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Mortgage Advisor

2 months ago

Montreal, Quebec, Canada National Bank Full time
{"title": "Mortgage Advisor Role at National Bank", "description": "

As a Mortgage Advisor at National Bank's call centre, you'll have the opportunity to make a positive impact on your own life and the lives of clients and colleagues.

By adopting a customer-centric approach and providing expert advice, you'll deliver a personalized experience to clients as you assist them with their mortgage renewal process.


Your Compensation:
The annual salary starts at a competitive rate, and we offer a program to reimburse tuition fees.

Your Role:

  • Contact and take calls from clients with a mortgage contract that is nearing expiry
  • Examine existing mortgage loan files and assess clients' renewal needs
  • Provide expert advice on mortgage renewal options, including interest rates, terms, and conditions
  • Negotiate and demonstrate the competitive advantages of the loans, insurance coverage, and financial services that meet clients' needs
  • Ensure adherence to compliance and risk management rules
Our Client Contact Centre is open Monday to Thursday from 9:00 a.m. to 8:00 p.m. and Friday from 9:00 a.m. to 6:00 p.m. Your work schedule will vary and will be available three weeks in advance.

Your work schedule will include 2 weeknights until 8:00 p.m., with the possibility of working on Saturdays from 9:00 a.m. to 5:00 p.m. on a rotating basis.


Your Team:


You'll report to the Mortgage Retention Manager and work collaboratively with a team of experts specializing in credit, mortgage financing, and other areas.

We offer a dynamic and inclusive work environment. You'll be surrounded by experts and managers who will support and guide you in your role. In addition, you'll work with colleagues in an environment that fosters learning and growth.

Your Training and Development:
You'll begin with comprehensive on-the-job training. You must be available for full-time training 5 days a week. You'll be able to experience the call centre environment and get to know your colleagues.

The training program focuses on hands-on learning, which will help you to learn about your role, our products, and our technologies.

Prerequisites

  • Hold a college diploma (DEC) or equivalent
  • Customer service experience, inclusive attitude, and openness to diversity

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
Initiatives promoting community involvement
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 accommodations, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Ready to live your ambitions?"}