Account Manager, Real Estate Market
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Lévis • Canada
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About the role
- 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 real estate, rental and residential 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
- Standing alone
- Problem solving
- Timely decision making
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
- Competitive salary and annual bonus
- 4 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysismarket analysiscredit risk assessmentloan contractsfinancing practicescredit managementbusiness credit authorizationbusiness developmentrisk managementservice standards
Soft Skills
networkingsales skillsproblem solvingtimely decision makingaction orientedeffective communicationcustomer focusinterpersonal savvydrive resultsnimble learning
Certifications
Bachelor's degree