Personal Banking Advisor

2 weeks ago


Montreal, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly motivated and customer-focused Personal Banking Advisor - Mortgage Expert to join our team at National Bank. As a key member of our mortgage team, you will be responsible for providing exceptional service to our clients, helping them navigate the mortgage renewal process, and identifying opportunities to grow our business.

Key Responsibilities
  • Contact and engage with clients to discuss their mortgage renewal needs and provide personalized advice on mortgage options.
  • Examine existing mortgage loan files and assess clients' renewal requirements, identifying opportunities to upsell or cross-sell National Bank's products and services.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.
  • Work closely with internal stakeholders, including mortgage specialists and underwriters, to ensure seamless execution of mortgage renewals and sales.
  • Stay up-to-date on industry trends, regulatory requirements, and product offerings to provide expert advice to clients and drive business growth.
Requirements
  • College diploma (DEC) or equivalent in a related field.
  • Proven customer service experience, with a strong focus on building relationships and delivering exceptional service.
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Strong analytical and problem-solving skills, with the ability to navigate complex mortgage products and regulations.
  • Fluency in French, with the ability to communicate effectively with clients and colleagues.
What We Offer

As a valued member of our team, you will enjoy a competitive compensation package, including a comprehensive benefits program, opportunities for professional development, and a dynamic work environment that fosters growth and collaboration.



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