Account Manager, Business Services

5 months ago

Woodstock, Canada FirstOntario Credit Union Full time

**Why FirstOntario?**
- Competitive compensation packages
- Top-tier health and wellness benefits, along with both a Health Spend Account ($500/yr) and a Personal Spend Account (up to $125/yr)
- Up to $1000 per year towards professional development
- Pension Plan
- Company-wide Employee Volunteer program (Blue Wave Program)
- Employee and Family Assistance Program
- Exclusive banking benefits

**Job Overview**
The Account Manager, Business Services is accountable for delivering unforgettable service to existing and new Business Members while embedding FirstOntario Business into the community to become the business lender of choice.

**Role**
- Passionately put into action a disciplined sales and service leadership plan and processes that make your business results soar and share successes with the team
- Truly believe in our products and services and be able to communicate to business members and future business members how we can improve their financial lives
- Identify areas of opportunity within sales targets in a timely manner and implement action plans
- Effectively use campaigns developed by business partners to achieve annual financial targets
- Proactively build your network while using effective prospecting strategies to attract new business opportunities
- Be actively involved in the local business community by joining various local business associations and attending/representing FirstOntario at business lunches and dinners which can occur outside office hours
- Be a trusted advisor to your members and provide credible advice through dedicated support and service that leads to increase share of wallet targets
- Proactively develop and implement a plan to keep 3rd Party Generated Business on the books and consolidate other products
- Be a key partner to Wealth, Commercial and Retail banking to support business objectives and to provide a full service experience to our members
- Keep on top of Risk Management duties including but not limited to credit quality checks, control procedures and audit
- Proactively manage your Credit Portfolio's credit reviews such that they are completed in advance of their annual expiry dates, which may include but is not limited to tracking, pursuing and analyzing annual reporting requirements from each Member in a timely manner
- Build and utilize working relationships with internal business partners across the organization and external business contacts
- Actively participate in community events as part of FirstOntario's overall commitment to Corporate Social Responsibility
- Effectively control allocated budget dollars to assist with achieving the organization's fiscal budget
- Consider health & safety as a primary concern to ensure the overall well-being of self and others
- Perform other duties we may need you to do

**Required Skills**:

- Have a post-secondary diploma or degree in Business Administration, Commerce and/or Economics or the equivalent of industry experience
- Have a strong business acumen from your 4-6 years' tenure in Business/Commercial Banking/Retail/Small Business or experience from other Member facing and/or Credit adjudication roles
- Relish in the opportunity meet new people, develop meaningful business relationships and leveraging valuable centres of influence within the community
- Have sound experience with day-to-day banking policies and procedures including but not limited to cash custody, safeguarding and clearing
- Demonstrate your sales management skills in setting and monitoring sales targets, plans, pipelines and activities
- Be aware of and mitigate enterprise risk factors and ensure compliance with applicable regulations, legislation and FirstOntario policies and procedures
- Be willing to work flexible hours including evenings and weekends as the job demands and travel to meet your member's needs

**Our Story**

Our emphasis on service means we're constantly searching for new team members whose dedication to helping people is as powerful as their ambition to succeed. We're committed to providing professional development, and to extending employee activities beyond day-to-day operations to support the communities where we're located. Our people are the difference, it's a part of why we love coming to work.

FirstOntario is proud and privileged to be able to assist and touch the lives of so many in our communities.
- We believe giving back to our communities helps everyone.
- We believe in volunteering, active community support and participation.
- We believe in investing our profits back into the credit union and the community.
- We believe in finding solutions to help our Members and communities.

If this sparks your interest and you demonstrate high levels of integrity and credibility, we should talk. Check out our website for the full job description and prepare your cover letter and resume listing your experience, qualifications, and submit it online through our careers page on the company website.

We appreciate all who exp

  • Business Development Manager

    1 month ago

    Woodstock, Canada SYSCO FOOD SERVICES Full time

    **Business Development Manager** - Reports To District Sales Manager Location Kitchener/Waterloo District Type Salaried Closing Date October 30, 2024 **Company Overview** Sysco connects the world to share food and care for one another. Sysco leads from the heart of food and service to deliver the freshest of foods and ideas to restaurants,...

  • Business Development Representative

    1 week ago

    Woodstock, Canada Canadian Federation of Independent Business Full time

    We are seeking a Territory Sales Manager to promote services to small local businesses. This entails daily meetings with existing members to update them on CFIB's progress and offering, as well as prospecting for new members. Responsibilities:Promoting CFIB's membership services to business ownersBuilding relationships with new businessesMeeting with...

  • Sales Professional for Small Business Development

    2 days ago

    Woodstock, Canada Canadian Federation of Independent Business Full time

    We are seeking a motivated Sales District Manager to promote services to small local businesses in Woodstock, ON. As a key member of our team, you will be responsible for multiple daily meetings with existing members (300-400 accounts) to update them on CFIB's progress and offering, as well as prospecting for new members.Key Responsibilities:Seek out new...

  • Territory Sales Manager

    1 month ago

    Woodstock, Canada Canadian Federation of Independent Business Full time

    We are looking for a Territory Sales Manager in Woodstock, ON! Do you want to work for an organization that believes in people’s potential? If you are independent, self starter, people-oriented and a driven individual looking for your next big challenge, look no further. What will you do? As a CFIB Sales District Manager (Territory Sales Manager), you will...

  • Air Conditioning Area Sales Manager

    3 weeks ago

    Woodstock, Canada Canadian Federation of Independent Business Full time

    p>We are looking for a Territory Sales Manager in Woodstock, ON! As a CFIB Sales District Manager (Territory Sales Manager), you will be promoting services to small local businesses. This entails multiple daily meetings with existing members (300-400 accounts) to update them on CFIB’s progress and offering, as well as prospecting for new members. Seeking...

