Job Description
Job Description
As a Business Deposit Specialist, you will design, structure, present, negotiate and implement custom deposit solutions for complex business financial services clients. You will support the Relationship Managers with portfolio review, opportunity spotting, client discovery and proposing solutions. In addition, you will contribute to an exceptional client experience by providing superior business solutions and financial advice.
Please note this role requires extensive travel for both team and client engagement within: Durham Region, Kingston/Quinte, Barrie & North Central, and Peterborough & Kawartha Lakeshore.
What will you do?
- Pre‑contact planning, designing, structuring, presentation, negotiation and implementation of client solutions, including pricing within delegated authorities aligned to client complexity.
- Portfolio Review for New Client Acquisition to the product line or additional product sale to existin...