Expert SME Support, Senior Advisor

National Bank of Canada; Toronto; On-site; CAD 80,000 - 120,000; Full time

Benefits offered by this job

Health & wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee & family assistance program

Preferential banking services

Community initiatives involvement

Telemedicine service

Virtual sleep clinic

Job summary

Flex Affaires seeks an expert coach to lead and mentor SME account managers, guiding them through training and autonomous progression. The role focuses on reviewing lending requests, reinforcing risk controls, and driving business development with strong client focus.

Ideal candidates bring 3+ years in commercial credit, advisory experience with business customers, and bilingual English-French communication. A Bachelor’s or Master’s degree is preferred and project leadership is valued.

Qualifications

• Bachelor's or Master's degree holder.
• Experience in an advisory role with commercial customers.
• A minimum of 3 years of experience in commercial credit.
• Experience in sales and business development.
• Coaching experience.

Responsibilities

• Coach and support SME account managers in training and autonomy.
• Review financing requests for compliance with the Bank's rules and financing policies.
• Develop credit and operational risk management skills of SME clients.
• Demonstrate leadership to help the team achieve objectives.
• Coordinate and disseminate training to new DC Flex.
• Identify and communicate new developments proactively.
• Collaborate with managers on competencies and values.
• Lead reinforcement topics and continuing education.
• Identify opportunities for process improvements and standardization.
• Ensure compliance and risk management rules.

Skills

Coaching

Sales & business development

Project management

Bilingual English/French

Advisory for commercial customers

Commercial credit experience

Leadership

Team management

Rigour & teamwork

Thirst for learning

Education

Bachelor's or Master's degree holder

Job description

A career as an expert coach at Flex Affaires means being part of a dynamic team surrounded by experts, in order to ensure the support of clients and referrals sent by our partners. You will have to coach and support SME account managers in training and follow them in their autonomy process.

• Carry out an in-depth review of financing requests submitted by generalist SME Directors in training and ensure their compliance with the Bank's business rules and financing policies


• Interact with generalist SME Directors and managers in order to rapidly develop the credit and operational risk management skills of SME clients


• Continuously coach on business development, different skills, customer service and any other customer-centric topic


• Demonstrate leadership in mobilizing to achieve team objectives


• Coordinate and disseminate training to new DC Flex


• Be on the lookout for new developments and share them proactively


• Work jointly with managers in the development of competencies and promotion of the organization's values


• Target topics in need of reinforcement and lead them in continuing education


• Participate in the identification of optimizations, standardization and process improvements


• Ensure compliance and risk management rules.

Our team values everyone's passions and bold ideas. Whether it's helping our clients achieve their goals or your colleagues achieve what they love in life, we're united. We know that we can count on our colleagues to share knowledge and help each other.

Prerequisites:

• Bachelor's or Master's degree holder


• Experience in an advisory role with commercial customers


• A minimum of 3 years of experience in commercial credit


• Experience in sales and business development


• Coaching experience


• Project management skills an asset


• Ability to communicate effectively in both English and French


• Interest in coaching and team management (asset)


• Rigour, interest in teamwork and thirst for learning (asset)

A career as an expert coach at Flex Affaires means being part of a dynamic team surrounded by experts, in order to ensure the support of clients and referrals sent by our partners. You will have to coach and support SME account managers in training and follow them in their autonomy process.

• Carry out an in-depth review of financing requests submitted by generalist SME Directors in training and ensure their compliance with the Bank's business rules and financing policies


• Interact with generalist SME Directors and managers in order to rapidly develop the credit and operational risk management skills of SME clients


• Continuously coach on business development, different skills, customer service and any other customer-centric topic


• Demonstrate leadership in mobilizing to achieve team objectives


• Coordinate and disseminate training to new DC Flex


• Be on the lookout for new developments and share them proactively


• Work jointly with managers in the development of competencies and promotion of the organization's values


• Target topics in need of reinforcement and lead them in continuing education


• Participate in the identification of optimizations, standardization and process improvements


• Ensure compliance and risk management rules.

Our team values everyone's passions and bold ideas. Whether it's helping our clients achieve their goals or your colleagues achieve what they love in life, we're united. We know that we can count on our colleagues to share knowledge and help each other.

Prerequisites:

• Bachelor's or Master's degree holder


• Experience in an advisory role with commercial customers


• A minimum of 3 years of experience in commercial credit


• Experience in sales and business development


• Coaching experience


• Project management skills an asset


• Ability to communicate effectively in both English and French


• Interest in coaching and team management (asset)


• Rigour, interest in teamwork and thirst for learning (asset)

Languages: English

Required skills:

Your benefits

In addition to competitive compensation, upon hiring you will 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 are 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?