Account representative

Banque Nationale du Canada; Sherbrooke; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Job summary

National Bank of Canada is seeking a Financing Account Representative in Sherbrooke to manage commercial files, assist with financing transactions, and ensure accuracy of financial information. The role emphasizes collaboration with account managers, disbursement experts, and legal advisors.

You will develop tailored financial solutions, build lasting client relationships, and contribute to process improvements within a hybrid work environment.

Qualifications

• Three-year college diploma or equivalent with related activity sector and three years of relevant experience.
• Very good knowledge of commercial financing products.
• Knowledge of different types of commercial collaterals.
• Familiarity with commercial legal documents.
• Proficiency with Office, Word and Excel.
• Knowledge of banking services and commercial products.
• Demonstrate initiative and autonomy.

Responsibilities

• Open commercial files and assist clients in financing transactions, including preparing legal documents and disbursements.
• Perform audits and analyses to ensure accuracy of financial information.
• Maintain effective communications with partners on files (account manager, disbursement expert, legal advisors).
• Find solutions tailored to customer needs and develop lasting business relationships with clients.
• Participate with the team in improving administrative tools and processes.

Skills

Communication

Client-focused

Initiative

Autonomy

Learning agility

Education

3-year college diploma or equivalent

Tools

Office suite (Word & Excel)

Job description

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

Location(s): Sherbrooke

A career as a financing account representative at National Bank is a job where your ability to work in synergy with several partners is highlighted. With your excellent customer relations and your productivity, you take care of all their specific needs.

• Open commercial files and assist clients in their various financing transactions (assistance in the preparation of legal documents and credit facility disbursements)
• Perform audits and analyses to ensure the accuracy of financial information
• Establish and maintain effective communications with the various partners involved in the files (such as account manager, disbursement expert and legal advisors).
• Find solutions customized to customer needs.
• Develop a lasting business relationship with customers by offering them distinguished service.
• Participate as part of a team in the continuous improvement of administrative tools and processes.

Your team:

Within the Corporate sector, you are part of a team that stands out for its exceptional level of collaboration. In addition to maintaining a business relationship with customers and having varied tasks, your training is based on learning in action, training and exchanges with the experts in your group.

We aim to offer you flexibility in your work to promote your quality of life. This includes hybrid working in the office and remotely, flexible working time to balance work and personal life, and flexible time off at times that matter.

Prerequisite:

• 3-year college diploma or academic equivalent, related to the sector of activity and 3 years of relevant experience
• Very good knowledge of commercial finance products
• Knowledge of the different types of commercial collaterals
• Ease with commercial legal documents
• Proficiency in the Office suite, including Word and Excel
• Knowledge of banking services and commercial products
• Demonstrate a good sense of initiative and a good level of autonomy.

Languages:

French

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?