Remote Consumer Survey Participant (Entry-Level)

Clubshop | US; Surrey; Remote; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank is seeking a Senior Account Manager for Commercial Banking to grow a portfolio of business clients in the Tri-Cities region and drive revenue growth. You will identify opportunities, propose financial strategies, and collaborate with cross-functional teams to deliver tailored solutions.

You will build relationships, negotiate terms, and ensure risk management while supporting clients' business objectives through banking products and advisory services.

Qualifications

• 5–9 years' experience in sales and business development within the financial industry
• Network of professional contacts among local medium-sized enterprises and large companies, an asset
• Experience in analysis of financial statements
• Experience in commercial credit

Responsibilities

• 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 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 meeting risk management standards and profitability criteria
• Draw up business development plans
• Assist the Regional Vice-President in reaching objectives
• Work with the Manager – Financing Solutions
• Participate in networking activities (cocktails, conferences)
• Collaborate with other bank departments

Skills

Communication

Emotional Intelligence

Teamwork

Accountability

Client-focused

Learning Agility

Listening

Education

University certificate + 9 years experience

Bachelor's degree + 7 years experience

Master's degree + 5 years experience

Job description

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

Location(s): Coquitlam

A career as a Senior Account Manager, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects.

Your role:

• 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 Regional Vice-President in reaching objectives
• Work with the Manager – Financing Solutions
• Actively participate to various networking activities (cocktails, conferences, etc.)
• Work in synergie with all the other departments of the Bank

Your team:

Working in the Commercial Banking and Private Banking 1859 sector, you will join a team of professionals that supports business clients. You will also be surrounded by an ecosystem of specialists, like financing solutions managers, who will help you offer the solutions that best suit our clients’ needs.

Reporting to Associate Vice-President & Market Lead, you will manage a portfolio of clients covering the Tri-Cities region.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Prerequisites:

• Based on your academic background, at least 5 to 9 years' experience in sales and business development within the financial industry:
• University certificate and 9 years' experience
• Bachelor's degree and 7 years' experience
• Master's degree and 5 years' experience
• Experience in sales and business development
• Experience in analysis of financial statements
• Experience in commercial credit
• Network of professional contacts among local medium-sized enterprises and large companies, an asset

Skills

Communication Emotional Intelligence Teamwork Accountability Client-focused Learning Agility Listening

Benefits

• 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.

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?