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Personal Banking Advisor

2 months ago

Montreal, Quebec, Canada NBC Full time
Job Title: Personal Banking Advisor

At NBC, we're committed to providing exceptional customer service and helping our clients achieve their financial goals. As a Personal Banking Advisor, you'll play a key role in delivering personalized advice and guidance to our clients, ensuring they receive the best possible service and support.

Key Responsibilities:
  • Contact and take calls from clients with a mortgage contract nearing expiry
  • Examine existing mortgage loan files and assess clients' renewal needs
  • Provide personalized advice on mortgage renewal options, including interest rates, terms, and conditions
  • Negotiate and demonstrate the competitive advantages of loans, insurance coverage, and financial services that meet clients' needs
  • Ensure adherence to compliance and risk management rules
Work Environment:

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.

Team and Training:

You'll report to the Mortgage Retention Manager and routinely work with a team of experts specializing in credit, mortgage financing, and other areas. You'll begin with on-the-job training, which will focus on hands-on learning and help you understand your role, our products, and our technologies.

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

Language: English

Skills:
  • Accountability
  • Client-focused
  • Communication
  • Diversity & Inclusion
  • Driving Results
  • Emotional Intelligence
  • Empathy
  • Initiative
  • Learning Agility
  • Resiliency
  • Stress Management
  • Teamwork
Benefits:

In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include a health and wellness program, flexible group insurance, a generous pension plan, an Employee Share Ownership Plan, an Employee and Family Assistance Program, preferential banking services, opportunities to get involved in community initiatives, telemedicine service, and a virtual sleep clinic.

Why NBC?

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. We offer a barrier-free workplace that is accessible to all employees.