Account representative

Banque Nationale du Canada; Calgary; Hybrid; CAD 52,000 - 78,000; 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

National Bank of Canada is seeking an Account Representative to support Commercial Banking clients by managing administrative tasks, opening files, and ensuring accurate financial data within deadlines. You will contribute to client satisfaction and collaboration in a hybrid work setting.

You will work with a large team, receive training, and have opportunities to develop your skills through hands-on learning and expert discussions. Flexibility and a focus on work-life balance are emphasized.

Qualifications

• Three-year college diploma or academic equivalent in a related field.
• Knowledge of banking products and services for businesses.
• Proficiency with Word and Excel.

Responsibilities

• Support the account manager by prioritizing and carrying out various complex administrative activities for Commercial Banking files.
• Promote client satisfaction and loyalty by offering exceptional service and detecting business opportunities.
• Open files for Commercial Banking client accounts.
• Help colleagues handle non-standard files.
• Identify operational issues, recommend solutions and help develop new procedures.
• Perform checks and analyses to ensure the accuracy of financial data within set timeframes and participate in various tasks related to financial transactions.
• Adhere to compliance and risk management rules.

Skills

Communication

Diversity & Inclusion

Driving Results

Emotional Intelligence

Teamwork

Accountability

Client-focused

Empathy

Initiative

Learning Agility

Resiliency

Humility

Education

Three-year college diploma or academic equivalent in a related field

Tools

Word

Excel

Job description

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

A career as an Account Representative at National Bank, your ability to work in synergy with a variety of partners will be a key asset. You’ll use your excellent customer service skills and proactive approach to handle the administrative and transaction needs of Commercial Banking clients.

Your role:

• Support the account manager by prioritizing and carrying out various complex administrative activities for Commercial Banking files
• Promote client satisfaction and loyalty by offering exceptional service and detecting business opportunities
• Open files for Commercial Banking client accounts
• Help colleagues handle non-standard files
• Identify operational issues, recommend solutions and help develop new procedures
• Perform checks and analyses to ensure the accuracy of financial data within set timeframes and participate in various tasks related to financial transactions
• Adhere to compliance and risk management rules

Working in the Commercial Banking sector, in a large team that stands out for its exceptional level of collaboration, you will report to the manager support and performance. In addition to maintaining relationships with clients and team members, you’ll have the opportunity to develop your skills through training, hands-on learning, and discussions with experts in your group.

We want to contribute to your quality of life by offering you flexibility in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

• Three-year college diploma or academic equivalent in a related field and three years of relevant experience
• Knowledge of banking products and services for businesses
• Proficiency with Word and Excel
• Good sense of initiative and good level of autonomy

Languages:

Skills

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Communication Diversity & Inclusion Driving Results Emotional Intelligence Teamwork Accountability Client-focused Empathy Initiative Learning Agility Resiliency Humility

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?

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