Senior Advisor, Banking Client Offer

3 weeks ago

Montréal, Canada National Bank Full time

As a Senior Advisor, Banking Client Offer in the Business and Digital Solutions team, Private Banking 1859, you'll work with a multidisciplinary team where you'll contribute your expertise to various major projects that have a significant impact on efficiency, profitability and affect the PB1859 client and employee experience.

Your role Be an expert advisor to management, influence and help achieve strategic objectives by implementing solutions in order to optimize business processes and client satisfaction
Deliver initiatives that have a significant impact on the sales force and operations in order to increase the sector’s efficiency, productivity and profitability
Identify and solve complex problems, initiate changes and encourage the continuous rethinking of work methods in order to optimize the sector’s efficiency.
Ensure a sound balance between standardizing processes and the personalized needs of PB1859 clients in identifying sustainable solutions
Assess the impact of changes to the banking client offer and coordinate the delivery of initiatives for the business unit
Ensure change management and coordinate the rollout of solutions to the sales force
Establish and maintain effective communication with the various stakeholders involved in projects and act as a resource for these stakeholders and management
Represent the business unit on various Bank committees, mandates and initiatives
Support the advisory sales force with client requests related to the banking client offer
Your team
In the Private Banking 1859 Strategy and Operations sector, you’ll be part of a team of 50 colleagues and will report to the Senior Manager of Digital and Business solutions. Our team stands out by its varied expertise, agility and focus to always deliver the best client experience.
We want to contribute to your quality of life by offering you as much flexibility as possible. For example, we offer a hybrid work environment along with a flexible schedule that you can adapt to your needs.
We offer a wide range of ongoing learning opportunities for your development, including hands-on learning, training courses, and collaborating with colleagues who have varied profiles and expertise.
Prerequisites
Bachelor’s degree in a related field and 6 years of relevant experience OR Master's degree in a related field and 4 years of relevant experience
Extensive experience in managing multi-stakeholder business projects and improving processes
In-depth knowledge of processes and the Personal Banking systems
Knowledge of Commercial Banking processes and systems, (an asset)
Excellent listening, communication and writing skills, and able to influence others
Discipline, analytical mindset, autonomy, innovation, and team spirit
Proficiency with the Microsoft Office 365 suite, our collaborative tools (Teams, SharePoint, Viva Engage) and JIRA/Confluence
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us

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