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Business Development Account Manager
3 months ago
Overview:
The Branch Business Account Manager plays a crucial role in fostering strong relationships with our members and driving business growth. This position is centered around understanding member needs and delivering tailored financial solutions.
A typical day would involve:
- Collaborating with the branch team to celebrate achievements, provide education, and offer coaching.
- Engaging with members to assess their complete cash flow and identify their unique financial needs.
- Delivering personalized, documented advice within our CRM system, ensuring a continuous relationship-building process rather than isolated transactions.
- Proactively reaching out to members to understand their evolving needs and provide relevant guidance aimed at enhancing their overall financial health.
- Working closely with internal partners to offer a comprehensive range of solutions, continually striving to improve your knowledge of all business areas.
You are:
- Inquisitive, creative, and driven by results.
- Passionate about small business markets and eager to expand your understanding of financial solutions.
- Personable and relatable, leveraging your experiences to connect with others effectively.
- Mindful of biases and committed to fostering inclusive interactions.
- Dedicated to building long-term, loyal relationships that benefit the organization as a whole.
- Collaborative in nature, always supporting colleagues and recognizing their needs.
- Analytical and confident in decision-making, exercising sound judgment.
You Have:
- A university degree and hands-on experience in business development, including cold-calling.
- Proven track record of strong sales and referral outcomes across various business lines.
- A minimum of 2 years in an Account Manager role with solid lending experience, particularly in residential mortgages.
- Proficiency in retail credit for business and self-employed clients.
- Post-secondary education or diploma in Finance or Commerce.
Successfully completed:
- Investment Funds in Canada (IFIC), Canadian Securities Course (CSC), or Canadian Investment Funds Course (CIFC).
- CUIC 210.
- Financial Planning I.
- Two additional courses in a Certified Financial Planner (CFP) Core Curriculum program from recognized providers.
- CUSOURCE's Self-Employed Borrowers Course, Financial Statement Composition Course, and Intro to Business Statements Analysis.
Bonus Points:
- Strong performance in Sustainable Wealth Management referrals.
- Experience in relationship building.
This position operates under a union agreement, with a salary structure starting at $37.25 (Grp 6 Step 1).
We value diverse experiences and encourage individuals to apply even if their qualifications do not perfectly match the listed requirements.
