Account manager, deposit

National Bank; Ottawa; 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

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank in Ottawa is seeking an Account Manager, Business Services Deposit, to grow an assigned portfolio of business clients and become a trusted advisor guiding their financial projects and strategic initiatives.

You will identify opportunities, develop business plans, and negotiate terms while ensuring risk standards and profitability. Reporting to the Regional VP, the role is based in Ottawa with strong collaboration across the Financing Solutions team.

Qualifications

• Minimum of four to eight years of experience in business development and sales within the financial services industry.
• Experience analyzing financial statements.
• Experience in commercial lending and credit analysis.

Responsibilities

• Identify and develop business opportunities within your market to grow the client base.
• Propose financial strategies based on an optimal mix of the Bank's products and services.
• Adapt and optimize financial solutions to meet evolving client needs.

Skills

Sales experience

Business development

Financial analysis

Commercial lending & credit analysis

Education

University Certificate

Bachelor's Degree

Master's Degree

Tools

Microsoft Excel

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 Ottawa. 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?