SENIOR ACCOUNT MANAGER, FINANCING

Posted 11 Days Ago
Be an Early Applicant
5 Locations
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Manage a portfolio of corporate borrowers and build relationships with entrepreneurs generating $3M–$50M in revenue. Identify business needs, provide advice, develop client opportunities, execute retention and growth plans, and analyze, negotiate, and present financing proposals using credit judgment. Deliver personalized service while meeting sales and business-centre objectives.
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


*The candidate may be based in Brossard, Boucherville, Granby, Sherbrooke, Victoriaville, Drummondville or Trois-Rivières


Are you passionate about entrepreneurship and motivated by the success of your clients? We need you to meet the needs of an existing client portfolio and establish strong business relationships. Join the only bank dedicated solely to entrepreneurs to have an impact on the Canadian economy.


POSITION OVERVIEW 

As a key contributor in financing and credit, you will leverage your relationship strengths and business acumen to maintain an existing client portfolio and build strong relationships. Your main goal will be to impact the success of entrepreneurs with revenues between $3M and $50M through our tailored financing solutions and advisory services. If you are looking for an organization that invests in your talent, this is the opportunity to join our engaged and diverse team.

CHALLENGES TO BE MET 

In a typical week, you would: 

  • Meet with entrepreneurs, clients and prospects, and discuss the specifics of their business in order to identify the issues, provide them with advice and identify, if applicable, a BDC service offering appropriate to their needs;
  • Deliver a marketing plan aligned with business centre objectives, ensuring client retention, satisfaction and potential development.
  • Execute your action plan, which is aligned with the Business Centre's objectives ensuring retention, satisfaction of the client portfolio, and the development of their potential.
  • Analyze, negotiate and present financing proposals while exercising credit judgement; 
  • Manage a portfolio of corporate borrowers whose satisfaction is one of your priorities. You ensure effective relationship management by ensuring that communications are value-added, segment-specific and personalized.

WHAT WE ARE LOOKING FOR 

  • Do you have a Bachelor's degree in business administration or in a field deemed equivalent?
  • Do you have good financial analysis skills and to interpret financial statements?
  • Do you have a professional accounting designation? If so, this is an major asset.
  • You are passionate about entrepreneurship and have 5 or more years of experience in a similar role with sales objectives as well as good knowledge of the business environment in your region?
  • You are known for your canvassing, your listening skills and ability to identify the issues and business needs of entrepreneurs?
  • Your clients and business relations remember you because of the accuracy of your advice, your proactivity and your outstanding customer service?
  • You are rigorous and organized in the management of your portfolio and in the implementation of your marketing plan. Efficient in your business development, by implementing strategies.
  • Are you a team player who builds effective and lasting relationships with your peers, business contacts and external partners?

*A valid driver's licence and access to a vehicle is required


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 or an equivalent field
  • Strong financial analysis skills and ability to interpret financial statements
  • Five or more years of experience in a similar role with sales objectives
  • Knowledge of the business environment in the region
  • Canvassing, listening, business-needs identification, and relationship-building skills
  • Client service, advice, business development, organization, and portfolio-management skills
  • Valid driver's licence and access to a vehicle
  • Professional accounting designation
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The Company
HQ: Montreal
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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