Personal Banking Advisor

3 days ago


Montreal, Quebec, Canada NBC Full time

About the Role:

We are seeking a highly skilled and customer-focused Personal Banking Advisor to join our team at NBC. As a Personal Banking Advisor, you will play a critical role in providing exceptional service to our clients, helping them navigate the mortgage renewal process, and ensuring their financial needs are met.

Key Responsibilities:

  • 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 personalized 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

What You'll Need:

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

Why NBC:

At NBC, we're committed to creating 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.

What We Offer:

  • Competitive compensation
  • A wide range of flexible benefits to promote your wellbeing and that of your family
  • A dynamic work environment and cutting-edge collaboration tools
  • Opportunities to get involved in community initiatives

Language: English



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