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Job Description
What will your day look like?
As a Small Business Cashflow Specialist, you will be:
- Answering inbound phone calls and conducting needs-based conversations through an A-Z Review platform
- Providing valuable guidance and tailored solution-based recommendations to fulfill end-to-end requirements within a customers business
- Taking ownership of customer resolutions and using stakeholder communication skills to seek outcomes in a timely manner
- Identifying additional customer needs and referring the customer to an appropriate channel i.e. Home Lending or Business Lending
- Collaborating with the team and showing up with a positive attitude to contribute to a high-performance culture