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SME Account Manager

  • Quebec, QC, 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 SME Account Manager in the Private Banking 1859 team means acting as a privileged guide for hundreds of small to medium-sized businesses, surrounded by experts, to guide clients towards the most suitable financial solutions.

Your job



  • Develop your client portfolio

  • Meet business development objectives by proposing solutions tailored to all of your clients' needs

  • Seize referral opportunities in a context of synergy across the Bank

  • Conduct financial analyses and develop financing scenarios

  • Negotiate the terms and conditions of products with clients, ensuring that they meet the desired profitability criteria

  • Ensure the application of service quality standards, as well as compliance with compliance and risk management rules

  • Identify business opportunities in your market for all of the Bank's products and services

  • Participate in visibility activities in your market

  • Identify risks inherent to the sector's activities.


Your team


Within the Private Banking 1859 & Commercial sector, you are part of a team of professionals supporting commercial customers. In addition, you are surrounded by an entire ecosystem of experts to help you offer the best possible solutions to customers.


Reporting to the Regional Vice-President, the position is based in Levis.

Our action-based learning training programs allow you to master your trade. Access to colleagues with different expertise, experiences and diversified profiles enriches your development in every way.

Prerequisites



  • University certificate and 7 years of experience

  • or bachelor's degree and 5 years of experience

  • or master's degree and 3 years of experience

  • Experience in business development

  • Knowledge of financial statement analysis

  • Established professional network of contacts with local small and medium-sized businesses

  • Negotiation skills.



Languages: French
Required skills: Accountability, Banking, Branch Banking, Business Expansion, Business Relationship Management, Business Services, Client Development, Client-focused, Communication, Emotional Intelligence, Financial Analysis, Learning Agility, Listening, 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

Develop and manage a portfolio of small and medium-sized business clients by identifying opportunities and recommending tailored banking and financing solutions. Analyze financial statements, negotiate product terms, meet profitability objectives, and uphold service quality, compliance, and risk management standards.

Requirements

Candidates need a university certificate with seven years of experience, a bachelor's degree with five years, or a master's degree with three years. Required experience and capabilities include business development, financial statement analysis, a local SME professional network, and negotiation skills.

Skills

  • Accountability
  • Banking
  • Branch Banking
  • Business Expansion
  • Business Services
  • Client Development
  • Client Focus
  • Communication
  • Emotional Intelligence
  • Financial Analysis
  • Learning Agility
  • Listening
  • Teamwork
  • Business Development
  • Negotiation

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
  • Sales
  • Customer Service & Support

Keywords

  • Private Banking
  • Small And Medium-Sized Businesses
  • Portfolio Management
  • Business Development
  • Financial Solutions
  • Financial Analysis
  • Financial Statement Analysis
  • Financing Scenarios
  • Negotiation
  • Profitability
  • Referral Opportunities
  • Banking Products And Services
  • Service Quality
  • Compliance
  • Risk Management
  • Market Development
  • Local Business Network
  • Commercial Banking

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