Financial Services Consultant
4 weeks ago
We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Advisor at National Bank's call centre.
This exciting opportunity allows you to live your ambitions and have a positive impact on your own life, as well as the lives of clients and colleagues. By adopting a friendly approach and providing high-quality advice, you will offer clients a people-centric experience as you assist them with their mortgage renewal process.
Your 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
You will report to the Mortgage Retention Manager and work closely with a team of experts specializing in credit, mortgage financing and other areas.
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. You will be required to work 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.
Training and DevelopmentYou will begin with on-the-job training, which includes full-time training for 5 days a week. This hands-on learning experience will allow you to gain knowledge about your role, our products and technologies.
Requirements- Hold a college diploma (DEC) or equivalent
- Customer service experience, inclusive attitude, and openness to diversity
In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family, including:
- 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
- Initiatives promoting community involvement
- Telemedicine service
- Virtual sleep clinic
National Bank is 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. We offer a barrier-free workplace that is accessible to all employees. We welcome all candidates who share our values of partnership, agility, and empowerment.
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