Banking Advisor

Area(s) of interest: Advisory services, Personal banking

Location(s): Montreal

As an Advisor, Banking Services in the ABS team at National Bank, you’ll have a versatile role that will allow you to be a one-stop shop for all our clients’ personal needs. With your experience in customer service, and your knowledge of banking and credit products, you’ll have a positive impact on the lives of our clients and on the lasting relationship with our internal and external partners.

Your role:

- Keep an ongoing communication with clients, Investment advisors and external partners.
- Achieve sales targets by providing sound banking advice.
- Carry out daily follow-up activities.
- Ensure adherence to compliance and risk management rules.
- Advise and offer appropriate solutions to our partners’ clients, to answer their banking, financing and onboarding needs.
- Ensure client satisfaction and engagement.
- Identify different opportunities and refer clients to your specialist colleagues.

Your team:

As part of the ABS sector, you’ll be in a team of 8 Advisor Banking Services, 3 Experts and will report to the Manager. Your daily responsibilities will be comprised of collaborating with specialists in credit, mortgage financing, customer service and more.

Our team stands out for excellent customer service, relationship building, discipline, collaboration and a friendly atmosphere. We rely on each other to share knowledge and best practices.

After gaining the necessary experience in your role as an Advisor, Banking services, many options will be available for advancement in different sectors of National Bank.

Our training program uses on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

The working hours are usually from 8:30 to 17:00 but will require occasional call outs to our clients in different time zones.

Prerequisites:

- Hold a college diploma (DEC) or equivalent
- Be proficient in French and English (speaking and writing)
- Positive attitude and empathy for clients
- Team player

Languages: French

Skills

Artificial Intelligence, Diversity & Inclusion, Teamwork, Cybersecurity, Empathy, Initiative, Learning Agility, Resiliency

In addition to competitive compensation, 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
- Group insurance
- Generous pension 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?

Join us

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates What can you bring to our team?

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