Business Banking Specialist engaging small business customers for account opening and services. Focusing on phone-based support and compliance for banking solutions in Canada.
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
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 customers 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
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
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