Account Manager, Business Services

FirstOntario Credit Union; Woodstock; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a passionate Account Manager for Business Services. In this dynamic role, you will deliver exceptional service to Business Members while fostering community connections. You will implement effective sales strategies, identify growth opportunities, and actively engage with local business associations. The ideal candidate will have strong business acumen and experience in Business Banking, ready to thrive in a flexible work environment. Join a forward-thinking organization that values diversity and inclusion, and make a meaningful impact in the community.

Benefits

Competitive compensation packages

Top-tier health and wellness benefits

Yearly Personal Spending Account

Enhanced mental health benefits

Pension Plan

Flex-work environment

Employee Volunteer program

Employee and Family Assistance Program

Up to $1000 per year towards professional development

Qualifications

• 4-6 years experience in Business/Commercial Banking or related fields.
• Strong business acumen and sales management skills.

Responsibilities

• Deliver exceptional service to Business Members and grow community presence.
• Implement sales strategies and build a network for new business opportunities.

Skills

Business Acumen

Sales Management

Networking

Customer Relationship Management

Education

Post-secondary diploma or degree in Business Administration

Equivalent industry experience

Tools

Banking Policies and Procedures

Job description

Why FirstOntario?

• Competitive compensation packages
• Top-tier health and wellness benefits, including comprehensive benefits packages and a yearly Personal Spending Account
• Enhanced mental health benefits through SunLife and TELUS Health
• Exclusive banking benefits
• Up to $1000 per year towards professional development
• Pension Plan
• Flex-work environment
• Company-wide Employee Volunteer program (Blue Wave Program)
• Employee and Family Assistance Program

Job Overview

The Account Manager, Business Services is accountable for delivering unforgettable service to existing and new Business Members while embedding FirstOntario Business into the community to become the business lender of choice.

Primary Duties and Responsibilities

• Passionately put into action a disciplined sales and service leadership plan and processes that make your business results soar and share successes with the team
• Identify areas of opportunity within sales targets in a timely manner and implement action plans
• Effectively use campaigns developed by business partners to achieve annual financial targets
• Proactively build your network while using effective prospecting strategies to attract new business opportunities
• Be actively involved in the local business community by joining various local business associations and attending/representing FirstOntario at business lunches and dinners which can occur outside office hours

Job Specifications and Technical Requirements

• Have a post-secondary diploma or degree in Business Administration, Commerce and/or Economics or the equivalent of industry experience
• Have a strong business acumen from your 4-6 years' tenure in Business/Commercial Banking/Retail/Small Business or experience from other Member facing and/or Credit adjudication roles
• Relish in the opportunity to meet new people, develop meaningful business relationships, and leverage valuable centres of influence within the community
• Have sound experience with day-to-day banking policies and procedures including but not limited to cash custody, safeguarding, and clearing
• Demonstrate your sales management skills in setting and monitoring sales targets, plans, pipelines, and activities
• Be aware of and mitigate enterprise risk factors and ensure compliance with applicable regulations, legislation, and FirstOntario policies and procedures
• Be willing to work flexible hours including evenings and weekends as the job demands and travel to meet your members' needs

Interested in this role, but don't meet every requirement? We encourage you to apply! We know from experience that a candidate doesn't need 100% of the qualifications listed to bring incredible value to our team. We're actively seeking diverse backgrounds and perspectives to help make FirstOntario better. At FirstOntario, inclusion, diversity, and equity aren't just "nice to have" - they're essential to our success.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.