Account Managers

2 weeks ago

Montreal, Quebec, Canada Desjardins Full time
At Desjardins, we believe in equity, diversity and inclusion.

We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Level

NV-09


As a business account manager, you help maintain business relationships with struggling clients for accounts that have a significant impact on the business sector.

You balance portfolio profitability with client/partner satisfaction.

You serve and maintain personal business relationships with important businesses, associations and groups. The ability to communicate effectively and thoroughly understand clients' expressed needs is therefore essential. You drive results by actively helping your unit achieve its sales and business development objectives.

Your complex work and initiatives require extensive knowledge of your line of business.

You advise and assist clients.

You represent and negotiate on behalf of Desjardins and enter the organization into agreements in accordance with current processes, standards and directives.

You also have opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.

General Information on the Position


Main Responsibilities- Initiate, develop and maintain personalized business relationships with current and potential clients in order to promote and sell the products and services offered by Desjardins.- Act as an account manager by serving as a key intermediary between the business centre and members and clients.

Ensure proper usage and updating of, as well as satisfaction with the products and services offered.

Analyze sources of dissatisfaction and recommend potential solutions.- Identify and analyze member and client needs, develop personalized solutions and prepare an integrated service offering.

Negotiate applicable conditions with members and clients.- Recommend strategies and solutions for achieving objectives by the business centre such as increased business volume, sound risk management, portfolio profitability and stronger business relationships.- Use intelligence to identify opportunities for business development that will increase the competitiveness of the products and services offered.- Execute various promotional activities as part of the centre's business operations.

Participate in targeted public relations activities and participate actively in the business community.- Be attentive to client and member needs to ensure their full satisfaction, seize business opportunities and, as needed, refer them to the right person to meet their needs.- Adhere to all policies, practices and standards in effect, as well as the various laws governing the distribution of financial products and services.

Provide sound and prudent risk management for all portfolios under their responsibility.

Other working conditions- The work arrangement for the position is full-time hybrid work #LI-Hybrid- Number of jobs available : 1

Qualifications:

  • Bachelor's degree in a related field
  • A minimum of 4 years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered- For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Collaborates, Drive results, Innovation, Interpersonal Savvy

Work Location

5707, rue Sherbrooke Est Bureau 201 Montréal

Trade Union

Non Syndiqué

Unposting Date

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country.

It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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