Commercial Account Manager, Credit Union Atlantic

Credit Union Atlantic is a locally owned financial institution serving the needs of individuals and businesses in the Halifax Regional Municipality. With over 18,000 members, Credit Union Atlantic is the largest credit union in Atlantic Canada and has eight locations in the Halifax Regional Municipality. Our success is the result of the quality of our employees who are committed to exceptional customer service and team orientation. Within our service delivery model, a dedicated commercial financial services team provides financing expertise and advice to business members. CUA has a clear mandate for growth within the HRM commercial market and as part of our growth strategy; we are looking to expand our current staff complement with the following position:

Commercial Account Manager

Reporting to Director of Commercial Services, the Commercial Account Manager is responsible for the management and quality of the assigned commercial loan portfolio. Applying sound judgment, she/he is accountable to manage and grow the small and medium sized business banking market by providing exceptional commercial member advice on a broad range of business banking products. The Commercial Account Manager is responsible for developing new member connections as well as expanding existing relationships which include cross-selling of the suite of CUA products and services, both within commercial and personal banking. Ultimately responsible for end-to-end commercial accounts, from business generation, credit management, application preparation and ongoing account management.


As the successful candidate, you are an experienced commercial lender with an ability to establish and maintain strong business/client relationships which include servicing and anticipating the commercial clients’ banking needs. You possess a proven track record of delivering solid financial advice and solutions for commercial clients. You excel at opportunity spotting and deliver high levels of client satisfaction. You possess a comprehensive knowledge of the financial services industry, and a solid understanding of the Credit Union System is considered an asset.


  • Possess an undergraduate degree with an emphasis on Business or Commerce
  • 7-5 years of progressive branch/banking experience, with 3-5 years focusing primarily within commercial lending
  • Experience with Loan Origination Systems and electronic banking platforms, along with MS Office Suite
  • A proven track record of business development within the commercial banking sector
  • CA, CGA, CMA or MBA designation would also be considered an asset

This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.

Closing date for this opportunity is November 21, 2014

Method of Applying: Please apply by submitting a resume to We thank everyone for their interest; however only those considered for an interview will be contacted. Thank you for your interest in joining the CUA team!