30 Jul
|
Jobtailor
|
Toronto
- Manage and grow relationships with important business clients and prospects across Ontario, while supporting the Director on strategic accounts and priorities.
- Act as a key link between Ontario clients and Desjardins, ensuring clients have the right products, services and support.
- Identify client needs and develop tailored financing and banking solutions, working with the Director on more complex opportunities.
- Prepare integrated service offers that balance client satisfaction, profitability and risk management.
- Negotiate product and service terms within established guidelines, with Director support as needed.
- Monitor portfolio performance and recommend strategies to support growth, profitability and sound risk management.
- Identify new business opportunities and help expand Desjardins’ presence in Ontario’s business community.
- Collaborate with the Director and internal partners to deliver comprehensive solutions for Ontario clients, including lending, cash management, foreign exchange and specialized services.
Requirements
- Bachelor's degree in a related field
- A minimum of five years of experience in commercial banking, corporate banking, business banking or a related financial services environment, with exposure to mid-market or large corporate clients
- Experience working independently while supporting the Director on strategic accounts, complex transactions and broader portfolio priorities
- Advanced experience managing client relationships independently, identify client needs and develop practical financing solutions that support growth, acquisitions, refinancing or working capital requirements
- Advanced experience preparing credit submissions, service offers, internal recommendations or client-facing proposals that clearly present business rationale, financial considerations and key risks
- Advanced experience in business development, including the ability to identify prospects, deepen existing relationships and support growth across Ontario’s business community
- Expert knowledge and understanding of senior debt financing, credit analysis, cash flow lending, financial statement analysis, risk assessment and loan structuring
- Strong negotiation, communication and presentation skills, with the ability to build trust with clients and collaborate effectively with internal partners
- Expert understanding of sound judgment, attention to detail, and balancing client objectives with profitability, credit quality, and risk management expectations
- Knowledge of cash management, foreign exchange, syndicated lending or specialized financial solutions is considered
Core Competencies
Demonstrates expertise in managing client relationships and developing tailored financing solutions, with a solid focus on business development and risk management. Proficient in preparing credit submissions and service offers that align with client needs and profitability objectives.
Highest-signal resume keywords
- Commercial Banking Experience
- Client Relationship Management
- Business Development
- Credit Analysis
- Negotiation Skills
ATS Optimization Keywords
Hard Skills
- Senior Debt Financing
- Cash Flow Lending
- Financial Statement Analysis
- Risk Assessment
- Loan Structuring
- Credit Submissions
- Service Offers
- Client-Facing Proposals
- Portfolio Management
- Financial Solutions
Soft Skills
- Communication Skills
- Presentation Skills
- Attention to Detail
- Trust Building
- Collaboration
Industry Keywords
- Financial Services
- Corporate Banking
- Business Banking
- Mid-Market Clients
- Large Corporate Clients
Tools & Technologies
- Cash Management
- Foreign Exchange
- Syndicated Lending
📌 Associate Director, National Accounts (Toronto)
🏢 Jobtailor
📍 Toronto