Desjardins account manager developing real estate-sector client relationships and selling financial products. Supervising and coaching account managers while balancing growth, risk, profitability and satisfaction.
Responsibilities
Provide functional supervision, coordination and coaching to a designated group of account managers
Act as content expert for their area of expertise to a designated team of account managers
Initiate, develop and maintain personalized business relationships with current and potential clients
Promote and sell the business centre’s products and services
Serve as a key intermediary between the organization 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 an integrated service offering
Negotiate applicable conditions with members and clients
Contribute to the skill development of a designated group of account managers
Recommend strategies and solutions for increased business volume, sound risk management, portfolio profitability and stronger 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
Address client and member needs, seize business opportunities and refer them to the right person as needed
Provide sound and prudent risk management for all portfolios under their responsibility
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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