Peace Hills Trust

Kelowna / Westbank, BC

open

 

Established in 1980, Peace Hills Trust (PHT) Company is Canada’s first and largest federally regulated First Nation Trust Company serving the financial needs of private, public, First Nations, and indigenous corporations, institutions and associations. Peace Hills Trust is wholly owned by the Samson Cree Nation of Maskwacis, Alberta.

Peace Hills Trust provides financial services across Canada through its network of 8 Regional Offices. Financial services include a full scope of lending instruments, deposit and investment accounts and electronic services for both commercial and personal needs.

THE OPPORTUNITY

Located in Westbank (Kelowna), British Columbia, the Regional Manager will report directly to the Vice President of Credit and oversee the staff and operations of the Westbank Branch Office.  The Regional Manager will develop and grow a portfolio of commercial banking / lending clients by proactively building on existing relationships and develop new business opportunities ensuring clients’ financial needs are being met at the highest level.  The Regional Manager will become a financial partner, a true champion for clients’ businesses, committed to delivering flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals.

KEY ACCOUNTABILITIES and RESPONSIBILITIES

  • Build and develop PHT service offerings within and throughout the Westbank, Kelowna, and Okanagan region of British Columbia.
  • Cultivate relationships toward the goal of achieving awareness, realizing business opportunities, and helping build long-term viability for PHT.
  • Meet with existing customers and create opportunities to introduce new borrowers to PHT.
  • Provide customized financing solutions that benefit both the customer and the PHT.
  • Source, develop and grow profitable opportunities for both new and existing relationships with indigenous and non-indigenous clients and customers.
  • Oversee, mentor, support and help develop your staff into a productive effective team.
  • Achieve asset growth and targets for the region.
  • Actively network with influencers and key contacts.
  • Fully understand all Company products, services, policies and procedures.
  • Actively sell and support the company’s complete product and service offerings to new and existing indigenous and non-indigenous clients and customers.
  • Maintain communications with staff and Corporate office to ensure continuity in service delivery, and where necessary, enlist their support.
  • Develop a realistic and adaptable sales plan and implement it.
  • Identify, negotiate and present high quality credit proposals.
  • Ensure compliance with Proceeds of Crime (Money Laundering) and Terrorist Financing legislation.
  • Ensure the management and maintenance of client information and files.
  • Provide information and reports to Corporate Credit and the Regional office as required, and collaborate on new opportunities.

EDUCATION and EXPERIENCE

  • Ideally a post secondary education in business, economics, finance, or equivalent.
  • 7+ years in commercial underwriting within a financial institution.
  • Good understanding of commercial lending services and financial instruments.
  • Credit skills including assessment of risk and financial analysis, credit structuring / solutions and presenting the deal.
  • Understanding of residential mortgages, commercial real estate, First Nations business, commercial loans and lines of credit.
  • Mature communication and interpersonal skills.
  • Prior people management experience in an office setting.
  • Direct experience with First Nations would be an asset.
  • Proven sales, prospecting, and client development skills.

QUALITIES AND ATTRIBUTES

  • Respectful and professional.
  • Mature business and financial acumen.
  • Ability to prospect and develop a “book of business”.
  • Resourceful, intuitive, and entrepreneurial.
  • Ability to work with, manage and develop a team.
  • Capacity to assess financial risk; analytical & financial analysis skills.
  • Effective attention to detail and a high degree of accuracy.
  • High level of integrity and accountability.
  • Must be able to travel

COMPENSATION

A competitive compensation package will be provided including annual base salary commensurate upon experience and skills, benefits, and a bonus structure.

FOR FURTHER INFORMATION OR TO APPLY PLEASE CONTACT:

Ken Glover, Partner
HumanEdge
Suite 3400, Manulife Place
10180 101 Street NW
Edmonton, AB T5J 3S4
Email: ken.glover@humanedgeglobal.com