17 Emplois pour Account management - Edmonton

Mortgage Retention Officer (Hybrid)

Edmonton, Alberta NATIONAL BANK OF CANADA

Emploi consulté

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Description De L'emploi

permanent
Attendance Hybrid Job number 27591 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 21-Jul-2025 Area(s) of interest: Advisory services, Call centres Location(s): Edmonton

A career as a Mortgage Retention Officer within Optimum Mortgage, at National Bank is to act as a mortgage renewal specialist. This job allows you to have a positive impact on our organization, through your expertise in client engagement, sales, and mortgage services.


Your job

  • Proactively engage with approximately 100 clients per month to support mortgage renewals.
  • Deliver efficient service and provide expert advice tailored to each client’s needs.
  • Ensure timely follow-ups and manage internal volume reporting effectively.
  • Collaborate with colleagues to troubleshoot client issues and meet renewal timelines.
  • Identify opportunities to improve client satisfaction and retention.
  • Participate in continuous improvement initiatives within the team.
  • Your team

    Within Optimum, you are part of a large team of professionals and report to the Section Manager. Our team stands out for its strong collaboration and commitment to client satisfaction. We aim to offer you maximum flexibility to promote your quality of life. This is reflected in a hybrid work environment, as well as a flexible and adaptable schedule.

    The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your craft and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.


    Prerequisites

  • Hold a diploma or degree in Business Administration or equivalent experience.
  • Have 2 to 3 years of experience in financial services, mortgage administration, sales, or customer service.
  • Demonstrate proven outbound sales ability and strong understanding of mortgage policies and procedures.
  • Be technically proficient in Microsoft Excel and the Office suite.
  • Possess excellent administrative, organizational, and interpersonal skills.

  • Softskills to be added to skills if possible

  • High-quality work ethic with minimal supervision
  • Outstanding verbal and written communication
  • Adaptability and a problem-solving mindset
  • Languages: English

    Skills

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    Business Development Communication Emotional Intelligence Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance Listening Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options* Flexible group insurance* Generous pension plan* Employee Share Ownership Plan* Employee and Family Assistance Program* Preferential banking services* Opportunities to get involved in community initiatives* Telemedicine service* Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us!


    #NBCAB Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
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    Business Development Manager

    Nouvelle
    Edmonton, Alberta Teamtailor

    Aujourd'hui

    Emploi consulté

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    Description De L'emploi

    Our company delivers exceptional recruitment services on a global scale, presenting an innovative approach that connects candidates and clients seamlessly. David Kennedy Recruitment is working with a global fintech company that provides traders worldwide with access to a wide range of financial instruments, innovative trading tools, and professional support in a secure, regulated environment. Who are looking to recruit a  Business Development Manager.Position: Business Development ManagerLocation: RemoteEmployment type: Full-time  Remuneration: Base salary.DUTIES AND RESPONSIBILITIES:
    Identify and pursue new business opportunities through established partner networks and other channels to drive revenue growth.
    Develop and maintain strong, long-term relationships with both new and existing clients by understanding their needs and offering tailored solutions.
    Consistently achieve or surpass sales goals while delivering exceptional service that promotes client retention and referrals.
    Stay informed on industry trends, market dynamics, and competitor activity to support strategic planning and identify areas for growth.
    Deliver clear and persuasive presentations, negotiate effectively, and maintain accurate records of all business development activities. Provide regular updates and performance reports to management.
     REQUIREMENTS:
    Fluent/ native in English (C1), with good proficiency in both writing and communication.
    Demonstrated success in sales within a financial or related services environment in German or Canadian markets. 
    Bachelor's degree in Business, Finance, Economics, or a related field.
    Proven experience in Forex field (including evidence of having active portfolio worth at least 100-150K (per month Net Deposit) 
    Solid understanding of industry-specific products and services, enabling meaningful client engagement and solution delivery.
    Strong communication and negotiation abilities, with a proven track record of achieving sales targets. Comfortable working both independently and collaboratively within a team.
     BENEFITS:
    Salary dependent on candidate's profile and experience
    Opportunities for professional learning and growth
    Désolé, cet emploi n'est pas disponible dans votre région

    Customer Service - Work from Home

    Morinville, Alberta Spade Recruiting

    Aujourd'hui

    Emploi consulté

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    Description De L'emploi

    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day providing outstanding service and product knowledge.

    Duties:

    • Distributes all benefit enrollment materials and determines eligibility.

    • Handle incoming customer service calls

    • Dispatch incoming customer phone calls

    • Accept customer calls and return customer

    • Respond to client requests for coverages while representing their best interests.

    • Create and explain individualized policies via our Needs Analysis system.

    • Work and learn from management teams to stay up to date on new products, services, and policies. 

    Job Benefits:

    • Full training provided

    • 100% work from home.

    • Competitive compensation.

    • Paid weekly along with earned bonuses.

    • Career advancement opportunities.

    • Full benefits after 3 months.

    • Values a healthy work-life balance

    Désolé, cet emploi n'est pas disponible dans votre région

    Customer Service - Work from Home

    Sturgeon County, Alberta Spade Recruiting

    Aujourd'hui

    Emploi consulté

    Appuyez à nouveau pour fermer

    Description De L'emploi

    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day providing outstanding service and product knowledge.

    Duties:

    • Distributes all benefit enrollment materials and determines eligibility.

    • Handle incoming customer service calls

    • Dispatch incoming customer phone calls

    • Accept customer calls and return customer

    • Respond to client requests for coverages while representing their best interests.

    • Create and explain individualized policies via our Needs Analysis system.

    • Work and learn from management teams to stay up to date on new products, services, and policies. 

    Job Benefits:

    • Full training provided

    • 100% work from home.

    • Competitive compensation.

    • Paid weekly along with earned bonuses.

    • Career advancement opportunities.

    • Full benefits after 3 months.

    • Values a healthy work-life balance

    Désolé, cet emploi n'est pas disponible dans votre région

    Customer Service - Work from Home

    Edmonton, Alberta Spade Recruiting

    Aujourd'hui

    Emploi consulté

    Appuyez à nouveau pour fermer

    Description De L'emploi

    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day providing outstanding service and product knowledge.

    Duties:

    • Distributes all benefit enrollment materials and determines eligibility.

    • Handle incoming customer service calls

    • Dispatch incoming customer phone calls

    • Accept customer calls and return customer

    • Respond to client requests for coverages while representing their best interests.

    • Create and explain individualized policies via our Needs Analysis system.

    • Work and learn from management teams to stay up to date on new products, services, and policies. 

    Job Benefits:

    • Full training provided

    • 100% work from home.

    • Competitive compensation.

    • Paid weekly along with earned bonuses.

    • Career advancement opportunities.

    • Full benefits after 3 months.

    • Values a healthy work-life balance

    Désolé, cet emploi n'est pas disponible dans votre région
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