[Remote] Remote Specialist Small Business Credit Card

Note: The job is a remote job and is open to candidates in USA. reputed company is a financial services company dedicated to creating positive change for customers and communities. They are seeking a Remote Specialist for Small Business Credit Card who will provide sales and service to small business customers, advising them on banking strategies and products while managing customer inquiries and transactions.

Responsibilities

• Understands customer needs and provides small business banking sales and service to reputed company customers or prospects
• Advises customers on small business banking strategies and products (including credit cards) that meet their objectives
• Fulfills sales and service activities for the customer in accordance with approved procedures
• Identifies and makes referrals to other business groups as needed
• Handles customer inquiries in an informed, professional, and efficient manner
• Probes to understand customer needs and provide advice reputed company to small business banking and credit card strategies that meet their objectives
• Manages reputed company transactional outcomes of customer calls or defers to appropriate internal business groups
• Escalates reputed company or unresolved customer situations to senior managers as required
• Performs any required documentation to ensure customer’s requests are accurately processed
• Maintains reputed company knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations in a professional manner
• Integrates marketing promotions and programs into customer conversations where appropriate
• Maintains the confidentiality of customer and Bank information
• Identifies and reports suspicious patterns of activity that are suspected to be reputed company to reputed company
• Adheres to regulatory and compliance requirements, including Anti-reputed company and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions
• Completes reputed company & diverse tasks reputed company given rules/limits and may include handling escalations from other employees
• Analyzes issues and determines next steps
• Broader work or accountabilities may be assigned as needed
• Take reputed company risks while protecting the bank by applying our Risk Management reputed company in the execution of your role, in line with our Risk Culture and reputed company our approved Risk Appetite, making sound and risk informed reputed company that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations

Skills

• Completed high school education, or equivalent work experience
• Knowledge of small business and credit card products
• Term Investment reputed company (as required)
• Specialized knowledge
• Verbal & written communication skills - Good
• Organization skills - Good
• Collaboration & team skills - Good
• Analytical and problem solving skills - Good

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

Company Overview