Remote Business Solutions Advisor - Cash Management Expert

CU Financial Management Ltd.; Halifax; In loco; CAD 68.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible work arrangements

Health and dental plan

Employer pension plan

Tuition reimbursement

Wellness credits

Loan discounts

Descrizione del lavoro

East Coast Credit Union is seeking a dedicated Business Solutions Specialist to join our HRM team. You will work with the Business Services Team to deliver cash management solutions, provide holistic financial guidance to business members, and support branch staff in selling and delivering cash management offerings.

You will analyze needs, present solutions on-site or remotely, and train members and staff while adhering to policies and regulatory requirements.

Competenze

• Minimum three years of experience in business/commercial banking.
• Knowledge of cash management products and services.
• Strong negotiation, interpersonal and communication skills.
• Experience drafting RFPs and preparing reports.
• Completed a certificate or diploma in Business or Commerce.

Mansioni

• Provide exceptional member service by proactively engaging and following up with business members.
• Provide support and training to the Business Services Team and branch staff.
• Conduct detailed analysis and evaluation and recommend cash management solutions.
• Respond to member inquiries regarding research, system capabilities, and banking features.
• Proactively identify and respond to members’ needs (opening accounts, changing authorities, etc.).
• Complete custom pricing packages and monitor/review accounts annually.
• Proactively plan and prepare weekly contact strategy and reports.
• Act as subject matter expert in cash management services offerings.
• Ensure all documentation is compliant and timely.

Conoscenze

Negotiation

Interpersonal skills

Communication

Presentation skills

Microsoft Office

Formazione

Certificate or diploma in Business or Commerce

Descrizione del lavoro

East Coast Credit Union is seeking a dedicated Business Solutions Specialist to join our HRM team. You will work with the Business Services Team to deliver cash management solutions, provide holistic financial guidance to business members, and support branch staff in selling and delivering cash management offerings.

You will analyze needs, present solutions on-site or remotely, and train members and staff while adhering to policies and regulatory requirements.