Account Manager, Deposit

National Bank of Canada; Ottawa; On-site; CAD 70,000 - 100,000; 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 of Canada is seeking an Account Manager, Business Services Deposit to grow and manage a portfolio of commercial clients in Ottawa. You will identify opportunities, expand the client base and drive sustainable deposit growth while strengthening relationships and portfolio revenues.

You will tailor financial strategies using NB's products and services to meet clients' objectives, adapt solutions to evolving needs, and ensure profitability within risk guidelines.

Qualifications

• Minimum of four to eight years of experience in business development and sales within the financial services industry.
• University Certificate with 8 years of experience or Bachelor’s Degree with 6 years of experience or Master’s Degree with 4 years of experience.
• Experience in sales and business development.
• Experience analyzing financial statements.
• Experience in commercial lending and credit analysis.

Responsibilities

• Identify and develop business opportunities within your market; expand the commercial client base and implement strategies for deposit growth and client revenue.
• Propose financial strategies using a mix of the Bank’s products and services to meet clients’ objectives.
• Adapt and optimize financial solutions and advisory approach to evolving client needs.
• Negotiate terms with clients while ensuring risk management standards and profitability targets.
• Support the Regional Vice-President, Business Services, in achieving objectives.
• Collaborate with the Director, Financing Solutions and participate in networking activities.
• Identify inherent sector risks.

Skills

Sales and business development

Financial statement analysis

Commercial lending

Credit analysis

Education

University Certificate

Bachelor's Degree

Master's Degree

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.
• 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

Languages: English

Required skills

Your benefits

• 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.

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?