11 дней назад
Financial Services Associate - Business Banking (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Associate - Business Banking (Fintech): Supporting business banking clients and Relationship Managers through client service, administrative coordination, and business growth activities with an accent on financial products, cash management, credit, and client issue resolution. Focus on preparing client files, coordinating appointments, identifying business opportunities, and delivering effective solutions across multiple banking centres.
Location: On-site full-time in Kitchener, Ontario, at Kitchener-King and Queen; flexibility to work evenings, weekends, and across multiple banking centres within a reasonable travel distance.
Company
is a relationship-oriented bank providing financial products and services to personal and business clients.
What you will do
- Partner with Relationship Managers to support high-value business banking clients and business setup activities.
- Provide administrative and client support while identifying business growth opportunities.
- Answer client questions about cash management, credit, investments, and wealth protection.
- Work with Financial Advisors to help clients achieve their financial goals.
- Prepare client files, book appointments, maintain schedules, and improve team productivity.
- Resolve client issues by listening, asking questions, taking ownership, and involving colleagues when needed.
Requirements
- Knowledge of cash management, credit, investment, and wealth protection products.
- Strong client service, problem-solving, organizational, and analytical skills.
- Ability to build trusted relationships and collaborate with Relationship Managers, Financial Advisors, and other partners.
- Flexibility to work banking centre hours, including evenings and weekends.
- Legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
- Commitment to client focus, teamwork, accountability, curiosity, and continuous learning.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms.
- Employee share purchase plan, vacation offering, and wellbeing support.
- Social recognition through the MomentMakers program.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible workplace with support for accommodation needs.
Hiring process
- May include an attribute-based assessment and skills tests, such as simulation or French proficiency testing.
- Artificial intelligence tools may be used during recruitment.
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