Specialist- Small Business Credit Card
J
JobgetherFinancial Services
Canada, Monday to Sunday, between 8 a.m. and 9 p.m.Full-TimeMiddle
SalaryCAD $40,500–$80,000
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Job Details
- Required Skills
- Customer serviceRisk Management
Requirements
- High school diploma or equivalent work experience.
- Knowledge of small business banking products and credit card solutions.
- Specialized knowledge relevant to the role; term investment qualification may be required.
- Strong verbal and written communication skills.
- Good organizational skills for managing multiple priorities.
- Strong collaboration and teamwork skills.
- Analytical and problem-solving abilities.
- Customer-focused mindset with a professional, patient, and solutions-oriented approach.
- Ability to work within regulatory, compliance, privacy, and risk-management requirements.
- Availability to work Monday through Sunday between 8 a.m. and 9 p.m.
Responsibilities
- Understand customer needs through effective questioning and provide informed guidance on small business banking and credit card products.
- Handle customer requests, transactions, and service activities accurately, professionally, and efficiently.
- Manage transactional outcomes and refer complex requests to the appropriate internal business groups.
- Identify opportunities for additional products, services, promotions, or referrals.
- Maintain accurate documentation and protect customer confidentiality.
- Stay current on banking industry practices, market trends, and small business products.
- Recognize and report suspicious activity while complying with regulatory requirements.
- Analyze complex issues, determine next steps, and escalate situations as needed.
- Apply sound risk judgment and adhere to established policies and controls.
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