Pension Outsourcing Intern supporting defined benefit plan administration at WTW. Performing calculations, data updates, benefit statements, and client support in a hybrid Montreal team.
About the role
- Business Banking Specialist providing sales support for small business banking products. Engaging in customer conversations to address Business Account needs with a focus on compliance and service delivery.
Responsibilities
- engage small business customers in conversations to understand and meet their current Business Account opening, Term and Trust Products and Signing officer Changes needs
- ensure customer problems as it relate to Business Account Openings and Business signing Officer changes are handled appropriately the first time
- provide inbound and/or outbound sales support to customers in a non-face to face environment
- open Business Account and complete Business signing authority Changes for New and existing Business customers over the phone using digital technology
- promote and offer advice on Business Account plan option that are suitable to each customer's Day to Day transactional needs
- follow all end-to-end procedures accurately for Business Account opening and Signing Officer Changes to avoid any compliance issues
- ensure documentation that is prepared/completed is accurate and properly reflects client/business intentions
- identify small business credit and credit card opportunities
- submit & fulfill all credit requests where total business exposure is less than $50,000
Requirements
- 2 years or more experience in direct to customer phone channel
- Prior experience in Small Business Banking product and services an asset
- Undergraduate degree or equivalent is an asset
- A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Benefits
- health and well-being benefits
- savings and retirement programs
- paid time off
- banking benefits and discounts
- career development
- reward and recognition programs
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