Financial Services Specialist
1 week ago
In a dynamic role as a Banking Advisor at National Bank, you will have the opportunity to grow professionally and make a positive impact on clients' lives.
About the JobThis varied position offers a people-centric experience for branch clients by adopting a friendly approach and utilizing analytical skills. You will be responsible for listening to clients' needs and resolving complex situations.
The job involves giving advice and offering appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance, and estate planning needs.
Supporting clients through the mortgage renewal or renegotiation process is also a key aspect of this role. Ensuring client satisfaction and engagement, as well as referring clients to specialist colleagues for specific needs, are essential responsibilities.
This position requires adherence to compliance and risk management rules. The branch is open one evening a week, with various work schedules possible depending on team availability.
You will report directly to the Branch Manager and work collaboratively with a team of experts specializing in investment, mortgage financing, and other areas.
About the TeamThe team values passionate individuals 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. After gaining necessary experience in this role, many options will be available to you, such as advancing in the same role, getting promoted, or moving to another region or branch.
About UsNational 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 peoples' 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. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us.
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