A leading banking organization is seeking a Bilingual (French & English) Virtual Business Advisor to join their remote team.
In this role, you’ll work closely with clients to help them achieve both short- and long-term goals by understanding their unique business and financial needs and uncovering opportunities to deepen client relationships.
...
Along with a focus on sales, you’ll provide essential support for clients' daily business needs, including cash management and basic credit solutions.
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 2024
Advantages
- 100% Remote
- Well-known - reputable Company
- Full Benefits ( medical, dental, mental health)
- 10% annually on salary per year based on performance
- Employee stock share
- Employee banking offers
- 3 weeks vacation
Responsibilities
- Engage new and existing clients and internal partners via phone and video to address business needs and service requests, using provided tools
- Provide tailored guidance and recommendations through discovery conversations, triaging high-value clients to relevant teams and promoting digital banking options.
- Assess and cross-sell products based on suitability, record sales activities accurately, and support the growth of Business Banking in deposits and credit.
- Prepare concise analysis for credit submissions, ensuring compliance with policies and collaborating with partners on credit and risk issues.
- Build strong internal relationships with Banking Centers and other teams to ensure seamless client experience and support back-end validation
- Maintain ongoing personal and professional development to stay current on product knowledge, technology, and regulatory requirements
Qualifications
- Bilingual in French and English, with strong written and oral communication skills.
- 2-3 years of experience in a sales or client service role, ideally in a financial or Client Contact Center environment.
- Proficient in business products, services, and credit analysis, including lending, cash management, and compliance standards.
- Excellent organizational skills with the ability to manage high volumes of information, multi-task, and meet tight deadlines.
- Strong sales, communication, and interpersonal skills for building client relationships, handling calls, and delivering exceptional service.
- Reliable wired internet connection for consistently high call quality and responsiveness.
Summary
This is a unique opportunity to build meaningful client relationships and drive growth in a supportive, dynamic environment. If you’re a bilingual professional with a passion for financial solutions and exceptional service, we encourage you to apply!
You can directly apply to this posting or email your Resume at melissa.bertrand@randstad.ca with Subject title: Bilingual Virtual Business Client Advisor
Only those selected for interviews will be contacted.
Thank you for your interest in this position!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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A leading banking organization is seeking a Bilingual (French & English) Virtual Business Advisor to join their remote team.
In this role, you’ll work closely with clients to help them achieve both short- and long-term goals by understanding their unique business and financial needs and uncovering opportunities to deepen client relationships.
Along with a focus on sales, you’ll provide essential support for clients' daily business needs, including cash management and basic credit solutions.
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 2024
Advantages
- 100% Remote
- Well-known - reputable Company
- Full Benefits ( medical, dental, mental health)
- 10% annually on salary per year based on performance
- Employee stock share
- Employee banking offers
- 3 weeks vacation
Responsibilities
- Engage new and existing clients and internal partners via phone and video to address business needs and service requests, using provided tools
...
- Provide tailored guidance and recommendations through discovery conversations, triaging high-value clients to relevant teams and promoting digital banking options.
- Assess and cross-sell products based on suitability, record sales activities accurately, and support the growth of Business Banking in deposits and credit.
- Prepare concise analysis for credit submissions, ensuring compliance with policies and collaborating with partners on credit and risk issues.
- Build strong internal relationships with Banking Centers and other teams to ensure seamless client experience and support back-end validation
- Maintain ongoing personal and professional development to stay current on product knowledge, technology, and regulatory requirements
Qualifications
- Bilingual in French and English, with strong written and oral communication skills.
- 2-3 years of experience in a sales or client service role, ideally in a financial or Client Contact Center environment.
- Proficient in business products, services, and credit analysis, including lending, cash management, and compliance standards.
- Excellent organizational skills with the ability to manage high volumes of information, multi-task, and meet tight deadlines.
- Strong sales, communication, and interpersonal skills for building client relationships, handling calls, and delivering exceptional service.
- Reliable wired internet connection for consistently high call quality and responsiveness.
Summary
This is a unique opportunity to build meaningful client relationships and drive growth in a supportive, dynamic environment. If you’re a bilingual professional with a passion for financial solutions and exceptional service, we encourage you to apply!
You can directly apply to this posting or email your Resume at melissa.bertrand@randstad.ca with Subject title: Bilingual Virtual Business Client Advisor
Only those selected for interviews will be contacted.
Thank you for your interest in this position!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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