Senior Relationship Manager

  • May 14, 2014

These competencies describe the required behaviours and expectations for the position:


Customer Experience

Undertakes a regular exchange of information with customers and/or co-workers for mutual benefit to build a network of trust. Manages these relationships on an ongoing basis to ensure alignment and efficiency of effort.


Makes well-thought-out modifications to systems or processes to improve both their impact and performance.

Learning and Innovation

Develops a cross-boundary approach to learning by gaining information from multiple sources and encourages this in others as a strategy for continual improvement. Adapts communication for different audiences.


Acknowledges both organizational and personal capacity to change, based on what is and is not possible or probable. Knows when to say no. Changes approach accordingly, even though this may entail considerable effort to meet the organization’s needs.

Solution Focus

Analyzes relationships among several parts of a problem or situation. Demonstrates resilience by developing personal tactics and techniques to deal with issues and changes encountered in resolving problems.

Teamwork and Partnership

Makes sure the practical needs of the team are met. Uses different leadership styles in response to the needs and goals of the team. 


Customer Business Sense

Develops an independent understanding of the possibilities, potential and risks associated with a customer’s business. Builds and sustains long-term partnerships with customers based on a thorough understanding of their businesses. Intuitively anticipates and responds to customers’ unexpressed, unarticulated business needs.

Identifying, Planning and Executing

Demonstrates a keen understanding of differences in relationships between individuals and groups. Develops and implements effective work plans and schedules for multiple undertakings that involve different groups. Effectively allocates work and is able to redirect resources quickly to meet changing priorities while managing competing tasks.

Judgment and Decision-making

Makes and supports or alters decisions based on the long-term implications to the customer and the organization. Is capable of developing, modifying or using different decision-making processes to positively impact multiple stakeholders.

Knowledge Sourcing and Sharing

Routinely shares knowledge – Actively spreads or shares agriculture and finance knowledge on products, services, processes, methods, trends, etc. with employees across the organization and with external audiences. Is committed to the success of others by transferring or distributing knowledge to others. Contributes to knowledge sharing systems and collaborates readily. Is frequently referred to by colleagues.

Product, Service and Solutions Focus

Understands the agricultural marketplace and its financial products and services. Uses knowledge to add value to the customer relationship, create solutions and extend business through a consultative approach.

Relationship Building

Develops and nurtures contacts with individuals or groups in different parts of the organization or beyond the organization. Establishes broad-based relationships, networks or groups to facilitate opportunities to discuss and share information.