Account Manager, SME

National Bank of Canada; Montreal (administrative region); On-site; CAD 70,000 - 110,000; Full time

Job summary

National Bank of Canada in Montreal seeks an SME Account Manager to guide hundreds of small and medium businesses toward the best financial solutions, with the support of a full team of experts. You will develop your client portfolio, meet business development objectives by tailoring proposals, seize referral opportunities across the Bank, and conduct financial analyses to build financing scenarios.

Reporting to the Senior Director, you will identify market opportunities, ensure compliance with

Qualifications

• University certificate plus 7 years of experience; Bachelor's degree plus 5 years of experience; Master's degree plus 3 years of experience.

Responsibilities

• Develop your client portfolio and meet business development objectives by proposing tailored solutions.
• Seize referral opportunities in a context of synergy across the Bank.
• Conduct financial analyses and develop financing scenarios.
• Negotiate terms and conditions of products with clients while ensuring profitability.
• Ensure application of service quality standards and compliance with risk management rules.
• Identify business opportunities in the market for all Bank products and services.
• Participate in visibility activities in your market.
• Identify risks inherent to the sector's activities.

Skills

Accountability

Client-focused

Communication

Emotional Intelligence

Learning Agility

Listening

Teamwork

Negotiation

Business development

Financial analysis

Education

University certificate

Bachelor's degree

Master's degree

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.

Your job:

• Develop your client portfolio;
• 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 Senior Director, 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;
• Negotiation skills;

Languages: French

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