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Professional Banking Specialist

2 months ago


Windsor, Ontario, Canada National Bank Full time

At National Bank, we are seeking a motivated and customer-focused individual to join our team as a Banking Advisor. This dynamic role offers the opportunity to make a positive impact on people's lives by providing expert financial advice and solutions.

The successful candidate will have the ability to adopt a friendly approach and use analytical skills to offer a people-centric experience for branch clients. With opportunities for development and growth, this role is ideal for individuals who are passionate about finance and eager to learn.

In this role, you will be responsible for listening to clients' needs and resolving complex situations. You will provide advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance, and estate planning needs.

You will also support your clients through the mortgage renewal or renegotiation process, ensure client satisfaction and engagement, refer clients to specialist colleagues, and adhere to compliance and risk management rules.

The Branch Manager will oversee your work, and you will collaborate with a team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas, working together to ensure clients reach their goals and colleagues do what they love.

We offer many career opportunities and encourage internal mobility. After gaining necessary experience, you can advance in the same role, get promoted, or move to another region or branch.

Our training programs utilize on-the-job learning to help you master your role. You can access personalized training content on topics like banking solutions and the advisory approach to support your ongoing learning. You'll also have access to colleagues with diverse expertise, experience, and backgrounds to enrich all aspects of your development.

To succeed in this role, you should hold a college diploma (DEC) or equivalent and have advisory service experience, an inclusive attitude, and openness to diversity. Your proficiency in English is essential.

In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, employee share ownership, an employee and family assistance program, preferential banking services, and opportunities to get involved in community initiatives.