Client Relationship Manager supporting SME clients with group retirement savings solutions at Desjardins Insurance. Advising clients and partners while improving service quality and outcomes.
About the role
- Senior Account Manager financing Canadian entrepreneurs through tailored lending solutions. Managing corporate borrower portfolios and advising entrepreneurs with $3M–$50M revenues.
Responsibilities
- Meet with entrepreneurs, clients, and prospects to understand their businesses, identify issues, provide advice, and recommend appropriate BDC services
- Deliver a marketing plan aligned with business-centre objectives
- Execute an action plan focused on client-portfolio retention, satisfaction, and development
- Analyze, negotiate, and present financing proposals while exercising credit judgment
- Manage a portfolio of corporate borrowers
- Maintain value-added, segment-specific, and personalized client communications
- Build strong business relationships and contribute to entrepreneurs' success through tailored financing solutions and advisory services
Requirements
- Bachelor's degree in business administration or in a field deemed equivalent
- Good financial analysis skills and ability to interpret financial statements
- Professional accounting designation is a major asset
- 5 or more years of experience in a similar role with sales objectives
- Good knowledge of the business environment in the candidate's region
- Canvassing skills
- Listening skills and ability to identify entrepreneurs' issues and business needs
- Accuracy, proactivity, and outstanding customer service
- Rigorous and organized portfolio management and marketing-plan implementation
- Business development strategy implementation
- Ability to build effective and lasting relationships with peers, business contacts, and external partners
- Valid driver's licence and access to a vehicle required
Benefits
- Flexible and competitive benefits
- Employee Savings and Investment Plan with BDC matching part of voluntary contributions
- Defined Benefit Pension Plan
- $750 wellness and health care spending account
- Paid vacation each year
- Five personal days
- Sick days as necessary
- Offices closed from December 25 to January 1
- Hybrid work model
- Opportunities for learning, training and development
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