Specialist- Small Business Credit Card in Canada Creek, Nova Scotia at Jobgether

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.

• 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.

• 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.

• 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.