Business Banking Specialist

Engage small business customers to understand and meet current Business Account opening, Term and Trust Products, and Signing Officer Changes needs.,Handle customer problems related to Business Account Openings and Business Signing Officer changes appropriately the first time.,Provide inbound and/or outbound sales support to customers in a non-face-to-face environment.,Open Business Accounts 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 options suitable for each customer's day-to-day transactional needs.,Follow all end-to-end procedures accurately for Business Account opening and Signing Officer Changes to avoid compliance issues.,Ensure documentation is accurate and reflects client/business intentions.,Identify small business credit and credit card opportunities.,Submit & fulfill all credit requests where total business exposure is less than $50,000, requiring a high-level understanding of business financials and credit policy.,Prepare and obtain electronic consent on SBB specific security documentation for fulfilling credit requests.,Implement sales and customer service procedures and approaches.,Review iCal appointment bookings for preparation in advance of customer appointments.,Explore and refer additional customer needs to appropriate partners (e.g., Senior BBS, Merchant, Account Managers of Small Business, Remote Account Managers of Small Business).,Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct.,2 years or more experience in direct-to-customer phone channel.

Undergraduate degree or equivalent is an asset.

Undergraduate Degree (asset)

Subject to provincial regulation for employment purposes.