ACCOUNT MANAGER, FINANCING

Posted 11 Days Ago
Be an Early Applicant
Durham, NC, USA
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Manage and grow a portfolio of business clients by understanding financing needs, developing new relationships, structuring and presenting financing proposals, assessing credit risk, achieving business development targets, and cultivating referral networks throughout the Durham Region.
Summary Generated by Built In

We are banking at another level.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

  • Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few   

  • In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1

  • A hybrid work model that truly balances work and personal life

  • Opportunities for learning, training and development, and much more... 

Explore the BDC Way in our Culture Book

ACCOUNT MANAGER

 

POSITION OVERVIEW

BDC is Canada's only bank devoted exclusively to entrepreneurs. As an Account Manager in this role, you will help businesses grow by building new relationships and managing a small established portfolio of companies ranging from small enterprises to larger organizations. Through financing and advisory services, you will provide strategic solutions that support their success. Join a collaborative and inclusive team where your expertise directly contributes to the growth of Canadian businesses and communities.


CHALLENGES TO BE MET

  • Meet with entrepreneurs to understand their business needs, challenges, and growth objectives, and recommend innovative financing and advisory solutions tailored to their goals.
  • Execute a business development and portfolio management strategy aligned with Business Centre objectives to attract, retain, and grow client relationships.
  • Build and maintain a strong pipeline of new business opportunities through proactive prospecting, networking, and relationship development.
  • Analyze financial information and structure, negotiate, and present financing proposals while exercising sound credit judgment and risk assessment.
  • Maintain an active presence within the local business community and cultivate relationships with Centres of Influence (COIs) to generate referrals and expand BDC's market presence.

  

WHAT WE ARE LOOKING FOR

  • Do you hold a bachelor’s degree in business administration, Commerce, Finance, or a related field?
  • Do you have experience analyzing financial statements, assessing creditworthiness, and making sound business recommendations?
  • Have you demonstrated success in business development and consistently achieved or exceeded sales targets?
  • Do you have experience managing a portfolio of clients and building long-term trusted relationships?
  • Are you a strong negotiator with the ability to influence and present effectively?
  • Do you have an established professional network within the Durham Region business community?
  • Are you comfortable connecting with business owners and identifying opportunities to support their growth?
  • Do you possess a valid driver's license and have access to a vehicle?
  • Are you comfortable working in-market and maintaining a regular presence within the business community and the office?


Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at [email protected].

While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.

Skills Required

  • Bachelor’s degree in business administration, Commerce, Finance, or a related field
  • Experience analyzing financial statements and assessing creditworthiness
  • Experience making sound business recommendations
  • Demonstrated success in business development and achieving or exceeding sales targets
  • Experience managing a client portfolio and building long-term relationships
  • Strong negotiation, influencing, and presentation skills
  • Established professional network within the Durham Region business community
  • Ability to connect with business owners and identify growth opportunities
  • Valid driver’s license and access to a vehicle
  • Comfort working in-market and maintaining regular presence in the business community and office
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The Company
HQ: Montréal
4,498 Employees
Year Founded: 1944

What We Do

We are BDC, the bank for Canadian entrepreneurs. Our mission is to help create and develop strong Canadian businesses through financing, consulting services and securitization, with a focus on small and medium-sized enterprises. Through our subsidiary—BDC Capital, we also offer a full spectrum of specialized financing, including venture capital, equity as well as growth and business transition capital. BDC, Canada’s first B Corp bank. B Corps are certified Beneficial companies. Their purpose is to create value for society as well as money. They meet high standards of transparency and accountability, and create positive social and environmental benefit. Learn more at www.bcorporation.net. Social Media Community Guidelines: https://www.bdc.ca/EN/about/social_media/Pages/social-media-guidelines.aspx

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