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Banking Advisor
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Banking Advisor
2 months ago
We are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities- Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
- Provide expert advice on personal and small business banking products and services, including transaction, investment, and insurance solutions.
- Support clients through the mortgage renewal or renegotiation process, ensuring a seamless experience.
- Ensure client satisfaction and engagement through proactive communication and issue resolution.
- Collaborate with colleagues to provide comprehensive solutions for clients, referring them to specialist colleagues as needed.
- Adhere to compliance and risk management rules, ensuring a secure and trustworthy environment for clients.
Our team is passionate about delivering exceptional service and building strong relationships with our clients. We value diversity, inclusivity, and teamwork, and we are committed to creating a barrier-free workplace that is accessible to all employees.
What We Offer- A competitive compensation package, including a comprehensive benefits program.
- Opportunities for professional growth and development, including training and mentorship programs.
- A dynamic and supportive work environment, with a focus on teamwork and collaboration.
- A commitment to diversity, equity, and inclusion, with a focus on creating a workplace that is welcoming and inclusive for all employees.
- A college diploma (DEC) or equivalent.
- A mutual fund representative (MFR) licence, which can be obtained within three months of hiring.
- Advisory service experience, an inclusive attitude, and a commitment to diversity and equity.
