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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development, client relationship management, and financial analysis, with a strong focus on risk management and portfolio profitability. Proficient in negotiating strategic agreements and understanding the financial products and services landscape.
Highest-signal resume keywords
Business DevelopmentFinancial AnalysisClient Relationship ManagementRisk ManagementSales Skills
About the role
Key responsibilities & impact- Prospect, solicit, develop and maintain business relationships with major strategic commercial-sector clients to promote and sell Desjardins products and services and grow the business centre's business
- Represent, negotiate and engage companies in strategic agreements of significant importance to the business centre
- Balance sales objectives, sound and prudent risk management, portfolio profitability, and member, client and partner satisfaction
- Act as a leader and influencer and share expertise with unit members as necessary
- Initiate, develop and maintain personalized relationships with current and potential clients
- Serve as a key intermediary between the business centre and members and clients
- Ensure proper usage and updating of, and satisfaction with, products and services; analyze dissatisfaction and recommend solutions
- Identify and analyze needs, develop personalized solutions, prepare integrated service offerings, and negotiate applicable conditions
- Recommend strategies and solutions to increase business volume, manage risk, improve portfolio profitability, and strengthen relationships
- Identify business-development opportunities using market intelligence
- Execute promotional activities and participate in targeted public relations and business-community activities
- Address client and member needs, ensure satisfaction, identify opportunities, and make referrals as needed
- Comply with applicable policies, practices, standards and laws governing financial-product and service distribution
- Provide sound and prudent risk management for all assigned portfolios
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of eight years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- 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
- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisMarket AnalysisLoan Contracts KnowledgeCredit Risk AssessmentPortfolio Profitability ManagementBusiness Credit AuthorizationFinancing PracticesService Standards KnowledgeDesjardins Business ProcessesGovernment Business Assistance Programs
Soft Skills
Networking SkillsInterpersonal SavvyEffective CommunicationCustomer FocusAction Oriented
Industry Keywords
Commercial SectorStrategic AgreementsFinancial ProductsCooperative ValuesLegislative Developments