Business Account Advisor

1 month ago


Winnipeg, Manitoba, Canada Randstad Canada Full time
Virtual Business Advisor - Bilingual Job DescriptionJob Overview

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
  1. Provide guidance, support, and advice to clients through discovery conversations to meet their short and long-term needs.
  2. Assess and recommend products based on suitability, identifying opportunities to cross-sell.
  3. Prepare concise analysis and recommendations in support of credit submissions, ensuring accurate information entry.
  4. Build strong partnerships by working closely with key partners, addressing challenges like credit and risk issues.
  5. Promote and demonstrate digital banking options, introducing clients to alternative ways.
  6. Offer solutions, resolve, or escalate client issues and concerns to leadership and/or appropriate parties without delays.
Qualifications
  • 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.
Benefits
  • 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.
Company Culture

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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