Senior Banking Specialist

1 month ago

Calgary, Alberta, Canada National Bank Full time
Job Title: Senior Banking Specialist

At National Bank, we're committed to delivering exceptional client experiences. As a Senior Banking Specialist, you'll play a key role in transforming the way we serve our clients. You'll leverage your expertise in transactional banking and credit solutions to support our NBF Wealth Management advisors and their clients.

Your Role:
  • Recommend and implement strategic financing solutions tailored to the needs of National Bank Financial mass affluent clients
  • Take advantage of new business opportunities with wealth management advisors and position the banking services of fer
  • Participate in the identification of new client's business potential - Act as a banking expert to NBF advisors - Rigorously apply processes and procedures to properly analyze client needs and determine with them an integrated and profitable financial strategy
  • Always provide exemplary customer service and a personalized customer experience
  • Contribute to growing the Bank's share of wallet and profitability by providing appropriate transactional banking and credit solutions to clients referred by region's NBF Wealth Advisors
  • Develop and lead the implementation of a strategic action plan with the client tailored to their situation
  • Be responsible for the sustainability and profitability of the client relationship with respect to their banking and financing needs
  • Establish ongoing communication with advisors to identify their needs and propose solutions to maximize business development opportunities with their clients
  • Follow up with potential clients and seize opportunities to refer them to advisors and provide them with complementary offers
  • Integrate the appropriate specialists or stakeholders into the relationship to adequately meet the needs of the clients
  • Ensure effective and efficient management of the client portfolio under your responsibility
  • Interpret financial data and submit financing and credit renewal requests.
Your Team:

You will be working closely with NBF advisors and their respective teams in your region, providing banking services and presenting lending solutions with the highest standard of client care.

Prerequisites:
  • Bachelor's degree in business administration (or related field) and six (6) years of relevant experience or master's degree in a relevant discipline and four (4) years of experience in a related field
  • Excellent knowledge of transactional banking and credit
  • Strong knowledge of retail banking products and services
  • Strong interpersonal and communication skills
  • Advanced experience in advisory services
  • French language is an asset
Languages:

English

Skills:

Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resiliency, Teamwork

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
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 want to offer an accessible, barrier-free workplace 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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