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Account representative

  • Calgary, AB, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description


A career as an Account Representative at National Bank, your ability to work in synergy with a variety of partners will be a key asset. You’ll use your excellent customer service skills and proactive approach to handle the administrative and transaction needs of Commercial Banking clients.


Your role:



  • Support the account manager by prioritizing and carrying out various complex administrative activities for Commercial Banking files

  • Promote client satisfaction and loyalty by offering exceptional service and detecting business opportunities

  • Open files for Commercial Banking client accounts 

  • Help colleagues handle non-standard files 

  • Identify operational issues, recommend solutions and help develop new procedures

  • Perform checks and analyses to ensure the accuracy of financial data within set timeframes and participate in various tasks related to financial transactions

  • Adhere to compliance and risk management rules


Working in the Commercial Banking sector, in a large team that stands out for its exceptional level of collaboration, you will report to the manager support and performance. In addition to maintaining relationships with clients and team members, you’ll have the opportunity to develop your skills through training, hands-on learning, and discussions with experts in your group.


We want to contribute to your quality of life by offering you flexibility in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.


Prerequisites:



  • Three-year college diploma or academic equivalent in a related field and three years of relevant experience

  • Customer service experience

  • Knowledge of banking products and services for businesses

  • Proficiency with Word and Excel 

  • Good sense of initiative and good level of autonomy


Languages: English
Required skills: Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resiliency, Teamwork

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!
More about this job

Responsibilities

Support account managers with complex administrative activities for Commercial Banking files, including opening client accounts and handling transaction needs. Provide exceptional client service, identify business opportunities and operational issues, verify financial data, support financial transactions, and follow compliance and risk management requirements.

Requirements

Requires a three-year college diploma or academic equivalent in a related field and three years of relevant experience, including customer service experience. Candidates should know business banking products and services, be proficient in Word and Excel, and demonstrate initiative and autonomy.

Skills

  • Accountability
  • Client Focus
  • Communication
  • Diversity And Inclusion
  • Results Orientation
  • Emotional Intelligence
  • Empathy
  • Humility
  • Initiative
  • Learning Agility
  • Resilience
  • Teamwork
  • Customer Service
  • Financial Analysis
  • Risk Management
  • Microsoft Word And Excel

Benefits

  • Health And Wellness Program
  • Flexible Group Insurance
  • Pension Plan
  • Employee Share Ownership Plan
  • Employee And Family Assistance Program
  • Preferential Banking Services
  • Community Initiatives
  • Telemedicine Service
  • Virtual Sleep Clinic

Visa sponsorship

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Categories

  • Finance & Accounting
  • Customer Service & Support
  • Administrative

Keywords

  • Commercial Banking
  • Account Management
  • Client Accounts
  • Customer Service
  • Client Satisfaction
  • Business Development
  • Administrative Support
  • Financial Transactions
  • Financial Data
  • Financial Analysis
  • Compliance
  • Risk Management
  • Operational Issues
  • Procedure Development
  • Microsoft Word
  • Microsoft Excel
  • Banking Products And Services
  • Hybrid Work
  • Teamwork

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