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Financial Services Account Manager

2 months ago


ChaudièreAppalaches, Canada BDC Full time

About BDC

BDC is a leading financial institution that provides financing and consulting services to Canadian entrepreneurs. We are committed to fostering a diverse, equitable, inclusive, and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work.

Job Summary

The Commercial Account Manager, Corporate Financing will contribute to the growth of BDC's Corporate Financing portfolio by sourcing, developing, and recommending high-quality transactions in accordance with BDC credit policies and risk parameters. The incumbent will act as a trusted advisor to entrepreneurs while delivering outstanding customer relationships.

Key Responsibilities

  • Proactively identify and develop new business opportunities for Corporate Financing and Consulting.
  • Develop and implement a customer relationship retention/growing strategy to build a long-term profitable loan portfolio with existing and new clients while providing a high level of customer service.
  • Develop and execute an individual marketing plan ensuring alignment with the Corporate Financing strategy and portfolio objectives while meeting financial objectives related to the forecasted loss rate, profitability, revenue growth, and retention of clients.
  • Conduct proper investigation and due diligence activities on all proposals.
  • Pre-qualify, structure, and present to the Corporate Financing Underwriting Group proposals in accordance with BDC policies and procedures, including all appropriate analyses, documentation, and excellent risk/return ratio.
  • Act as a trusted advisor to Corporate Financing customers while delivering outstanding customer service in order to maintain on-going relationships and repeat business with clients.
  • Plan and conduct activities that promote BDC financial and consulting services, especially its capacity to handle major loans, and assist business centre management in coordinating business development activities in the regions.
  • Build ongoing and sustainable relationships with associations, influencers, financial institutions, and others to help BDC achieve its Corporate Financing objectives.
  • Keep abreast of the general issues affecting the Corporate Financing business community, including market conditions, industry practices, and financial results for existing and potential clients.

Requirements

  • Bachelor in Commerce or Finance or Business Administration with a major in accounting.
  • Post Graduate degree in Business and/or CFA designation and/or relevant professional designation an asset.
  • 7-10 years of relevant experience.
  • Demonstrated strength in business development and client relationship skills.
  • Analytical business sense and strategic thinking.
  • Ability to sell financial services to demanding and sophisticated clients.
  • Ability to identify business opportunities for entrepreneurs who will benefit from the unique range of BDC services (financing and consulting).
  • Ability to work independently and meet deadlines.
  • Highly organized and proactive.
  • Proficient in Microsoft Office applications (Word, Excel, and PowerPoint).
  • Bilingualism an asset.