Account Managers, Business

3 weeks ago


Montréal, 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

Specific knowledge- Knowledge of the latest financial, economic, policy and legislative developments- Ability to perform analyses of the market and the business centre external environment- Ability to perform financial analysis- Knowledge of the characteristics and credit risk inherent to the major commercial, industrial and institutional markets- Knowledge of loan and guarantee contracts- Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition- Knowledge of financing and credit management practices related to businesses- Knowledge of policies, legislation and standards governing the products and services offered by the business centre- Knowledge of business credit authorization, monitoring, collection and recovery practices- Knowledge of the Desjardins business processes- Understanding of the referral process- Familiarity with government business assistance programs- Networking skills- Strong sales skills- Knowledge of service standards- Understanding of cooperative and cooperative network values, rules and operations

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

2023-04-20

Job Family

Member/client sales and service (FG)

Desjardi



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