FInancial Services Specialist

Paper.id; Markham; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading company in financial technology, Paper.id is looking for a highly skilled Financial Services Specialist. This mid-senior role involves offering tailored financial solutions for SMB and Enterprise clients, conducting comprehensive analyses, and driving sales growth while ensuring compliance and risk management.

Qualifications

• 2+ years of experience as a Relationship Manager or in relevant roles in Banking or FinTech.
• Experience in supply chain business analysis and financial needs assessment.
• Knowledge of financial services, especially lending.

Responsibilities

• Collaborate with teams to offer financial solutions.
• Provide lending, credit cards, and expense management products.
• Conduct business process and financial analysis for product recommendations.

Skills

Analytical

Goal-oriented

Self-driven

Education

Bachelor's Degree in Management, Business, Banking, Accounting

Job description

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About the Job

At Paper.id, we are seeking a highly skilled Financial Services Specialist to join our team. The ideal candidate will work closely with our frontliners team to offer financial services solutions that cater to the needs of SMB and Enterprise clients. This includes providing credit cards, financing, and expense management products that meet the unique requirements of each client.

This role requires a strong analytical mind and the ability to perform thorough analysis on business processes and financial needs to make informed product recommendations. The successful candidate will also be responsible for increasing sales and disbursement volume by expanding the user base and maintaining a high retention rate while ensuring prudent risk management and compliance practices.

Skills & Qualifications

• Bachelor's Degree in Management, Business, Banking, Accounting, or related fields
• 2+ years of experience as a Relationship Manager or relevant roles in Banking or FinTech
• Experience in supply chain business analysis and financial needs assessment
• Knowledge of financial services, especially lending, and ability to make trade-offs
• Goal-oriented with a self-driven mindset

Responsibilities

• Collaborate with Product, Risk, Operations, Partnership, and Strategy teams to offer financial solutions
• Work with frontliners to provide lending, credit cards, and expense management products to SMB & Enterprise clients
• Conduct business process and financial analysis for product recommendations
• Develop strategies to increase sales and disbursement volume, expand user base, and maintain high retention
• Implement risk management and compliance practices
• Engage in communication and training to meet client needs
• Build and maintain relationships with stakeholders
• Evaluate financial solutions effectiveness and identify improvements
• Stay updated on market trends, industry developments, and regulations
• Lead cross-functional teams to develop new financial products and services

Additional Details

• Seniority Level: Mid-Senior level
• Employment Type: Full-time
• Job Function: Finance and Sales

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