Account Manager, Business Services

2 days ago


Woodstock, Canada FirstOntario Credit Union Full time
Why FirstOntario?

  • Competitive compensation packages
  • Top-tier health and wellness benefits, including comprehensive benefits packages and a yearly Personal Spending Account
  • Enhanced mental health benefits through SunLife and TELUS Health
  • Exclusive banking benefits
  • Up to $1000 per year towards professional development
  • Pension Plan
  • Flex-work environment
  • Company-wide Employee Volunteer program (Blue Wave Program)
  • Employee and Family Assistance Program

Job Overview

Primary Duties and Responsibilities

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.

  • 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
  • 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

Job Specifications and Technical Requirements

  • 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

Interested in this role, but don't meet every requirement? We encourage you to apply We know from experience that a candidate doesn't need 100% of the qualifications listed to bring incredible value to our team. We're actively seeking diverse backgrounds and perspectives to help make FirstOntario better. At FirstOntario, inclusion, diversity, and equity aren't just "nice to have" - they're essential to our success.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

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