Specialist- Small Business Credit Card

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Specialist- Small Business Credit Card based in Canada.

This role supports small business customers by understanding their needs and providing tailored banking and credit card <solutions.You>’ll guide customers through products, services, transactions, and next steps while delivering a professional and efficient experience.The position combines customer service, consultative selling, problem-solving, and financial services <expertise.You>’ll identify opportunities to connect customers with additional solutions and internal specialists when appropriate.The role requires strong attention to detail, sound judgment, and a commitment to privacy, compliance, and responsible risk <management.You>’ll work in a collaborative, customer-focused environment where clear communication and reliable execution are highly valued.Candidates must be comfortable working a flexible schedule from Monday to Sunday, between 8 a.m. and 9 p.m.

Accountabilities

• 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.