Account Manager, Business Services

Why FirstOntario?

• Competitive compensation packages
• Top-tier health and wellness benefits, along with both a Health Spend Account ($500/yr) and a Personal Spend Account (up to $125/yr)
• Up to $1000 per year towards professional development
• Pension Plan
• Company-wide Employee Volunteer program (Blue Wave Program)
• Employee and Family Assistance Program
• Exclusive banking benefits

Job Overview

The Account Manager, Business Services is accountable for delivering unforgettable service to existing and new Business Members while embedding FirstOntario Business into the community to become the business lender of choice.

Role

• Passionately put into action a disciplined sales and service leadership plan and processes that make your business results soar and share successes with the team
• Truly believe in our products and services and be able to communicate to business members and future business members how we can improve their financial lives
• Identify areas of opportunity within sales targets in a timely manner and implement action plans
• Effectively use campaigns developed by business partners to achieve annual financial targets
• Proactively build your network while using effective prospecting strategies to attract new business opportunities
• Be actively involved in the local business community by joining various local business associations and attending/representing FirstOntario at business lunches and dinners which can occur outside office hours
• Be a trusted advisor to your members and provide credible advice through dedicated support and service that leads to increase share of wallet targets
• Proactively develop and implement a plan to keep 3rd Party Generated Business on the books and consolidate other products
• Be a key partner to Wealth, Commercial and Retail banking to support business objectives and to provide a full service experience to our members
• Keep on top of Risk Management duties including but not limited to credit quality checks, control procedures and audit
• Proactively manage your Credit Portfolio's credit reviews such that they are completed in advance of their annual expiry dates, which may include but is not limited to tracking, pursuing and analyzing annual reporting requirements from each Member in a timely manner
• Build and utilize working relationships with internal business partners across the organization and external business contacts
• Actively participate in community events as part of FirstOntario's overall commitment to Corporate Social Responsibility
• Effectively control allocated budget dollars to assist with achieving the organization's fiscal budget
• Consider health & safety as a primary concern to ensure the overall well-being of self and others
• Perform other duties we may need you to do

Required Skills

• Have a post-secondary diploma or degree in Business Administration, Commerce and/or Economics or the equivalent of industry experience
• Have a strong business acumen from your 4-6 years' tenure in Business/Commercial Banking/Retail/Small Business or experience from other Member facing and/or Credit adjudication roles
• Relish in the opportunity meet new people, develop meaningful business relationships and leveraging valuable centres of influence within the community
• Have sound experience with day-to-day banking policies and procedures including but not limited to cash custody, safeguarding and clearing
• Demonstrate your sales management skills in setting and monitoring sales targets, plans, pipelines and activities
• Be aware of and mitigate enterprise risk factors and ensure compliance with applicable regulations, legislation and FirstOntario policies and procedures
• Be willing to work flexible hours including evenings and weekends as the job demands and travel to meet your member's needs

Our Story

Our emphasis on service means we're constantly searching for new team members whose dedication to helping people is as powerful as their ambition to succeed. We're committed to providing professional development, and to extending employee activities beyond day-to-day operations to support the communities where we're located. Our people are the difference, it's a part of why we love coming to work.

FirstOntario is proud and privileged to be able to assist and touch the lives of so many in our communities.

• We believe giving back to our communities helps everyone.
• We believe in volunteering, active community support and participation.
• We believe in investing our profits back into the credit union and the community.
• We believe in finding solutions to help our Members and communities.

If this sparks your interest and you demonstrate high levels of integrity and credibility, we should talk. Check out our website for the full job description and prepare your cover letter and resume listing your experience, qualifications, and submit it online through our careers page on the company website.

We appreciate all who express interest; however, only those selected for an interview will be contacted. No phone calls please.

FirstOntario Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process.