Small Company Financial Specialist

  • Accounting/Finance
  • Full time
  • 1 week ago
  • Canada

Job Description

Small Company Financial Specialist

What’s the work?

Working in the retail branches, the Small company Professional companions with small companies with uncomplicated requirements (including self-employed clients) to help them achieve organization and also personal economic goals. This placement focuses on supplying premium quality credit, down payment, as well as supplementary products/services to the branch small company client with a “company house” method (business, the proprietor as well as the workers), and also includes pro-actively developing organization with this customers. This setting is responsible for determining recommendation chances for other business devices consisting of Coastline Resources Investments and Service Services.

What you’ll get to do:

Make sure conformity demands within CCS policies as well as treatments as well as external regulatory bodies are fulfilled.

Demonstrate dedication by actively contributing assistance as well as involvement in new Corporate initiatives.
Dynamically and noticeably work collaboratively within the branch Financial Solutions team, taking a management duty in the branch in sustaining various other functions which connect with local business.
Give coaching, training and mentorship to peers, motivating as well as offering cross-sharing of local business expertise, on-the-job applications as well as experience among staff member as well as between teams.
Pro-actively meeting both capacity and also existing small business consumers as well as independent individual customers to identify their individual as well as organization goals as well as to handle the small business house partnership building procedure appropriately.
Deal with walk-in local business customer website traffic for small company down payment, credit score or ancillary inquiries, proactively cross-sell ing proper financial items to brand-new as well as existing customers and refers clients to various other CCS areas for added needs.
Network and also engage essential interior partners (ex. Wealth Management, Insurance Coverage Providers, Business Providers, etc) in constructing the business house connection.
Promote a consumer driven team-based strategy to the local business house by taking part in joint customer phone calls and also discussions.
Along with the Branch Manager, maintain a high profile among the local business in the community which the branch serves as well as participate in business growth tasks via active involvement in business community

That are we looking for?

A minimum of 4-6 years of straight sales experience in Financial Services with a focus on sales and also service in a lending/risk monitoring ability or successful conclusion of the corporately approved lending program. Experience dealing with independent or small company consumers would certainly be a property.
Senior High School Diploma plus conclusion of a Diploma Program (two years of formal education and learning or matching). Preference will be offered to candidates with formal post-secondary education in the locations of service, commerce, entrepreneurship, finance or advertising and marketing. Successful completion of the Canadian Stocks Training Course or the Professional Financial Planning course would certainly be a property.
Skillful expertise of banking system
Intermediate knowledge of relevant word-processing and also spreadsheet programs.
Skilled understanding of personal debt and also down payment services and products and also some understanding of local business products and services in order to identify opportunities as well as make top quality recommendations.
Functioning understanding of the small company industry and its importance to the economic climate
Strong understanding of the different legal sorts of small companies
Standard understanding of small company economic declarations
Capability to properly build effective consumer connections taking into consideration both the individual and small company needs of the consumer.
Strong influential/interviewing/small service discussion abilities adequate to construct solid connections with small companies
Writing abilities enough to prepare simple sales discussions as well as proposals

Why join Coast Capital?
Purpose is our North Celebrity. We consider everything via our objective. It educates the guidance we offer our members, the experiences as well as products we develop, and the programs we build to support our employees and communities.

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