Account Manager, SME

Banque Nationale du Canada; Montreal (administrative region); On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

Banque Nationale du Canada in Montreal seeks an SME Account Manager within the 1859 Private Wealth Management team to guide hundreds of small to mid-sized businesses toward the best financial solutions. You’ll work with experts to tailor offerings and seize cross-bank referral opportunities.

You’ll conduct financial analyses, develop financing scenarios, and negotiate terms that meet profitability and risk standards. A dynamic, people-first environment awaits.

Qualifications

• Must have business development experience with small and medium-sized businesses.
• Ability to analyze financial statements and develop financing scenarios.
• Established professional network of local SMEs.

Responsibilities

• Meet business development objectives by proposing tailored solutions to clients.
• Seize referral opportunities across the bank's ecosystem.
• Conduct financial analyses and develop financing scenarios.
• Negotiate terms of products ensuring profitability and compliance with risk standards.
• Identify market opportunities and participate in visibility activities.

Skills

Business development

Financial statement analysis

Networking with SMEs

Education

University certificate + 7 years experience

Bachelor's degree + 5 years experience

Master's degree + 3 years experience

Job description

Area(s) of interest: Advisory services, Commercial banking

Location(s): Montreal

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 inMontreal. 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;

Languages:

French

Skills

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


• Employee Share Ownership Plan


• Employee and family assistance program


• Preferential banking services


• Involvement in community initiatives


• 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?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?