About this role
Purpose
Contributes to the overall success of Business Banking, Virtual Advice ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.
The Virtual Business Advisor is responsible for the profitable growth, retention, and effective relationship management of their assigned customer portfolio. The Virtual Business Advisor is the primary business advisor for multiple branches (i.e., ~5-8) across Canada.
The Virtual Business Advisor independently and remotely focuses on deepening and expanding existing assigned customer relationships. This includes remotely assessing customer needs, making appropriate recommendations, completing the required product applications, and providing ongoing service to these accounts as needed.
The Virtual Business Advisor is responsible for meeting assigned targets, which include uncovering opportunities for growth, customer retention as well as all other objectives and goals related to customer service and operational effectiveness.
This role is fully onsite (5 days in office)
Accountabilities
- Champions a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Remotely manages, grows, and retains assigned business customer portfolios at multiple assigned branches to achieve assigned goals while meeting the Bank’s Service Standards by:
- Developing and maintaining deep knowledge and understanding of assigned customers including the nature, stage and progress of their business, their financial position, and the terms and conditions of financial services and products used.
- Proactively “mine” existing customer book, uncover customer needs and secure advice-based meetings in order to recommend solutions.
- Providing tailored recommendations and