Retail Lending Officer at Access Credit Union responsible for personal credit functions. Assessing loan viability and building member relationships to promote credit union products.
About the role
- 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
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development and recognition programs
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