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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business banking products and services, credit analysis, and risk management while providing exceptional client support and fostering strong relationships. Bilingual fluency in French and English enhances communication with diverse clients.
Highest-signal resume keywords
Business Banking Products KnowledgeCredit AnalysisRisk Management PrinciplesBilingual Fluency in French and EnglishClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash ManagementCredit Needs AssessmentProduct SalesAnti-Money Laundering Due DiligenceDocumentation ComplianceFinancial AnalysisCross-Selling OpportunitiesClient Financial Information CaptureLending RecommendationsRisk Issue Resolution
Soft Skills
Exceptional Client ExperienceEffective CommunicationIndependent WorkFlexibilityCollaboration
Tools & Technologies
Digital Banking OptionsVideo ConferencingClient Contact Centre Systems
Industry Keywords
Financial ServicesBusiness BankingClient Relationship ManagementCredit Risk ManagementSales and Service Environment
About the role
Key responsibilities & impact- Provide new, existing, and prospective clients with an exceptional virtual client experience
- Understand business and financial needs and identify opportunities to deepen client relationships
- Support clients’ day-to-day business needs, including cash management and simple credit needs
- Redirect or formally introduce clients to appropriate internal partners for transactional or maintenance requests
- Engage business clients and internal partners by phone and video conferencing
- Provide guidance, support, and advice through discovery conversations
- Triage high-value clients to the appropriate relationship team
- Assess and recommend cash management, lending, deposit, and GIC products based on suitability
- Identify cross-selling opportunities and support growth in Business Banking deposit and credit products
- Prepare analysis and recommendations for credit submissions
- Capture client financial information and complete documentation according to policies and procedures
- Conduct lending, product sales, anti-money laundering, reputational, legal risk, and risk management due diligence
- Introduce high-value clients to Business Banking Relationship Managers and Imperial Service partners
- Collaborate with Credit Risk Management and Retail Lending Services to resolve credit and risk issues
- Promote digital banking options, including ATM, Mobile, and SmartBanking for Business
- Report to the Team Leader, Business Banking
Requirements
What you’ll need- Experience in a professional, fast-paced sales and service environment, preferably in financial services or a Client Contact Centre
- Well-developed knowledge of business banking products and services
- Knowledge of credit analysis and credit risk management principles
- Fluency in French and English to support business operations outside Quebec, Canada
- Ability to work independently from home with a secure workspace in a room or office with a closing door
- Wired internet connection with minimum 15 Mbps download and 10 Mbps upload speeds
- Satellite internet providers prohibited
- Ability to work flexible hours on a rotating basis, Monday to Saturday, to accommodate client and branch schedules
- Ability to attend the primary work location within two hours’ notice for business-related purposes
- Legal eligibility to work at the specified location and, where applicable, a valid work or study permit
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Purpose Day: a paid day off dedicated to growth and development
- Flexible remote work arrangement with occasional on-site work