FInancial Services Specialist

Paper.id; Markham; On-site; CAD 65,000 - 90,000; Full time

Job summary

Join a leading company as a Financial Services Specialist, where you will leverage your analytical skills to provide tailored financial solutions for SMB and Enterprise clients. You'll work on a variety of products such as credit cards and financing, while collaborating with cross-functional teams. This role offers a chance to make impactful recommendations and drive sales growth, all in an engaging and supportive environment.

Qualifications

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

Responsibilities

• Collaborate with multiple teams to offer financial solutions.
• Conduct business process and financial analysis for product recommendations.
• Develop strategies to increase sales and maintain high retention.

Skills

Analytical skills

Financial analysis

Goal-oriented mindset

Relationship management

Knowledge of financial services

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

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