Regional Business Manager
EQ Bank | Equitable Bank
full-time
Posted on:
Location Type: Hybrid
Location: Edmonton • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
Tableau
About the role
- The RBM must be highly organized and self-directed, managing and reporting on sales and market activities through broker visits and industry networking events.
- Develop and maintain a Key Account list of 15-20 brokerages within a defined region, updated annually based on business volume.
- Conduct quarterly meetings with key accounts to review their volumes and funding ratios.
- Assist brokers with deals in the pipeline or those who are unresponsive, fostering stronger relationships.
- Documenting feedback from weekly meetings in the CRM and analyzing efficiency ratios from Tableau to identify and address current trends.
- Spend at least four days per week out of the office, making proactive sales calls to generate new business and visiting existing brokers to provide updates on product enhancements, services, and promotional materials.
- Schedule a minimum of 15 broker meetings weekly, documenting discussions and feedback in the CRM.
- Interact with the credit team bi-weekly (monthly if remote) to gain insights into the quality of business submitted by specific brokerages.
- Provide mid-level analysis to enhance business development functions.
- Attend major industry events to increase company visibility.
- Monitor and report on any changes to competitor programs and discuss competitor products with brokers.
Requirements
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint).
- Previous sales and/or underwriting experience in the industry.
- Self-directed and highly organized with the ability to multi-task.
- Valid driver’s license and a clean driving record.
- Completion of a college or equivalent post-secondary degree.
- At least 5 years of industry-related experience.
- Outstanding interpersonal skills.
Benefits
- Competitive discretionary bonus
- Market leading RRSP match program
- Medical, dental, vision, life, and disability benefits
- Employee Share Purchase Plan
- Maternity/Parental top-up while you care for your little one
- Generous vacation policy and personal days
- Virtual events to connect with your fellow colleagues
- Annual professional development allowance and a comprehensive Career Development program
- A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales experienceunderwriting experienceCRM documentationTableau analysisbusiness development analysismulti-taskingbroker relationship management
Soft skills
strong written communicationstrong verbal communicationself-directedhighly organizedoutstanding interpersonal skills
Certifications
valid driver’s license