Account manager, deposit

National Bank; Halifax; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Job summary

National Bank is hiring an Account Manager, Business Services Deposit for the Business Banking and Private Banking 1859 team in Halifax. You will grow an assigned portfolio of business clients, act as a trusted advisor, and guide clients through their financial projects and strategic initiatives.

You will identify opportunities, expand the commercial client base, and propose tailored financial solutions to meet client objectives, while balancing risk and profitability.

Qualifications

• Experience in sales and business development within financial services.
• Ability to analyze financial statements and credit data to support lending decisions.
• Experience in commercial lending and credit analysis in a banking context.

Responsibilities

• Identify and develop business opportunities within your market and grow the commercial client base.
• Propose financial strategies using the bank's products and services to meet client objectives.
• Adapt and optimize financial solutions to evolving client needs.
• Negotiate terms with clients while ensuring risk management and profitability.
• Develop formal business development plans and support leadership.
• Represent the bank in networking events and industry functions.

Skills

Sales & BD

Financial statement analysis

Commercial lending

Credit analysis

Education

Master's degree

Bachelor's degree

University certificate

Job description

A career as an Account Manager, Business Services Deposit in the Business Banking and Private Banking 1859 team means being responsible for growing an assigned portfolio of business clients. The variety and complexity of the role will allow you to quickly become a trusted advisor, guiding clients through their financial projects and strategic initiatives.

Your role

• Identify and develop business opportunities within your market, expand your commercial client base, and implement strategies aimed at sustainable deposit growth while strengthening client relationships and portfolio revenues.
• Achieve your clients' business objectives by proposing financial strategies based on an optimal mix of the Bank's products and services.
• Ensure you meet clients' evolving needs by adapting and optimizing financial solutions and your advisory approach.
• Negotiate agreement terms with clients while ensuring compliance with risk management standards and targeted profitability criteria.
• Develop business development plans.
• Support the Regional Vice-President, Business Services, in achieving business objectives.
• Work closely with the Director, Financing Solutions.
• Actively participate in networking activities (business events, conferences, receptions, etc.).
• Identify risks inherent to the sector's activities.

Your team

Within the Business Banking and Private Banking 1859 sector, you will be part of a team of professionals dedicated to supporting commercial clients. You will also be surrounded by a broad ecosystem of experts who will help you deliver the most appropriate solutions to meet clients' needs.

Reporting to the Regional Vice-President, the position will be based in Halifax. Our training programs, built on learning through action, will help you master your role. Access to colleagues with diverse expertise, backgrounds, and experiences will enrich your professional development from every perspective.

Prerequisites

Depending on your academic background, a minimum of four to eight years of experience in business development and sales within the financial services industry:

• University Certificate and 8 years of experience
• Bachelor's Degree and 6 years of experience
• Master's Degree and 4 years of experience
• Experience in sales and business development
• Experience analyzing financial statements
• Experience in commercial lending and credit analysis

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• 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
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates!

What can you bring to our team? Join us!