Account Manager - Commercial Market

The incumbent at Desjardins Business - Caisses by sector is responsible for prospecting, soliciting, developing and maintaining business relationships with major strategic clients operating in the commercial sector, with a view to promoting and selling products and services in order to grow the centre’s business. He or she uses in‑depth technical and business skills to represent, negotiate and engage companies as part of strategic agreements of great importance to the centre’s business.

He or she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and member, client and partner satisfaction. He or she also acts as a leader and influencer to a variety of parties and shares expertise with unit members as necessary.

• Initiate, develop and maintain personalized business relationships with current and potential clients 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, members and clients. Ensure proper usage, updating and satisfaction with the products and services offered. Analyse sources of dissatisfaction and recommend potential solutions.
• Identify and analyse member and client needs, develop personalised solutions and prepare an integrated service offering. Negotiate applicable conditions with members and clients.
• Recommend strategies and solutions for achieving the business centre’s objectives, 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 engage actively in the business community.
• Be attentive to client and member needs to ensure their full satisfaction, seize business opportunities and 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 responsibility.

• Bachelor’s degree in a related field.
• A minimum of eight years of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and experience may be considered.

• Action oriented
• Communicates effectively
• Customer focused
• Embraces differences
• Drives results
• Interpersonal savvy
• Nimble learning

• Competitive salary and annual bonus
• Four 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
• Benefits apply based on eligibility criteria.

At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Member/client sales and service (FG)