Account Manager, Commercial Banking

National Bank of Canada; Saint-Jean-sur-Richelieu; Sur place; CAD 70 000 - 100 000; Plein temps

Résumé du poste

National Bank of Canada is seeking an Account Manager to grow a portfolio of commercial clients in the Montérégie region. You will identify opportunities, develop business strategies, and tailor financial solutions to help clients achieve their objectives.

Reporting to a Regional VP, you will work with a team of professionals in Commercial & Wealth Management 1859 sector, covering Saint-Jean-sur-Richelieu and surrounding areas.

Qualifications

• Based on your academic background, at least 4 to 8 years' experience in sales and business development within the financial industry.
• University certificate and 8 years' experience
• Bachelor's degree and 6 years' experience
• Master's degree and 4 years' experience
• Experience in sales and business development
• Experience in analysis of financial statements

Responsabilités

• Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies.
• Help your clients attain their business objectives by proposing financial strategies based on the most suitable combination of Bank products and services.
• Meet clients' changing needs by adapting and optimizing financial products and advice/approaches.
• Negotiate the terms and conditions of agreements with clients, while making sure that they meet risk management standards and profitability criteria.
• Draw up business development plans.
• Assist the Associate Vice-President in reaching objectives.
• Work with the Manager – Financing Solutions.
• Actively participate to various networking activities (cocktails, conferences, etc.)
• Identify all risks inherent to the Personal and Commercial Banking sector’s activities

Connaissances

Sales experience

Business development

Financial analysis

Client relationship management

Formation

University certificate

Bachelor's degree

Master's degree

Description du poste

A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your clientele's financial projects.

Your Job:

• Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies
• Help your clients attain their business objectives by proposing financial strategies based on the most suitable combination of Bank products and services
• Meet clients' changing needs by adapting and optimizing financial products and advice/approaches
• Negotiate the terms and conditions of agreements with clients, while making sure that they meet risk management standards and profitability criteria
• Draw up business development plans
• Assist the Associate Vice-President in reaching objectives
• Work with the Manager – Financing Solutions
• Actively participate to various networking activities (cocktails, conferences, etc.)
• The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities

Your Team:

Within the Commercial & Wealth Management 1859 sector, you are part of a team of professionals supporting commercial clients. In addition, you are surrounded by an entire ecosystem of experts to help you offer the best possible solutions to customers.

Reporting to the Regional Vice-President, the position can be based in St-Jean-sur-le-Richelieu or St-Hyacinthe and will cover the region of Montérégie/Montérégie East.

Our learning-by-doing training programs enable you to master your job. Access to colleagues with different expertise, experience and profiles will enrich your development in every way.

Basic requirements:

• Based on your academic background, at least 4 to 8 years' experience in sales and business development within the financial industry:
• University certificate and 8 years' experience
• Bachelor's degree and 6 years' experience
• Master's degree and 4 years' experience
• Experience in sales and business development
• Experience in analysis of financial statements