capability building.

What you'll bring:

• Bachelor’s Degree in Business, Finance, or related field is considered an asset.
• 6+ years of experience in commercial lending with proven success in managing complex portfolios.
• Strong leadership and interpersonal skills with experience in informal coaching.
• Advanced knowledge of credit structuring, risk analysis, and financial modeling.
• Demonstrated ability to achieve and exceed sales targets.

Total Rewards:

• Compensation: Annual salary range of $92,200 – $115,200, with pay based on your skills and experience, and performance bonuses tied to shared goals.
• Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage.
• Time Away: Vacation and personal days to rest, recharge, and manage life outside of work.
• Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions.
• Beem Member Perks: Free banking accounts, special mortgage and lending rates, and preferred financial perks.

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

• Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
• Own It: You are ready to take charge, drive change, and deliver outstanding results.
• Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
• Driven by Curiosity: You are eager to explore, learn, and shape the future.

Ready to join? Visit us at www.beemcreditunion.ca to learn more about what it’s like to work for Beem Credit Union!

We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview. We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team. Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.