Jobs at Bank Of America

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 take charge of clients’ needs. 

Your role:

• Open commercial files and assist clients with a variety of transactions
• Perform checks and analyses to ensure the accuracy of transactions
• Establish and maintain effective communication with the various partners involved in files (account managers, treasury managers, legal advisors, etc.)
• Devise solutions that are tailored to client needs
• Develop lasting business relationships with clients by providing exceptional service
• Work with the team to continuously improve administrative processes and tools

Your team:

Working in the Western Canada Agriculture Team, you’ll be part of a large team that stands out for its exceptional level of collaboration. You will help support the team at our Winnipeg location in a hybrid role. In addition to maintaining client relationships and carrying out a variety of tasks, 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: 

• Proficiency with Microsoft Office suite, including Word and Excel
• Knowledge of banking services and products for businesses 
• Good sense of initiative and good level of autonomy

Une carrière comme Leader Principal du Développement des Affaires avec l’équipe de la Banque Commerciale de Calgary chez CWB, une division de la Banque Nationale, te permettra de diriger et d’atteindre des objectifs stratégiques de développement des affaires afin de bâtir et maintenir un portefeuille de clients commerciaux importants et diversifiés. Ce poste te donne l’occasion d’avoir un impact positif sur l’organisation grâce à tes compétences en création de relations, ta compréhension financière et ta connaissance du crédit commercial.

Ton rôle

• Mettre en œuvre un plan de marketing indépendant pour atteindre une croissance ciblée, en mettant l’accent sur les clients commerciaux de taille moyenne à grande (volume de prêts et dépôts de plus de 10 millions $), incluant des activités de vente indépendantes.
• Élaborer une stratégie relationnelle pour chaque client, identifier les enjeux clés de la relation et mettre en place une stratégie pour renforcer notre partenariat avec l’entreprise.
• Maîtriser l’analyse des états financiers et posséder un savoir-faire concret en matière de stratégies efficaces d’atténuation des risques pour l’octroi de crédit.
• Gérer les paramètres risque-rendement dans des limites acceptables afin d’atteindre une performance commerciale efficace.
• Maintenir une connaissance approfondie des clients et prospects, du marché, de la concurrence et des facteurs économiques, tout en comprenant bien les enjeux et tendances clés du secteur.

Ton équipe

Dans le secteur de la Banque Commerciale, tu relèves du vice-président adjoint et directeur adjoint des relations commerciales. Notre équipe se distingue par les relations solides que nous bâtissons avec nos clients. Nous visons à t’offrir une flexibilité maximale et une bonne qualité de vie, notamment grâce à un environnement de travail hybride et des horaires adaptables.

Exigences de base

• Un baccalauréat en administration des affaires, commerce, finance ou comptabilité.
• Un minimum de 5 ans d’expérience en services bancaires aux entreprises, en prêts commerciaux pour le marché intermédiaire (plus de 10 millions $) et en développement des affaires.
• Expérience dans l’élaboration et la mise en œuvre de stratégies de vente réussies.

 

A career as an Associate with the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Position Overview

Provide support to Wealth Advisor in the area of revenue growth while having a solid understanding of financial advisory services. This position combines knowledge in wealth management with proactive sales strategies to expand client relationships, cultivate new opportunities, and ensure the delivery of tailored solutions that align with client's financial objectives.

 Key Responsibilities

• Client Acquisition: Assist Wealth Advisor to identify and secure new high-net-worth and ultra-high-net-worth clients through strategic networking, prospecting, and referral-building activities.
• Sales Strategy Implementation: Design and execute targeted sales plans that align with Wealth Advisor's goals, leveraging market insights to identify and capitalize on opportunities.
• Business Development Partnerships: Collaborate with industry professionals and strategic partners to expand the Wealth Advisor's presence and attract new clients.
• Marketing and Events: Plan and execute seminars, workshops, and events to engage clients and prospects, showcasing the Wealth Advisor's expertise and services. Manage the development of marketing materials, website content, and promotional campaigns to enhance brand visibility and attract new clients.
• Financial Advisory Expertise: Identify areas which Wealth Advisor can provide advice on investment portfolios, retirement planning, tax optimization, estate planning, and other wealth management services.

 Key Skills

• Self-directed, self-starter
• Strong sense of time management and prioritization
• Marketing background
• Strong communication skills

Your team:

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

We want to contribute to your quality of life by offering you as much flexibility as possible 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:

• College diploma in a related field
• At least one year of relevant experience in a related field such as banking operations, customer service, or administration
• Good knowledge of the Microsoft Office suite 
• Organizational and priority management skills 

• Implement an independent marketing plan to achieve targeted business growth mix, with a focus on larger mid-market commercial clients ($10MM+ loan and deposit volume) inclusive of independent sales activities.

• Build a relationship strategy for each client, identifying the key issues surrounding the relationship and implement a strategy to facilitate the expansion of our partnership with the business.

• Practiced skills in financial statement analysis and concrete know-how of effective risk mitigation strategies for credit underwriting.

• Managing risk-reward parameters within acceptable levels towards achieving efficient business performance.

• Maintain extensive knowledge of clients and prospects, market, competition and economic factors, alongside robust understanding of key business issues and trends.

• A Bachelor’s Degree in business administration, commerce, finance, or accounting.

• Minimum of 5 years’ experience in business banking, mid-market commercial lending, (10MM Plus) and Business Development experience.

• Experience developing and implementing successful sales strategies.