Desjardins account manager developing commercial and industrial client relationships. Selling financial products, negotiating strategic agreements, and managing portfolio growth, profitability, and 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, updating, and satisfaction with products and services offered
Analyze dissatisfaction sources and recommend solutions
Identify and analyze needs, develop personalized solutions, prepare integrated service offerings, and negotiate conditions
Recommend strategies and solutions to increase business volume, manage risk prudently, improve portfolio profitability, and strengthen relationships
Identify business development opportunities to increase competitiveness of products and services
Execute promotional activities and participate in targeted public relations and business community activities
Address client and member needs, pursue opportunities, ensure satisfaction, and make referrals as needed
Follow applicable policies, practices, standards, and laws while managing portfolio risk
Represent, negotiate, and engage companies in strategic agreements of significant importance to the centre's business
Act as a leader and influencer and share expertise with unit members as necessary
Requirements
Bachelor's degree in a related field
A minimum of eight years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Compliance with policies, practices, standards, and laws governing the distribution of financial products and services
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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