Account Representative

National Bank of Canada; Quebec; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Group insurance

Generous pension plan

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking an Account Representative to support the Account Director in Real Estate sector files. You will open and manage commercial client accounts, optimize interactions, and identify business opportunities while ensuring client satisfaction and regulatory compliance.

The role offers hybrid work, collaboration with a large Real Estate team, and growth opportunities through training and hands-on learning with experts.

Qualifications

• Three-year college diploma or academic equivalent in a related field and three years of relevant experience.
• Knowledge of commercial banking products and services.
• Proficiency with Microsoft Office suite, including Word and Excel.
• Knowledge of LIS, PH, and ICOP applications is an asset.
• Good sense of initiative and good level of autonomy.

Responsibilities

• Provide support to the Account Director by prioritizing and managing complex and diverse administrative activities for files within the Real Estate sector.
• Optimize your interventions, ensure client satisfaction and loyalty, while identifying business opportunities.
• Open and manage commercial client account files.
• Support colleagues in resolving non-standard or exceptional files.
• Identify operational issues, propose solutions, and contribute to the development of new procedures.
• Perform verifications and analyses to ensure the accuracy of financial data while meeting deadlines, and participate in various tasks related to financial transactions.
• Ensure compliance with regulatory requirements and risk management policies.

Skills

Customer service

Initiative

Autonomy

Teamwork

Education

Three-year college diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

LIS

PH

ICOP

Job description

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

• Provide support to the Account Director by prioritizing and managing complex and diverse administrative activities for files within the Real Estate sector.
• Optimize your interventions, ensure client satisfaction and loyalty, while identifying business opportunities.
• Open and manage commercial client account files.
• Support colleagues in resolving non-standard or exceptional files.
• Identify operational issues, propose solutions, and contribute to the development of new procedures.
• Perform verifications and analyses to ensure the accuracy of financial data while meeting deadlines, and participate in various tasks related to financial transactions.
• Ensure compliance with regulatory requirements and risk management policies.

Your team

Working in the Real Estate sector, you’ll be part of a large team that stands out for its exceptional level of collaboration and you report to the Director of Sales Support, Real Estate Development Unit Group. 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.

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 commercial banking products and services
• Proficiency with Microsoft Office suite, including Word and Excel
• Knowledge of LIS, PH, and ICOP applications is an asset
• Good sense of initiative and good level of autonomy

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

• Provide support to the Account Director by prioritizing and managing complex and diverse administrative activities for files within the Real Estate sector.
• Optimize your interventions, ensure client satisfaction and loyalty, while identifying business opportunities.
• Open and manage commercial client account files.
• Support colleagues in resolving non-standard or exceptional files.
• Identify operational issues, propose solutions, and contribute to the development of new procedures.
• Perform verifications and analyses to ensure the accuracy of financial data while meeting deadlines, and participate in various tasks related to financial transactions.
• Ensure compliance with regulatory requirements and risk management policies.

Your team

Working in the Real Estate sector, you’ll be part of a large team that stands out for its exceptional level of collaboration and you report to the Director of Sales Support, Real Estate Development Unit Group. 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.

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
• Customer service experience
• Knowledge of commercial banking products and services
• Proficiency with Microsoft Office suite, including Word and Excel
• Knowledge of LIS, PH, and ICOP applications is an asset
• Good sense of initiative and good level of autonomy

Languages: French, English

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

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

Your benefits

• Health and wellness program, including many options
• Group insurance
• Generous pension plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is 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!

Join us!