Remote Bilingual French Virtual business advisor
Randstad
A reputable banking company is looking for a Virtual business advisor – Bilingual (French & English) to join their team, remotely.The role helps clients to meet their immediate and long term goals by understanding business and financial needs and/or identifying opportunities to further deepen the relationship with the customer.In addition to sales, this role supports clients’ day-to-day business needs by ensuring clients’ cash management and simple credit needs are met.Position: Virtual business advisor
Salary: 64,000$ – 72, 000$ yearly
Schedule : Working hours M-F 8-8, Saturday 10-7 (rotational, once a month right now and day in lieu given) Sun Closed
Possibility of overtime
Start Date: December 2024Advantages
– 100% remote
– Well-known – reputable Company
– 10% annually on salary per year based on performance
– Full benefits – medical, dental, mental health
– Employee stock share
– Employee banking offers
– 2 weeks vacation for first year prorated
– 3 weeks vacation after 2nd yearResponsibilities
– Provide guidance, support and advice to clients through discovery conversations in order to meet their short and long term needs and triage high value clients to the appropriate relationship team.
– Assess and recommend products based on suitability, while identifying opportunities to cross-sell.
– Prepares concise analysis and recommendations in support of credit submissions, ensuring all information is accurately entered
– Build strong partnerships by working closely with key partners
challenges including credit and risk issues.
– Promote and demonstrate the use of digital banking options by introducing the client to alternative ways
– Offer solutions, resolve and/or escalate client issues and concerns to leadership and/or appropriate parties without delays.
– Introduce high-value clients to Relationship Managers, Business
– Support back end Digital Business Onboarding (DBO) validation including support for managed clients
– Ensure that all internal dealings and dealings with clients reflect the standards prescribed by CIBC policies and procedures, including: Anti-money laundering, Reputational and Legal Risk, Code of Conduct, Risk Management, etc.
– Exercise appropriate due diligence prior to making credit recommendations and similarly prior to completion of any product sales
– Follow established bank policies, procedures, guidelines, practices and required documentation; complete all risk activities
– Dedicate time to personal development as guided by your individual plan and job specific learning requirements; participate in coaching sessions to obtain feedback on current performance and create an action/development plan
– This role has the authority to resolve client issues within guidelines and escalate unresolved matters to appropriate area for resolution
– When required, execute overrides based on operating procedures and delegate approvals within prescribed limits and authority based job levelQualifications
– Bilingual French & English – written and oral
– 2-3 years of experience in a similar role
– Well-developed knowledge of sales practices and experience in a professional fast-paced sales and service environment, preferably in a financial and client service industry or Client Contact Center
– Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (Internet connection can be connected to modem through hard cable=
– Strong influencing and negotiating skills to respond to objections and offer solutions
– Organized and detail oriented to manage high volumes of information
– Well-developed ability to multi-task and work within tight timelines.
– Well-developed knowledge of different corporate structures and basic credit analysis.
– Demonstrate service excellence by being knowledgeable, resourceful and professional during all client interactions.
– Well-developed knowledge of business products and services including lending, cash management solutions and GICs, as well as banking center services.
– Well-developed knowledge of sales practices and experience in a professional fast-paced sales and service environment, preferably in a financial and client service industry or Client Contact Center
– Ability to read and interpret financial statements, credit bureaus and other financial documents with the purpose of understanding a client’s business and preparing quality credit applications.
Well-developed knowledge of a full range of credit products / services, lending practices, credit analysis, compliance standards, and business specific products and services to fulfill or service clients with varying financial needs.
-Well-developed sales and communication skills and experience handling client calls and delivering an excellent client experience
-Well-developed interpersonal skills to establish and maintain strong relationships with clients, employees and internal/external partners
-Well-developed understanding of lines of business, services, systems and operational knowledge to use company applications, desktop tools, ATM and online or mobile functionalities and desktop tools
$65000 – 72000 per year
Ottawa, ON
Sun, 03 Nov 2024 02:44:10 GMT
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