Commercial Account Manager at Desjardins, promoting financial products and services to medium-sized organizations. Managing client relationships, growth strategies, profitability, and portfolio risk in Montréal.
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; analyze dissatisfaction and recommend solutions
Identify and analyze needs, develop personalized solutions, prepare integrated service offerings and negotiate conditions
Recommend strategies for business growth, sound risk management, portfolio profitability and stronger business relationships
Identify business-development opportunities to increase product and service competitiveness
Execute promotional activities and participate in targeted public relations and business-community activities
Address client and member needs, ensure satisfaction, seize opportunities and refer them appropriately
Provide sound and prudent risk management for assigned portfolios
Requirements
Bachelor's degree in a related field
A minimum of four 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
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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