Company Description Caisse Alliance is a financial services cooperative with nearly 300 employees working across 30 branches in 24 communities in Northern Ontario. The organization provides a full range of quality financial products and services to approximately 50,000 members.

Caisse

Alliance is strongly committed to supporting regional economic development and promoting cooperative values. Team members contribute to a collaborative setting focused on member service, community impact, and sustainable growth. The organization offers opportunities to work closely with local businesses and communities while building a career in financial services.

Role Description The Commercial Account Manager / Directeur(trice) de compte is a contract role responsible for managing and growing a portfolio of commercial clients, primarily in North Bay, ON. This hybrid position combines on-site work at the branch with some work-from-home flexibility. Day-to-day responsibilities include building and maintaining strong relationships with business members, assessing their financial and insurance needs, and recommending appropriate products and services.

The role involves preparing proposals, negotiating terms, supporting loan and credit applications, and ensuring high-quality customer service.

The Commercial Account





Manager also collaborates with internal teams to resolve issues, supports sales initiatives, and contributes to the development of local commercial markets while adhering to regulatory and cooperative standards.

Qualifications

- Strong account management skills, including portfolio management and client relationship development for commercial accounts.
- Proven customer service abilities, with a focus on responsiveness, problem-solving, and member satisfaction.
- Knowledge of insurance products and services relevant to commercial clients, with the ability to explain options clearly.
- Effective communication skills (written and verbal) in professional settings; bilingual English/French is an asset.
- Sales skills, including identifying opportunities, presenting solutions, and achieving growth targets.
- Experience in financial services, banking, or commercial lending is beneficial.
- Strong analytical and organizational skills, with attention to detail and sound judgment.
- Ability to work effectively in a hybrid environment in North Bay, ON, collaborating with cross-functional teams.
- Post-secondary education in business, finance, or a related field, or equivalent experience.

📌 Commercial Account Manager / Directeur(trice) de compte (Timmins)
🏢 Caisse Alliance
📍 Timmins