Account Representative

National Bank of Canada; Montreal (administrative region); Hybrid; CAD 45,000 - 65,000; 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

Community initiatives involvement

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution is seeking an Account Representative to enhance client relationships in Montreal. The role requires excellent customer service skills, a proactive approach, and the ability to work with various partners. Candidates must hold a three-year college diploma and be proficient in Microsoft Office. The organization offers a diverse benefits package including wellness programs, flexible insurance options, and opportunities for professional growth. This position promotes a collaborative environment focused on inclusivity.

Qualifications

• Three years of relevant experience in a related field.
• Knowledge of banking services and products for businesses.
• Knowledge of banking services and products for businesses.

Responsibilities

• Open commercial files and assist clients with a variety of transactions.
• Perform checks and analyses to ensure transaction accuracy.
• Develop lasting business relationships with clients.
• Devise tailored solutions for client needs.
• Develop business relationships by providing exceptional service.
• Work with the team to improve processes and tools.

Skills

Customer service skills

Proactive approach

Good sense of initiative

Autonomy

Education

Three-year college diploma or academic equivalent

Tools

Microsoft Office suite (Word, Excel)

Job description

Introduction

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 take charge of clients’ needs.

Your role

• Open commercial files and assist clients with a variety of transactions
• Perform checks and analyses to ensure the accuracy of transactions
• Establish and maintain effective communication with the various partners involved in files (account managers, treasury managers, legal advisors, etc.)
• Devise solutions that are tailored to client needs
• Develop lasting business relationships with clients by providing exceptional service
• Work with the team to continuously improve administrative processes and tools

Your team

Working in the Commercial Banking sector, you’ll be part of a large team that stands out for its exceptional level of collaboration. In addition to maintaining client relationships and carrying out a variety of tasks, you’ll have the opportunity to develop your skills through training, hands‑on learning, and discussions with experts in your group.

Location

Position available in: Laval, Lanaudière, Laurentides, Northern and Western Quebec, Eastern Ontario.

Prerequisites

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

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
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

Our culture

We're putting people first. We’re a bank on a human scale with courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier‑free workplace that is accessible to all employees. We welcome all candidates, and we will provide accommodation if required during the recruitment process.