Account Managers, Business

📌 Core Information

🔹 Job Title: Account Managers, Business

🔹 Company: Desjardins

🔹 Location: Montréal, Quebec, Canada

🔹 Job Type: Full-Time, Hybrid

🔹 Category: Banking, Financial Services

🔹 Date Posted: April 4, 2025

🔹 Experience Level: 10+ years

🔹 Remote Status: On-site (Hybrid)

🚀 Job Overview

Key aspects of this role include:

• Maintaining lasting, personal business relationships with important clients to promote services
• Managing accounts by serving as the link between clients and the organization
• Recommending strategies and solutions to meet targets, such as sound risk management, portfolio profitability and improved business relationships
• Identifying and analyzing member/client needs; developing custom solutions; preparing integrated service offers that balance member/client satisfaction, profitability and risk; and negotiating terms
• Watching for business opportunities that would add a competitive edge to existing products and services
• Taking an active role in public relations activities and maintaining a presence in the business community

ASSUMPTION: This role requires a high level of client interaction and relationship management, with a focus on driving results and maintaining portfolio profitability. It involves complex work and initiatives, requiring extensive knowledge of the organization and the line of business.

📋 Key Responsibilities

✅ Maintain lasting, personal business relationships with important clients to promote services

✅ Manage accounts by serving as the link between clients and the organization and ensuring that clients have the products and services they need, are using them correctly, and are satisfied with them

✅ Recommend strategies and solutions to meet targets, such as sound risk management, portfolio profitability and improved business relationships

✅ Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers that balance member/client satisfaction, profitability and risk; and negotiate terms

✅ Watch for business opportunities that would add a competitive edge to existing products and services

✅ Take an active role in public relations activities and maintain a presence in the business community

ASSUMPTION: The responsibilities listed above are based on the provided job description. However, the specific tasks and priorities may vary depending on the client portfolio assigned and the organization's current objectives.

🎯 Required Qualifications

Education: Bachelor's degree in a related field

Experience: A minimum of eight years of relevant experience

Required Skills:

• Excellent communication skills
• Strong interpersonal savvy
• Ability to drive results
• Knowledge of French (required)

Preferred Skills:

• Experience in the banking or financial services industry
• Bilingualism (French and English)

ASSUMPTION: While the job posting does not explicitly list preferred skills, having experience in the banking or financial services industry and being bilingual would likely be beneficial for this role.

💰 Compensation & Benefits

Salary Range: The salary range for this position is CAD 80,000 - CAD 120,000 per year, based on industry standards for a Business Account Manager role with 10+ years of experience in the banking or financial services industry in Montreal, Quebec.

Benefits:

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

Working Hours: The standard workweek is Monday to Friday, 8:30 AM to 4:30 PM, with flexibility for hybrid work arrangements.

ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's specific experience and qualifications. The benefits listed are based on the information provided in the job posting and may be subject to change or eligibility requirements.

📌 Applicant Insights

🔍 Company Context

Industry: Desjardins Group is the largest cooperative financial group in North America and the sixth largest in the world, with assets of $470.9 billion as at December 31, 2024. It offers a full range of products and services to individuals and businesses through its extensive distribution network, its online platforms, and its subsidiaries across Canada.

Company Size: Desjardins Group has over 55,200 skilled employees and has been named one of Canada's Best Employers by Forbes magazine and by Mediacorp.

Founded: Desjardins Group was founded in 1900 and is celebrating its 125th anniversary in 2025.

Company Description:

• Desjardins Group is a cooperative financial group that focuses its ambitions and expertise on being there for members and clients.
• It offers a full range of products and services to individuals and businesses through its extensive distribution network, its online platforms, and its subsidiaries across Canada.
• Desjardins Group is ranked among the world's strongest banks according to The Banker magazine and has one of the highest capital ratios and one of the highest credit ratings in the industry.

Company Specialties:

• Services financiers

Company Website: http://www.desjardins.com/fr/bienvenue.jsp

ASSUMPTION: Desjardins Group is a well-established and respected financial institution with a strong focus on member and client satisfaction. Its size and extensive distribution network provide opportunities for career growth and development.

📊 Role Analysis

Career Level: This role is at the senior management level, requiring a high level of expertise and experience in account management and client relationship management.

Reporting Structure: The Business Account Manager reports directly to the Director of Business Accounts or the Director of the Service de garde des valeurs.

Work Arrangement: This role is a hybrid position, with a combination of on-site and remote work. The specific work arrangement may vary depending on the needs of the client portfolio and the organization.

Growth Opportunities:

• Progression to a director or management role within the organization
• Expansion of the client portfolio and increased responsibility
• Opportunities to work on special projects or initiatives

ASSUMPTION: As a senior-level role within a large organization, there are opportunities for career growth and development. However, the specific growth opportunities may vary depending on the organization's current objectives and the candidate's specific skills and qualifications.

🌍 Location & Work Environment

Office Type: The primary office for this role is located at Complexe Desjardins in Montreal, Quebec.

