Account Manager, SME

National Bank of Canada; Montreal (administrative region); On-site; CAD 90,000 - 130,000; 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 in Montreal is seeking an SME Account Manager within the 1859 Private Wealth Management team to guide hundreds of small to medium-sized businesses toward tailored financial solutions.

The role involves business development, financial analyses, negotiating terms with clients, and leveraging an expert ecosystem to ensure profitability and compliance.

Qualifications

• University certificate or higher with relevant experience.
• 5–7+ years in business development or client advisory roles.
• Knowledge of financial statement analysis and banking products.

Responsibilities

• Meet business development objectives by proposing tailored solutions.
• Seize referral opportunities within the Bank's synergies.
• Conduct financial analyses and develop financing scenarios.
• Negotiate product terms with clients to meet profitability.
• Ensure service quality and compliance with risk rules.
• Identify market opportunities for Bank products and services.
• Participate in visibility activities within the market.
• Identify sector risks and client exposure.

Skills

Business development

Negotiation

Financial analysis

Client-focused

Communication

Teamwork

Learning agility

Emotional intelligence

Education

Bachelor's degree

Master's degree

University certificate

Job description

A career as an SME Account Manager in the 1859 Private Wealth Management team means acting as a privileged guide for hundreds of small to medium-sized businesses, surrounded by experts, to guide clients towards the most suitable financial solutions.

• Meet business development objectives by proposing solutions tailored to all of your clients' needs;
• Seize referral opportunities in a context of synergy across the Bank;
• Conduct financial analyses and develop financing scenarios;
• Negotiate the terms and conditions of products with clients, ensuring that they meet the desired profitability criteria;
• Ensure the application of service quality standards, as well as compliance with compliance and risk management rules;
• Identify business opportunities in your market for all of the Bank's products and services;
• Participate in visibility activities in your market;
• Identify risks inherent to the sector's activities;

Your team

Within the Private Wealth Management & Enterprises 1859 sector, you are part of a team of professionals supporting commercial customers. 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 is based in Montreal. Our action-based learning training programs allow you to master your trade. Access to colleagues with different expertise, experiences and diversified profiles enriches your development in every way.

Prerequisites

• University certificate and 7 years of experience;
• Bachelor's degree and 5 years of experience;
• Master's degree and 3 years of experience;
• Experience in business development;
• Knowledge of financial statement analysis;
• Established professional network of contacts with local small and medium-sized businesses;
• Negotiation skills;

Languages: French

Required skills: Accountability, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Teamwork

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!