Description
A career as a senior account agent for the Realestate Financing group of the National Bank's Commercial sector means working alongside senior account managers with the aim of ensuring the highest level of our business customer's satisfaction. The files handled are very diverse and involve complex financing structures allowing you to use your knowledge of commercial credit and exercise your leadership with your internal and external partners.
The role can be based in Calgary or Vancouver
Your job
- Ensure customer care through unparalleled customer support.
- Carry out various banking operations, such as setting up and indexing complex financing (silent partnership files).
- Support colleagues in resolving non-standard files requiring in-depth knowledge of various financial products, draw types and other products.
- Carry out rigorous control of routine activities and ensure the prioritization of tasks.
- Ensure monitoring of pricing, renewals and banking reports in compliance with deadlines.
- Collect, compile, verify accuracy and index financial data.
- Establish and maintain effective communications with the various stakeholders involved in the files (other financial institutions, lawyers).
- Understand and promote the Bank's products in order to optimize customer satisfaction and loyalty.
- Optimize and document operational procedures.
Your team
Within the Commercial & Private Management sector, you are part of a large team of around twenty colleagues and you report to the manager administrative support . Our team stands out for its excellence in customer service, its spirit of collaboration and its ability to adapt through diverse daily tasks. Working hours are weekdays in hybrid mode.
Our training programs based on learning in action allow you to master your profession. Personalized training content on topics such as transactional and business financing administration is available to promote your continued learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.
Prerequisites
- 3-year college diploma (DEC) or equivalent related to the sector of activity 4 years of experience
- Good knowledge of business products and services
- Experience with syndication files (an asset)
- Strong ability to manage disagreements, share expertise and build strong relationships
- Knowledge of commercial and legal credit
- Knowledge of Loan IQ, CRM, TIP and ICOP applications an asset
- Proficiency in Word and Excel software
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
- Initiatives promoting community involvement
- Telemedicine service
- Virtual sleep clinic
