Business Banking Associate supporting clients in financial growth opportunities. Joining Business Client Advice Centre and leveraging financial knowledge to assist clients effectively.
Responsibilities
join our Business Client Advice Centre (BCAC) reporting to the Team Leader, Business Banking.
support Business Banking clients and internal partners directly in providing administrative and client support to seek business growth opportunities.
create strong working relationships while making a difference in clients' financial success.
leverage knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients.
partner with Financial Advisors to help clients meet their financial goals.
take accountability for client issues, and know when to lean on others to find solutions.
prepare client files, book appointments, and maintain schedules.
help team success by improving team productivity and proactively uncovering business opportunities.
Requirements
fluency in French and English
ability to work independently as an Agent @ Home with a secure workspace
wired Internet connection with a minimum download speed of 15 mbps and upload speed of 10 mbps.
flexible to work banking centre hours which may include evenings and weekends
flexible to work at multiple banking centres within a reasonable travel distance.
ability to work flexible hours on a rotating basis to accommodate client and branch schedules.
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