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3 months ago
Job Details
Description
About Us:
Peoples Group is a distinguished Financial Institution with a legacy of over 35 years in the Canadian market. Our commitment is to surpass our clients' expectations by delivering outstanding customer service supported by comprehensive product expertise and experience.
Our organizational culture is defined by our core values: Strength-Based, Relationship-Focused, and Passionate Execution. We believe that individuals choose a company to be part of, rather than just a workplace. We prioritize people and strive daily to embody trustworthiness, creativity, and a willingness to innovate. Our approach emphasizes risk-aware practices to ensure we remain compliant and intelligent in our operations.
Work Environment:
Peoples Group promotes a flexible and hybrid work model. In this role, you will engage in a mix of in-office and remote work. Typically, your schedule will align with standard business hours, Monday to Friday, from 8:00 AM to 4:30 PM, with some flexibility regarding start and end times.
Position Overview:
We are seeking a seasoned Account Manager or fintech consultant who excels in recognizing and capitalizing on opportunities to deliver value and cultivate robust client relationships. You are an organized self-starter with exceptional communication skills for both internal and external stakeholders. You effectively manage client expectations and possess strong problem-solving abilities. Your background in financial services or similarly regulated sectors equips you with a solid understanding of risk and compliance, enabling you to achieve results through exemplary customer interactions.
Qualifications:
- Minimum of five years' experience in relationship management, preferably within the fintech or banking sectors
- Proven experience in managing multiple internal stakeholders
- Strong analytical and creative problem-solving skills
- Project management expertise
- Proficient negotiation skills
- Strategic account management experience
- Familiarity with Microsoft Office, Microsoft Dynamics, CRM, and other relevant software
Responsibilities:
- Oversee commercial client communications, including regular updates, guidance on internal policies, and issue resolution
- Collaborate with internal departments to advocate for clients' interests
- Engage with clients through phone, web conferencing, and in-person meetings
- Provide weekly reports to the executive team regarding account activities
- Present and interact with all levels of management and clients
- Manage client expectations professionally, ensuring prompt and efficient resolution of issues
- Appropriately escalate critical issues for resolution
- Become the subject matter expert on assigned clients' businesses and activities
- Support clients' business objectives and offer strategic insights into their programs
- Manage and negotiate agreements, including pricing, for all assigned clients
- Identify opportunities within client portfolios and propose new products and services to enhance performance
Compensation:
Peoples Group offers a competitive annual salary along with a discretionary profit-sharing opportunity. The salary for this position ranges from $65,000 to $80,000 per year, depending on the candidate's knowledge, skills, abilities, and experience.
We appreciate your interest in this position; however, only candidates under consideration will be contacted. Peoples Group is an Equal Employment Opportunity employer.
