SENIOR OFFICER, CLIENT RELATIONSHIP

Business Development Bank of Canada; Ottawa; Hybrid; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Hybrid work model

Pension plan

Wellness & health spending account

Paid vacation & personal days

Office closed holidays

Job summary

Business Development Bank of Canada is seeking a hybrid-work role in Ottawa to provide high-quality client service to the Financing team. You will prepare proposals and contracts, obtain signatures, and follow up with clients.

You will also perform administrative tasks and support the portfolio with risk assessments and marketing activities. The role requires a Bachelor in Business Administration or accounting diploma, 1–3 years of experience, bilingual French/English, and strong MS Office

Qualifications

• Bachelor degree in Business Administration or college accounting diploma.
• 1–3 years experience in a similar role.
• Bilingual in French and English.
• Strong organizational skills and ability to prioritize and meet deadlines.
• Proficiency with MS Office and ability to work in an office environment 3 days per week.

Responsibilities

• Provide high-quality client service to the BDC Financing team and resolve core issues.
• Prepare letters of intent, offers and contracts, and ensure signatures and follow-ups.
• Prepare client proposals and related documents.
• Conduct pre-qualification and risk rating assessments for clients.
• Identify funding opportunities and develop value-adding solutions.
• Support branch marketing efforts and on-site logistics.

Skills

Bilingual French/English

Client service

Organization & prioritization

Communication

Education

Bachelor degree in Business Administration

College diploma in accounting

Attestation of college studies

Tools

MS Office

Job description

We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs. Choosing BDC as your employer also means: Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few. In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1. A hybrid work model that truly balances work and personal life. Opportunities for learning, training and development, and much more... Explore the BDC Way in our Culture Book.

Position Overview

The incumbent is responsible for providing high-quality client service to the BDC Financing team in resolving core issues, preparing client proposals and all relevant related documents (e.g., letters of intent and contracts), obtaining the necessary signatures and following up with clients. This person also performs various administrative tasks and provides support to the team.

Challenges to Be Met

• Provide excellent client service to BDC clients in resolving basic client questions and inform senior levels of complex cases.
• Provide excellent support service to the business development team and business center manager.
• Respond promptly, accurately, and professionally to existing and potential clients by ensuring compliance with policies, procedures, and practices.
• Prepare letters to clients and professionals according to the specific process (e.g., letter of intent, letter of offer and mandates to professionals), and/or prepare proposals/contracts for clients ensuring that the information is accurate and entered in our system, that all necessary documents are prepared, that the required conditions and forms are met, signatures are obtained, and follow-up is done.
• Actively participate in portfolio development by identifying funding opportunities and developing innovative value-adding solutions to meet client needs.
• Conduct pre-qualification and risk rating assessment activities for existing and potential BDC Financing clients.
• Proactively participate in the branch's marketing efforts by organizing events, campaigns, and activities, preparing marketing communications, and providing on-site logistical support.

What We Are Looking For

• Bachelor degree in Business Administration, College diploma in accounting or an attestation of college studies;
• Between 1 to 3 years experience in a similar role;
• Experience with payables and receivables is considered an asset;
• Client service orientation and demonstrated ability to demonstrate initiative in listening, identifying sales opportunities and resolving issues;
• Strong organizational skills and ability to prioritize and deal with various situations at all times;
• The ability to communicate effectively through email and in person including during meetings to provide timely information relevant to the business;
• Ability to work independently and meet tight deadlines;
• Teamwork, creativity, flexibility, collaborative spirit and desire to work as part of a team;
• Working knowledge of MS Office (Word, Excel, Outlook, One Note, Teams).
• Access to a vehicle and a valid driver’s license may be required.
• Bilingualism in French and English is a requirement.
• This position requires working in an office environment a minimum 3 days per week.

Benefits

• Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions.
• A Defined Benefit Pension Plan.
• A $750 wellness and health care spending account.
• Paid vacation each year.
• Five personal days.
• Sick days as necessary.
• Offices are closed from December 25 to January 1.
• A hybrid work model that truly balances work and personal life.

Diversity, Equity, Inclusion & Accessibility

Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at [e-mail]. While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.

BDC is a bank unlike any other. We are the only bank dedicated exclusively to the development of Canadian businesses. The only institution whose purpose is to promote the growth of the Canadian economy by focusing on the success of small and medium-sized businesses, with a human touch and a genuine presence. At BDC, we’re changing people’s and businesses’ lives for the better. That’s what makes us unique as a bank. That’s why we are banking at another level.