Residential Financial Specialist
5 days ago
Area(s) of interest: Advisory services, Mortgage products
A career as Residential Financial specialist is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist, you act as an expert for branch customers by offering a high‑quality mortgage credit advisory service. You identify and develop credit opportunities and work in synergy with the various experts in the branch network, such as advisors and financial planners.
There is an opportunity to serve the clientele in Gatineau and its surroundings.
Your role
Buying a home is one of life’s major milestones, and our clients are increasingly well informed about residential financing. As a Residential Financing Specialist, you will provide an unparalleled client experience, identify and develop credit opportunities for National Bank clients, and experience the synergy of working with many different experts, including financial planners, in our branch network.
Responsibilities
- Support our clients by developing the best residential financing strategy for their needs
- Refer files to various experts when necessary
- Apply established processes and procedures thoroughly
- Comply with current standards and regulations
- Keep your knowledge of financing solutions up to date
Basic requirements
- Bachelor’s degree in a related field and 1 year of relevant experience or college diploma and 4 years of relevant experience
- 2 years of experience in business development, preferably in financial services
- Interest in working as a team to reach targets
- Knowledge of Personal Banking credit solutions
Languages
French
Skills
- Business Development
- Communication
- Emotional Intelligence
- Problem Solving
- Teamwork
- Accountability
- Client‑focused
- Learning Agility
- Standards Compliance
- Listening
Benefits
- Health and wellness program, including many options
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Virtual sleep clinic
Our culture and values
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 welcome all candidates If you require accommodation, feel free to let us know during your first conversations with us. Come live your ambitions with us
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