Business Account Manager

National Bank of Canada; Brossard; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Health and wellness program

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Flexible banking services

Job summary

National Bank of Canada in Montreal's Montérégie region seeks an Account Manager within Commercial & Wealth Management to grow a portfolio of business clients and guide their financial projects.

You will identify opportunities, propose strategies from bank products, and adapt solutions to meet evolving client needs while balancing profitability and risk. Based in Brossard with a regional team and ongoing training.

Qualifications

• Minimum 4–8 years of sales and business development in the financial services industry.
• University certificate or degree aligned with finance, accounting or business.
• Strong analytical, negotiation and client-facing skills.

Responsibilities

• Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies.
• Help clients attain their business objectives by proposing financial strategies based on the most suitable Bank products and services.
• Meet clients' changing needs by adapting and optimizing financial products and advice/approaches.
• Negotiate the terms and conditions of agreements with clients, while ensuring risk management standards and profitability.
• Draw up business development plans and assist the Associate Vice-President in reaching objectives.
• Work with the Manager – Financing Solutions and participate in networking activities.

Skills

Client relationships

Negotiation

Financial analysis

Networking

Education

Bachelor's degree

Master's degree

University certificate

Job description

A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your clientele's financial projects.

Your Job:

• Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies
• Help your clients attain their business objectives by proposing financial strategies based on the most suitable combination of Bank products and services
• Meet clients' changing needs by adapting and optimizing financial products and advice/approaches
• Negotiate the terms and conditions of agreements with clients, while making sure that they meet risk management standards and profitability criteria
• Draw up business development plans
• Assist the Associate Vice-President in reaching objectives
• Work with the Manager – Financing Solutions
• Actively participate to various networking activities (cocktails, conferences, etc.)
• The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities

Your Team:

Within the Commercial & Wealth Management 1859 sector, you are part of a team of professionals supporting commercial clients. 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 in Brossard.

Our learning-by-doing training programs enable you to master your job. Access to colleagues with different expertise, experience and profiles will enrich your development in every way.

Basic requirements:

• Based on your academic background, at least 4 to 8 years' experience in sales and business development within the financial industry:
• University certificate and 8 years' experience
• Bachelor's degree and 6 years' experience
• Master's degree and 4 years' experience
• Experience in sales and business development
• Experience in analysis of financial statements
• Experience in commercial credit

A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your clientele's financial projects.

Your Job:

• Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies
• Help your clients attain their business objectives by proposing financial strategies based on the most suitable combination of Bank products and services
• Meet clients' changing needs by adapting and optimizing financial products and advice/approaches
• Negotiate the terms and conditions of agreements with clients, while making sure that they meet risk management standards and profitability criteria
• Draw up business development plans
• Assist the Associate Vice-President in reaching objectives
• Work with the Manager – Financing Solutions
• Actively participate to various networking activities (cocktails, conferences, etc.)
• The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities

Your Team:

Within the Commercial & Wealth Management 1859 sector, you are part of a team of professionals supporting commercial clients. 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 in Brossard.

Our learning-by-doing training programs enable you to master your job. Access to colleagues with different expertise, experience and profiles will enrich your development in every way.

Basic requirements:

• Based on your academic background, at least 4 to 8 years' experience in sales and business development within the financial industry:
• University certificate and 8 years' experience
• Bachelor's degree and 6 years' experience
• Master's degree and 4 years' experience
• Experience in sales and business development
• Experience in analysis of financial statements
• Experience in commercial credit

Languages: French

Required skills: Accountability, Active collaboration, Active listening, Agile Work, Business Affairs, Business Services, Client Relations, Client Services, Commercial Lending, Credit Analysis, Home Equity Loans, Negotiation, Network Development, Resiliency

Your benefits 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
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement 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 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?

Join us!