Desjardins Account Manager developing and selling financial solutions to small commercial organizations. Managing client relationships, credit risk, portfolio profitability and business growth.
Responsibilities
Initiate, develop and maintain personalized business relationships with current and potential clients to promote and sell Desjardins products and services
Serve as a key intermediary between the business centre and members and clients
Ensure proper usage and updating of, as well as satisfaction with, products and services offered
Analyze sources of dissatisfaction and recommend potential solutions
Identify and analyze member and client needs, develop personalized solutions and prepare integrated service offerings
Negotiate applicable conditions with members and clients
Recommend strategies and solutions to achieve business centre objectives, including increased business volume, sound risk management, portfolio profitability and stronger business relationships
Use intelligence to identify business development opportunities that increase the competitiveness of products and services
Execute promotional activities as part of the centre's business operations
Participate in targeted public relations activities and actively participate in the business community
Address client and member needs, seize business opportunities and refer them to the appropriate person when needed
Adhere to all applicable policies, practices, standards and laws governing the distribution of financial products and services
Provide sound and prudent risk management for all portfolios under responsibility
Requirements
Bachelor's degree in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Knowledge of the latest financial, economic, policy and legislative developments
Ability to perform analyses of the market and the business centre external environment
Ability to perform financial analysis
Knowledge of the characteristics and credit risk inherent to the major commercial, industrial and institutional markets
Knowledge of loan and guarantee contracts
Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition
Knowledge of financing and credit management practices related to businesses
Knowledge of policies, legislation and standards governing the products and services offered by the business centre
Knowledge of business credit authorization, monitoring, collection and recovery practices
Knowledge of the Desjardins business processes
Understanding of the referral process
Familiarity with government business assistance programs
Networking skills
Strong sales skills
Knowledge of service standards
Understanding of cooperative and cooperative network values, rules and operations
Must be fluent in English
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
Regional Account Manager selling Fortinet cybersecurity solutions to public - sector accounts. Building pipelines, managing partners, and closing B2B technology sales across the territory.
Relationship Manager supporting international students, host families, and schools through Canada Homestay Network’s nonprofit homestay programs. Managing orientations, community relationships, records, and crisis support.
Institutional partnerships leader selling sponsorships, content, and event solutions for BeInCrypto’s global digital - asset financial media newsroom. Building enterprise relationships and closing revenue - generating deals across crypto, fintech, and traditional finance.
Account Manager guiding client strategy and digital marketing projects at VERB, a Halifax - based agency. Managing relationships, budgets, timelines, campaigns, and web development from Discovery to Launch.
Account Manager owning eCommerce client relationships for a performance marketing agency. Translating campaign data into full - funnel strategy, team alignment, and client retention.
Senior Marketing Services Manager expanding Toptal’s marketing agency through enterprise solutions, partnerships, and AI - enabled offerings. Driving proposals, business development, and measurable revenue growth.