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Job Title


Manager, Financing Solutions (Hybrid)


Company : National Bank


Location : Kelowna, Regional District of Central O


Created : 2025-10-19


Job Type : Full Time


Job Description

Your Role Client-Focused Expertise: Collaborate with internal teams and clients to deliver customized equipment financing solutions tailored to complex business needs. Participate in client meetings to provide expert guidance on structuring and recommending credit solutions. Build strong relationships with franchised clients and internal teams to identify opportunities for crossselling and portfolio growth. Advanced Financial Analysis & Risk Management: Conduct rigorous financial assessments and recommend credit structures aligned with NBCs risk appetite and lending policies. Review and analyze loan applications for mediumtolarge and complex clients, ensuring accuracy, compliance, and adherence to NBCs underwriting standards. Proactively manage loan portfolios, maintaining data integrity, exposure limits, and portfolio quality while mitigating risks. Strategic Collaboration: Work closely with the OneEquipment team and other commercial branches to achieve shared goals and contribute to NBCs growth strategy. Mentor and support junior analysts, sharing expertise to foster a highperforming, knowledgedriven environment. Continuously monitor industry trends, ensuring NBC remains competitive in the equipment financing market. Your Team In this dynamic role, youll act as a trusted advisor to EFG business lines and commercial teams across NBCs footprint, providing specialized expertise in equipment financing solutions. Reporting to the AVP, Corporate Underwriter, youll combine your industrial lending experience, credit structuring acumen, and risk management skills to support business development, client service, and loan structuring initiatives. While there are no direct reports, youll serve as a mentor and coach, sharing your knowledge with Junior Credit Analysts and Business Development Managers, as well as NBC commercial teams needing specialist guidance in equipment financing and leasing. Prerequisites Skills & Expertise: Extensive experience in financial analysis, credit adjudication, and risk management for complex transactions. Strong interpersonal and relationshipbuilding skills, with the ability to influence outcomes and deliver exceptional client experiences. Detailoriented with the ability to manage multiple priorities and adapt to changing circumstances. Qualifications: 57 years of experience in financial services, particularly in commercial lending, equipment financing, or credit adjudication. Proficiency in business development and needsbased client solutions. Personal Attributes: Entrepreneurial spirit with a strategic mindset and collaborative approach. Resultsdriven with a positive attitude and the ability to thrive in a dynamic environment. Committed to ethical practices, integrity, and fostering trust in all professional relationships. Be Part of a Bold New Chapter As we transition from Canadian Western Bank (CWB) to National Bank of Canada (NBC), were looking for talented individuals to join us on this exciting journey. While youll begin your role at a CWB location, youll be part of a forwardthinking team preparing for a seamless move to NBC. Languages: English. Benefits Health and wellness program, including many options. Flexible group insurance. Generous pension plan. Employee Share Ownership Plan. Employee and Family Assistance Program. Preferential banking services. Opportunities to get involved in community initiatives. Telemedicine service. Virtual sleep clinic. #J-18808-Ljbffr