Account Representative

Account Representative

Job Overview

Location
Saint-Hyacinthe, Quebec
Job Type
Full Time Job
Job ID
58382
Date Posted
2 years ago
Recruiter
Raymond Catherine
Job Views
197

Job Description

  • The customer is at the heart of your work?
  • You are passionate about teamwork?
  • You have good administrative experience in a financial institution?

If so, the account representative position is for you!

This position reports to the Manager.

Main challenges

  • Ensure customer satisfaction and loyalty by developing a personalized relationship based on the needs of each client
  • Optimize client interventions and identify sales opportunities
  • Open commercial client files and carry out various transactions for client Accounts
  • The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector's activities.

Specifically, you will:

  • Draft, check and have signed documents for offer of financing letters and security
  • Follow up profitability and pricing analyses and renewals on schedule
  • Collect, compile, key in and check the accuracy of financial data
  • Establish and maintain effective communication with the various people involved in client files
  • College diploma or academic equivalent, related to the industry and three years of relevant experience
  • Demonstrate strong customer service and teamwork skills
  • Demonstrate autonomy, rigor and method
  • Bilingualism (spoken and written) English and French

Job ID: 58382

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