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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CAD $40,500–$80,000
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