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Financial Services Specialist

1 week ago

Hawkesbury, Canada National Bank Full time

As a Banking Advisor at National Bank, you'll play a key role in helping clients achieve their financial goals. You'll adopt a friendly approach, listen actively, and offer a people-centric experience for branch clients.

Your responsibilities will include greeting clients, answering questions, and helping them use our banking applications and ABMs. You'll also listen to clients' needs and resolve situations that may be complex, giving advice and offering transaction solutions for Personal Banking clients.

To succeed in this role, you'll need to demonstrate the ability to build lasting business relationships, ensure client satisfaction and engagement, and refer your clients to specialist colleagues for their specific needs. Additionally, you'll need to adhere to compliance and risk management rules.

Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.