Account Manager responsible for managing client relationships and promoting financial services at Desjardins. Fostering business growth through strong client engagement and service satisfaction.
Responsibilities
Initiate, develop and maintain personalized business relationships with current and potential clients in order to promote and sell the products and services offered by Desjardins.
Act as an account manager by serving as a key intermediary between the business centre and members and clients.
Ensure proper usage and updating of, as well as satisfaction with the 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.
Recommend strategies and solutions for achieving objectives by the business centre such as increased business volume, sound risk management, portfolio profitability and stronger business relationships.
Use intelligence to identify opportunities for business development that will increase the competitiveness of the products and services offered.
Execute various promotional activities as part of the centre's business operations.
Participate in targeted public relations activities and participate actively in the business community.
Be attentive to client and member needs to ensure their full satisfaction, seize business opportunities and, as needed, refer them to the right person to meet their needs.
Adhere to all policies, practices and standards in effect, as well as the various laws governing the distribution of financial products and services.
Provide sound and prudent risk management for all portfolios under their responsibility.
Requirements
Bachelor's degree in a related field
A minimum of two years of relevant experience
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 commercial, industrial and institutional 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
Sales Strategic Partnerships Developer at papernest handling enterprise sales cycles and partnerships in a fast - growing environment. Responsible for team management and strategic growth initiatives.
Growth Account Manager managing and expanding client relationships for Eficode in Scandinavia. Engage prospects and turn them into customers, driving sustainable business growth.
Account Manager ensuring clients manage their personal insurance policies effectively at HUB International. Responsible for managing accounts and facilitating client relationships in a hybrid work environment.
Junior Inside Account Manager responsible for selling service agreements and customer training in a collaborative team at Videojet Technologies. Join us in providing coding and marking solutions.
Product Partnerships Manager at OpenAI responsible for leading strategic partnerships and driving growth in the APAC region. Collaborate with cross - functional teams to enhance product adoption and user engagement.
Channel Account Manager responsible for driving revenue growth through strategic sales initiatives at Barco's Meeting Experience Business Unit. Managing sales activities and building relationships with channel partners.
Key Account Manager responsible for tire sales and mobile solutions in specified regions for Bridgestone. Focusing on client relationships and market analysis to achieve sales targets.
Territory Manager in Pharmaceutical Sales managing HCP relationships in Dermatology and driving product adoption. Focused on account - based selling and collaboration with health systems and advocacy groups.
Vaccine Account Manager developing and managing B2B customer relationships in complex healthcare systems. Leading vaccination efforts and ensuring optimal patient access to vaccines.