Strategic SME Account Manager, Private Wealth

National Bank; Montreal; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Health & wellness

Group insurance

Pension plan

Employee share ownership

Assistance program

Preferential banking

Community initiatives

Telemedicine

Sleep clinic

Job summary

National Bank in Montreal seeks an SME Account Manager within the 1859 Private Wealth Management & Enterprises team. You will develop your client portfolio and propose tailored financial solutions to meet clients' needs while collaborating with a team of experts.

Reporting to the Regional Vice-President, you will analyze financial statements, develop financing scenarios, and negotiate terms with clients, ensuring profitability and risk and compliance standards are met.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Business development

Financial statement analysis

Negotiation skills

Networking

Education

University certificate

Bachelor's degree

Master's degree

Job description

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;

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!