Acount Manager SME

National Bank of Canada; Montreal; Vor Ort; CAD 85.000 - 120.000; Vollzeit

Zusammenfassung

National Bank of Canada in Montreal seeks an SME Account Manager to guide private wealth clients toward optimal financial solutions. You will develop your client portfolio, meet growth objectives, and leverage the bank's ecosystem to deliver tailored financing strategies.

You will work with a team dedicated to commercial banking, supported by extensive expertise. The role emphasizes relationship building, market visibility, and risk-aware advisory.

Qualifikationen

• 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.

Aufgaben

• 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 profitability.
• Ensure the application of service quality standards, as well as 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.

Kenntnisse

Business development

Negotiation skills

Financial statement analysis

Professional network

Client portfolio development

Ausbildung

University certificate

Bachelor's degree

Master's degree

Jobbeschreibung

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

Location(s): Montreal

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 Regional Vice-President, 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: English, French Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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?

National Bank of Canada 2.97K subscribers