  • Territory Sales Manager

    3 weeks ago

    Woodstock, Canada Canadian Federation of Independent Business Full time

    We are looking for a Territory Sales Manager in Woodstock, ON! Do you want to work for an organization that believes in people’s potential? If you are independent, self starter, people-oriented and a driven individual looking for your next big challenge, look no further. What will you do? As a CFIB Sales District Manager (Territory Sales Manager), you...

  • Strategic Accounting Manager

    6 hours ago

    Woodstock, Canada MNP Full time

    At MNP, we pride ourselves on being a leading national accounting, tax and business advisory firm in Canada. As a Strategic Accounting Manager, you will play a vital role in our Assurance & Accounting team, providing comprehensive financial information to clients and helping them make informed decisions with confidence. We are seeking an experienced...

  • Senior Assurance and Accounting Manager

    4 weeks ago

    Woodstock, Ontario, Canada MNP Full time

    Job DetailsDescriptionMNP is a leading national accounting, tax and business advisory firm in Canada, providing business strategies and solutions to clients. As a Manager of Assurance and Accounting Services, you will be part of a diverse team of professionals dedicated to exceeding clients' unique needs within a rapidly evolving business and financial...

  • Key Account Manager

    2 weeks ago

    Woodstock, Canada Shell Gas station Full time

    Key Account Manager RoleWe are seeking a Key Account Manager to join our team. As a Key Account Manager, you will be responsible for developing and maintaining strong relationships with our key customers, identifying new business opportunities, and driving sales growth.Key Responsibilities:Develop and execute sales strategies to achieve business...

  • Accounting Manager

    6 months ago

    Woodstock, Canada MW&Co. Full time

    MW&CO is a progressive, regional professional services firm offering services in public accounting, taxation, financial planning, and general consulting and advice. We are a rapidly growing practice, providing great opportunities in accounting, tax, and finance through our various departments and integrated corporate entities. Having grown substantially in...

  • Accounting Manager

    5 months ago

    Woodstock, Canada MW&Co. Full time

    MW&CO is a progressive, regional professional services firm offering services in public accounting, taxation, financial planning, and general consulting and advice. We are a rapidly growing practice, providing great opportunities in accounting, tax, and finance through our various departments and integrated corporate entities. Having grown substantially in...

  • Regional Sales Manager

    1 week ago

    Woodstock, Canada Canadian Federation of Independent Business Full time

    We are seeking a highly motivated and results-driven Territory Sales Manager to join our team at the Canadian Federation of Independent Business. As a key member of our sales team, you will be responsible for promoting our services to small local businesses in Woodstock, ON.Key Responsibilities:Seeking new businesses and building relationships with existing...

  • Accounting Clerk and Human Resource Coordinator

    5 months ago

    Woodstock, Canada Demeter Veterinary Services Full time

    Demeter Veterinary Services is currently seeking a talented individual to join our team as an Accounting Clerk and Human Resource Coordinator. In this position, you will be responsible to help the accounting team maintain all financial aspects of the business including accounts payable/receivable, budgeting and financial reporting. You will also be in...

  • Regional Sales Development Manager

    2 days ago

    Woodstock, Canada Canadian Federation of Independent Business Full time

    We are seeking a talented Territory Sales Manager in the Woodstock, ON area to join our team. As a key member of our sales force, you will play a crucial role in promoting services to small local businesses.This is an excellent opportunity for a driven individual who thrives in an independent work environment and has a passion for building relationships with...

  • Finance and Accounting Manager

    5 months ago

    Woodstock, Canada Fibreglass Solutions inc. Full time

    **About the Company** **Finance and Accounting Manager** FSI is looking for a Finance and Accounting Manager to control the overall financial operations of the company. Reporting directly to the President, the Financial Manager plays a pivotal role in managing all accounting, financial reporting, and treasury activities. The Financial Manager is...

  • Sales Account Manager

    5 months ago

    Woodstock, Canada InControl Diapers Full time

    About Our Company: With four years of dedicated service, we are a thriving medical company specializing in incontinence supplies for adults. Our commitment to quality, innovation, and customer satisfaction has quickly established us as a key player in the healthcare industry, catering to the unique needs of our clients with specialized products. Job Role...

  • Accounting Manager for Assurance Professionals

    2 days ago

    Woodstock, Canada MNP Full time

    Job SummaryWe are seeking a skilled Accounting Manager to join our Assurance team. As a trusted advisor, you will provide comprehensive financial information to clients, enabling them to make informed decisions with confidence.About the RoleThis is a leadership position that requires strong industry and technical expertise. You will lead client-facing...

  • Business Development Manager

    4 weeks ago

    Woodstock, Canada Cfib Fcei Full time

    We are seeking a highly motivated and results-driven Territory Sales Representative to join our team at CFIB. As a key member of our sales team, you will be responsible for promoting our services to small local businesses in your designated territory.Key Responsibilities:Promote CFIB's membership services to business ownersSeek new businesses and build...

  • Accounting Clerk and Customer Service Representative

    5 months ago

    Woodstock, Canada Demeter Veterinary Services Full time

    **Responsibilities may include the following**: - Provide accounting and clerical support to the accounting department - Type accurately, prepare and maintain accounting documents and records - Prepare bank deposits, general ledger postings and statements - Reconcile accounts in a timely manner - Daily enter key data of financial transactions using...

  • Key Account Manager

    2 weeks ago

    Woodstock, Canada Metier Schema Consulting Inc. Full time

    About the RoleWe are seeking a highly motivated and experienced Key Account Manager to join our team. As a Key Account Manager, you will be responsible for developing and maintaining strong relationships with our key clients, identifying new business opportunities, and driving sales growth. If you have a proven track record of success in sales and are...