**Job Title:** Entrepreneurial Financial Consultant
About the Role:
This position involves providing remote banking support to business customers, helping them establish and grow their ventures.
Key Responsibilities:
* Responding to customer inquiries in a timely manner to meet service level agreements.
* Negotiating with customers to facilitate account opening and identify additional needs.
* Delivering high-quality service to diverse business clients.
* Managing multiple tasks simultaneously to achieve objectives.
* Offering suitable solutions to customers.
* Building strong internal networks.
* Meeting performance targets through client interactions and cross-selling.
* Engaging in conversations with new and existing business customers to understand their requirements.
* Referring customers to specialist teams for further support.
Requirements:
* Customer Solutioning: Providing tailored services by understanding customer needs and suggesting relevant products or services.
* Fulfilment: Executing processes to achieve customer outcomes.
* Knowledge of business operations, transaction banking, and working capital solutions.
* Proficiency in credit assessment and management.
* Business Development: Collaborating with businesses to pursue strategic initiatives and relationships.
* Relationship Management: Building and maintaining relationships to achieve mutually beneficial outcomes.
* Financial acumen: Understanding financial terminology and principles behind financing.
* Knowledge of lending and cash flow needs and solutions.