Regional Director, Specialized Lending
RemoteCanada
Job Summary
Serve as the face for Manulife Life Bank's specialized lending team in an assigned territory, actively promoting and providing solutions support for specialized lending products in direct collaboration with Financial Advisors. Present complete packages to underwriting that demonstrate knowledge of the transaction, the advisor's financial strategy, and the client's business. Contribute to business development activities through phone, electronic, and face-to-face presentations while maintaining a regular advisor contact program to ensure effective management and expansion of each relationship. Act as a conduit for feedback from the field by relaying ideas for improving existing products and services.
Required Qualifications
- Excellent consultative sales capability, including prospecting, fact-finding, presenting solutions, closing, and servicing skills
- 10 or more years of business or commercial banking experience
- Strong ability to read and assess corporate financial statements against bank policies
- Highly organized and self-disciplined
- Excellent written and oral communication skills
- Excellent negotiation skills
- Seasoned presentation skills across various formats
- Working knowledge of permanent life insurance
- Aptitude for learning and utilizing technology for business purposes
- Solid financial services and banking industry knowledge
- Ability to travel throughout the assigned territory
- Ability to handle multiple tasks spanning diverse areas of responsibility in a thorough and expeditious manner by effectively organizing and prioritizing workflows
- Experience working with and coordinating bank initiatives across multiple distribution channels, as well as working directly with advisors, professionals, and clients
- Ability to assess the likelihood of the bank's participation in a lending proposal following preliminary review and analysis
- Experience working closely with Manulife Private Wealth, Retail, Insurance, and Securities partners to foster a One Team approach for advisor partners
Desired Qualifications
- Bilingualism (English and French) is an asset
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