Office Location(s): 1 Complexe Desjardins, Montreal, QC H2X

Geographic Context:

• Montreal is the second-largest city in Canada and the largest city in the province of Quebec.
• The city is known for its vibrant cultural scene, including festivals, museums, and historical sites.
• Montreal is also a major economic hub, with a diverse range of industries and a strong focus on technology and innovation.

Work Schedule: The standard workweek is Monday to Friday, 8:30 AM to 4:30 PM, with flexibility for hybrid work arrangements.

ASSUMPTION: The work environment for this role is primarily on-site, with some flexibility for remote work. The geographic context of Montreal provides a diverse range of cultural and economic opportunities.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• In-person or virtual interview with the hiring manager
• Final interview with the director or a panel of stakeholders

Key Assessment Areas:

• Communication skills and ability to build relationships
• Problem-solving and analytical skills
• Understanding of the banking or financial services industry
• Ability to manage complex client portfolios

Application Tips:

• Tailor your resume and cover letter to highlight your relevant experience and skills for this role.
• Demonstrate your understanding of the banking or financial services industry and the specific needs of business clients.
• Showcase your ability to build and maintain strong client relationships, as well as your problem-solving and analytical skills.

ATS Keywords: Account Management, Business Development, Client Relationship Management, Financial Services, Banking, Portfolio Management, Risk Management, Sales, Strategic Planning, Negotiation, Public Relations, Problem Solving, Analytical Skills, Adaptability, Team Collaboration

ASSUMPTION: The interview process for this role is likely to be competitive, with a focus on assessing the candidate's communication skills, industry knowledge, and ability to manage complex client portfolios.

🛠️ Tools & Technologies

• Customer Relationship Management (CRM) software
• Portfolio management tools
• Risk assessment and management tools
• Microsoft Office Suite (Word, Excel, PowerPoint)

ASSUMPTION: The specific tools and technologies used for this role may vary depending on the organization's current systems and the candidate's specific needs.

👔 Cultural Fit Considerations

Company Values:

• Member-centricity
• Integrity
• Expertise
• Cooperation
• Innovation

Work Style:

• Collaborative and team-oriented
• Results-driven and focused on achieving targets
• Adaptable and able to manage complex client portfolios

Self-Assessment Questions:

• Do you have a proven track record of building and maintaining strong client relationships in a business setting?
• Are you able to manage complex client portfolios and balance client satisfaction, profitability, and risk?
• Do you have strong communication skills and the ability to work effectively in a collaborative, team-oriented environment?

ASSUMPTION: Desjardins Group places a strong emphasis on member-centricity, integrity, and expertise. Candidates should be able to demonstrate their alignment with these values and their ability to work effectively in a collaborative, results-driven environment.

⚠️ Potential Challenges

• Managing a diverse portfolio of clients with varying needs and expectations
• Balancing client satisfaction, profitability, and risk in a dynamic business environment
• Adapting to changes in the organization's priorities and objectives
• Maintaining a strong work-life balance in a hybrid work environment

ASSUMPTION: The potential challenges for this role are primarily related to the complexity of managing a diverse client portfolio and balancing competing priorities in a dynamic business environment.

📈 Similar Roles Comparison

• Compared to other account management roles, this position requires a higher level of experience and expertise in managing complex client portfolios.
• This role is specific to the banking and financial services industry, with a focus on business clients and their unique needs.
• Career progression in this role may involve moving into a director or management position within the organization.

ASSUMPTION: This role is at the senior management level and requires a high level of expertise and experience in account management and client relationship management. The specific requirements and responsibilities may vary depending on the organization's current objectives and the candidate's specific skills and qualifications.

📝 Sample Projects

• Developing and implementing a strategic plan to expand a client's portfolio and increase profitability
• Negotiating terms and conditions for a new service offering to meet a client's specific needs
• Analyzing a client's risk profile and recommending appropriate risk management strategies

ASSUMPTION: The specific projects for this role may vary depending on the client portfolio assigned and the organization's current objectives.

❓ Key Questions to Ask During Interview

• Can you describe the typical client portfolio for this role and the specific needs of business clients?
• How does the organization support the professional development and growth of its account managers?
• What are the key priorities for this role in the first 90 days?
• How does the organization measure success for this role, and what are the key performance indicators (KPIs)?
• What is the work-life balance like for this role, and how does the organization support employees in maintaining a healthy work-life balance?

ASSUMPTION: Asking thoughtful and relevant questions during the interview process can help demonstrate your interest in the role and your understanding of the organization's priorities and objectives.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the following link: https://desjardins.wd10.myworkdayjobs.com/Desjardins/job/Montral/Directeur-ou-directrice-de-comptes--Service-de-garde-des-valeurs_R2504946-2
• Tailor your resume and cover letter to highlight your relevant experience and skills for this role, with a focus on your ability to manage complex client portfolios and build strong client relationships.
• Prepare for the interview by researching the organization and its priorities, as well as the specific needs of business clients.
• Follow up with the hiring manager or the organization's human resources department one week after submitting your application to confirm receipt and inquire about the next steps in the interview process.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.