Banking Services Advisor

3 weeks ago


Montreal, Quebec, Canada National Bank Full time
Job Title: Banking Services Advisor

Join National Bank as a Banking Services Advisor and take on a versatile role that will allow you to be a one-stop shop for all our clients' personal needs.

About the Role:
  • Provide sound banking advice to clients and achieve sales targets.
  • Keep ongoing communication with clients, investment advisors, and external partners.
  • Carry out daily follow-up activities and ensure adherence to compliance and risk management rules.
  • Advise and offer appropriate solutions to clients' banking, financing, and onboarding needs.
  • Ensure client satisfaction and engagement.
  • Identify different opportunities and refer clients to specialist colleagues.
About the Team:

As part of the ABS sector, you'll be in a team of experienced professionals who share knowledge and best practices. Our team stands out for excellent customer service, relationship building, discipline, collaboration, and a friendly atmosphere.

About National Bank:

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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.

What We Offer:
  • Competitive compensation and a wide range of flexible benefits to promote your wellbeing and that of your family.
  • A dynamic work environment and cutting-edge collaboration tools that foster a positive employee experience.
  • Regular feedback and ongoing communication to ensure your voice is heard.

We welcome all candidates and are committed to creating an accessible, barrier-free workplace. If you require accommodation, feel free to let us know during your first conversations with us.



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