Senior Banking Professional

7 days ago


Terrebonne, Quebec, Canada National Bank Full time

About the Role:

The National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking solutions.

Key Responsibilities:

  • Listen to clients' needs and resolve complex situations.
  • Offer advice and solutions for clients' transaction, investment, and personal financing needs.
  • Support clients through the mortgage renewal or renegotiation process.
  • Ensure client satisfaction and engagement.
  • Refer clients to specialist colleagues for their specific needs.
  • Ensure adherence to compliance and risk management rules.

About the Team:

You will be part of a dynamic team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas, and we work together to ensure our clients reach their goals and colleagues do what they love.

What We Offer:

  • A competitive compensation package.
  • A wide range of flexible benefits to promote your wellbeing and that of your family.
  • Opportunities for development and career advancement.
  • A dynamic work environment and cutting-edge collaboration tools.

Requirements:

  • A college diploma (DEC) or equivalent.
  • A mutual fund representative (MFR) licence.
  • Advisory service experience, an inclusive attitude, and openness to diversity.

Language: French

Skills: Accountability, Business Development, Client Engagement, Client-focused Communication, Customer Relationship Management, Digital literacy, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Funding, Humility, Initiative, Insurance



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