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Personal Banking Advisor

2 months ago

Montreal, Quebec, Canada NBC Full time
Job Title: Personal Banking Advisor

At NBC, we're committed to providing exceptional customer service and helping our clients achieve their financial goals. As a Personal Banking Advisor, you'll play a key role in delivering personalized advice and guidance to our clients, ensuring they receive the best possible service and support.

Key Responsibilities:
  • Contact and take calls from clients with a mortgage contract 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 loans, insurance coverage, and financial services that meet clients' needs
  • Ensure adherence to compliance and risk management rules
What You'll Need:
  • Hold a college diploma (DEC) or equivalent
  • Customer service experience, inclusive attitude, and openness to diversity
Why Work with Us:

We offer a stimulating and inclusive work environment, with a team of experts specializing in credit, mortgage financing, and other areas. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas and encourage regular feedback and ongoing communication.

Benefits:
  • Competitive compensation
  • Health and wellness program
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic