Business Account Manager assessing business loan risk and recommending credit decisions. Growing member relationships and selling financial products for Access Credit Union in Winnipeg.
About the role
- Desjardins account manager developing real estate-sector client relationships and selling financial products. Managing tailored solutions, 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
- Act as an account manager and key intermediary between the business centre and members and clients
- Ensure proper usage and updating of, and 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
- Identify business development opportunities to increase the competitiveness of products and services
- Execute promotional activities and participate in targeted public relations activities and the business community
- Address client and member needs, seize business opportunities and refer them to the appropriate person when needed
- Adhere to applicable policies, practices, standards and laws governing financial product and service distribution
- Provide sound and prudent risk management for all responsible portfolios
Requirements
- Bachelor's degree in a related field
- A minimum of two years of relevant experience
- 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 real estate, rental and residential 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
- Standing alone
- Problem solving
- Timely decision making
- 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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