Business Services Consultant at FirstOntario

Provide expert financial advice as a Business Services Member Consultant at FirstOntario. Leverage your skills to assist Business Members in achieving their financial goals through a collaborative, team-based approach.

The Business Services Member Consultant plays a vital role in delivering financial guidance tailored to Business Members. You will engage in proactive sales activities, fulfill compliance tasks with the Risk Department, and provide timely responses to Business Services requests. By uncovering sales opportunities, you will establish FirstOntario as the primary financial institution of choice.

Key Responsibilities: • Achieve sales targets as set by management • Open new Business Memberships for the branch • Process and advise on sales opportunities with Business Members • Maintain contact records and follow up appropriately • Assist with portfolio management and reporting

Requirements: • 3-5 years in Business Services or financial institutions • ...