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Account Representative

Apply now Job ID 36630646864 Date posted 09/21/2022

Primary Locations: London, Ontario

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time


  • 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 

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

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 accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?

Particular Condition:The candidate needs to be able to identify all risks inherent to the sector’s activities.

JobField: Advisory Services, Commercial Banking

Unposting Date: 2022-10-05

Job Number: ADV0027E

Posting Date: 2022-09-21

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