Account Representative

A career as an Account Representative in the team of Commercial - Cash Management team at National Bank is to act as the primary contact for our business clients and provides critical support from day one and every day forward! Day one includes initial onboarding activities comprised of opening, installation, and activation of cash management products and services, with required documentation and electronic entries. 

 

This job allows you to have a positive impact on the organization. You will play a key service role with our clients, providing operational support and assistance with their banking needs. Responding to requests, delivering follow-up, maintaining accounts, and offering proactive support to deliver an unrivaled client experience as part of a team of business banking professionals. 

 

 

Your job 

• Delivering client service, support, process, operations, administration, and reporting. 
• Client-focused: Deliver outstanding experiences and execute plans to build the client experience, aligning with CWB’s brand promise. Provide full-service solutions to be every client’s primary financial partner. 
• Proactive service: Be the first point of contact for client service, ensuring critical satisfaction touch points. 
• Sales lens: Actively refer opportunities to other business partners across CWB. 
• Administering: Track and report sales activities, marketing campaigns, local market initiatives, and ad hoc work to support the team. 
• Working smarter: Prioritize, triage, balance diverse accounts, apply policy requirements, and anti-money laundering regulations while delivering high-quality documentation and customer service. 
• Learning: Identify new trends and grow knowledge to achieve success for you and your team. 

  

Your team 

 

Within the Commercial Cash Management sector, you are part of a team of two colleagues, and you report to Senior Invesment Advisor. Our team stands out through our collaborative spirit and proactive mindset, providing the tools, services, and expertise our clients rely on. We ultimately aim to offer you maximum flexibility and quality of life. This notably means a hybrid work environment, as well as adaptable working hours.  

 

Basic requirements 

• Hold a university certificate or bachelor's degree in business administration or commerce. 
• Have 4 years of banking experience and 2 years in business or banking support or administration roles. 
• Possess knowledge of cash management, deposit, and investment products. 
• Knowledge of Payment Canada Rules is an asset.

Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.    * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.   Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!