Business Account Advisor
1 month ago
A reputable banking company is looking for a Virtual Business Advisor - Bilingual to join their team, working remotely. This role helps businesses meet their immediate and long-term goals by understanding their financial needs and identifying opportunities to deepen customer relationships.
Key Responsibilities- Provide guidance, support, and advice to clients through discovery conversations to meet their short and long-term needs.
- Assess and recommend products based on suitability, identifying opportunities to cross-sell.
- Prepare concise analysis and recommendations in support of credit submissions, ensuring accurate information entry.
- Build strong partnerships by working closely with key partners, addressing challenges like credit and risk issues.
- Promote and demonstrate digital banking options, introducing clients to alternative ways.
- Offer solutions, resolve, or escalate client issues and concerns to leadership and/or appropriate parties without delays.
- Bilingual French & English - written and oral.
- 2-3 years of experience in a similar role.
- Well-versed in business accounts, credit cards, overdrafts, loans, lines of credit, and similar financial products.
- Well-developed knowledge of sales practices and experience in a fast-paced sales and service environment, preferably in a financial and client service industry or Client Contact Center.
- 100% remote work.
- Well-known and reputable company.
- 10% annual salary increase based on performance.
- Full benefits - medical, dental, mental health.
- Employee stock share.
- Employee banking offers.
- 3 weeks of vacation prorated.
Randstad Canada is committed to fostering a diverse and inclusive workplace. We value and respect all employees and strive to create a positive work environment that promotes diversity, equity, and inclusion.
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