Virtual Business Advisor, Canadian Banking - Calgary

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

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 t...