Account Manager, Small Businesses

Desjardins

Account Manager managing business relationships in commercial sectors for small organizations at Desjardins Ontario Credit Union. Promoting and selling products and ensuring client satisfaction through personalized services.

Posted 7/16/2026full-timeSudbury • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, financial analysis, and business development strategies to enhance portfolio profitability and customer satisfaction. Proficient in navigating financial products, risk management, and cooperative values to drive results and foster strong business relationships.

Highest-signal resume keywords

Client Relationship ManagementFinancial AnalysisBusiness Development StrategiesSales SkillsRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisMarket AnalysisCredit Risk AssessmentLoan and Guarantee Contracts KnowledgeFinancing and Credit ManagementBusiness Credit AuthorizationService Standards KnowledgeDesjardins Business ProcessesGovernment Business Assistance ProgramsProduct Knowledge for Businesses

Soft Skills

Strong Networking SkillsEffective CommunicationCustomer FocusInterpersonal SavvyAction Oriented

Certifications & Qualifications

Bachelor's Degree in Related Field

Industry Keywords

Financial ProductsRisk ManagementCooperative ValuesBusiness RelationshipsPromotional Activities

About the role

Key responsibilities & impact

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

What you’ll need

Bachelor's degree in a related field
A minimum of two years of relevant experience
Must be fluent in English due to the nature of the duties or work tools, or because the position involves interactions with English-speaking partners, members and/or clients
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 major commercial, industrial and institutional markets
Knowledge of loan and guarantee contracts
Knowledge of products and services for businesses, including those offered by caisses, components and Desjardins distribution networks, as well as 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 Desjardins business processes
Understanding of the referral process
Familiarity with government business assistance programs
Strong networking skills
Strong sales skills
Knowledge of service standards
Understanding of cooperative and cooperative network values, rules and operations
Action oriented
Communicates effectively
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning

Benefits

Comp & perks

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