Commercial Account Manager at Desjardins, promoting financial products and services to strategic commercial clients. Managing relationships, tailored solutions, negotiations, sales growth, and portfolio risk.
Responsibilities
Initiate, develop and maintain personalized business relationships with current and potential clients to promote and sell Desjardins products and services
Act as an account manager and 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 increase business volume, ensure sound risk management, improve portfolio profitability and strengthen business relationships
Identify business development opportunities to increase competitiveness of products and services
Execute promotional activities and participate in targeted public relations activities and the business community
Ensure client and member satisfaction, seize business opportunities and refer them to the appropriate person as needed
Provide sound and prudent risk management for all portfolios under responsibility
Requirements
Bachelor's degree in a related field
A minimum of six years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Adhere to all policies, practices and standards in effect, as well as the various laws governing the distribution of financial products and services
Action oriented
Communicates effectively
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning
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
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