Specialist- Small Business Credit Card

• Understand customer needs through effective questioning and provide informed guidance on small business banking and credit card products aligned with their objectives.


• Handle customer requests, transactions, and service activities accurately, professionally, and efficiently while following established procedures.


• Manage transactional outcomes during customer interactions or refer requests to the appropriate internal business groups when specialized support is required.


• Identify opportunities for additional products, services, promotions, or referrals that may benefit customers and support broader business objectives.


• Maintain accurate documentation and protect the confidentiality of customer and organizational information.


• Stay current on small business banking, credit card products, industry practices, and market trends, incorporating relevant knowledge into customer conversations.


• Recognize and report suspicious activity that may indicate money laundering or terrorist financing, while complying with applicable regulatory and privacy requirements.


• Handle complex or diverse requests, analyze issues, determine appropriate next steps, and escalate unresolved situations when necessary.


• Apply sound risk judgment and established policies, procedures, and controls to protect customers, assets, and the integrity of business operations.


• Take on broader responsibilities as required and contribute to a collaborative team environment.

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 where applicable.


• Strong verbal and written communication skills, with the ability to explain financial products and processes clearly.


• Good organizational skills and the ability to manage multiple customer needs and priorities effectively.


• Strong collaboration and teamwork skills, with the ability to work effectively with internal partners and escalate matters appropriately.


• Good analytical and problem-solving abilities, with sound judgment when assessing customer situations and determining next steps.


• Customer-focused mindset with a professional, patient, and solutions-oriented approach.


• Ability to work within established regulatory, compliance, privacy, and risk-management requirements.


• Availability and flexibility to work Monday through Sunday between 8 a.m. and 9 p.m.

Benefits

• Base salary range of CAD $40,500–$80,000, with actual compensation varying according to factors such as location, skills, experience, education, and qualifications.


• Potential additional compensation may include performance or discretionary bonuses and, where applicable, commission structures.


• Health insurance and other health-related coverage.


• Life and accident insurance.


• Retirement savings programs.


• Tuition reimbursement and opportunities to support ongoing learning and development.


• Training, coaching, leadership support, and networking opportunities.


• An inclusive, equitable, and accessible workplace with accommodations available throughout the selection process.