Medical Banking Specialist

5 days ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time

We are seeking a highly motivated and customer-focused Medical Banking Specialist to join our team at Banque Nationale du Canada.

About the Role

This is a full-time position, 5 days a week, where you will be responsible for providing exceptional client service to clients with mortgage contracts nearing expiry. You will examine existing mortgage loan files, assess clients' renewal needs, and provide personalized advice on mortgage renewal options.

Key Responsibilities
  1. Contact and take calls from clients to discuss their mortgage renewal needs
  2. Analyze existing mortgage loan files to identify clients' renewal requirements
  3. Offer personalized advice on mortgage renewal options, including interest rates, terms, and conditions
  4. Negotiate and demonstrate the competitive advantages of loans, insurance coverage, and financial services that meet clients' needs
  5. Ensure adherence to compliance and risk management rules

You will report to the Mortgage Retention Manager and work closely with a team of experts specializing in credit, mortgage financing, and other areas.

We offer a comprehensive training program that includes on-the-job training and hands-on learning to help you develop the skills and knowledge required to excel in this role.

To succeed in this role, you must have excellent customer service skills, an inclusive attitude, and a commitment to diversity and inclusion.

What We Offer

In addition to competitive compensation, we offer a range of benefits to support your well-being and that of your family, including:

  • Flexible group insurance
  • Generous pension plan
  • Preferential banking services
  • Opportunities to get involved in community initiatives

We foster an inclusive and diverse environment where every person's unique qualities are celebrated and valued.

Why Work at National Bank?

At National Bank, we pride ourselves on our courage, entrepreneurial culture, and passion for people. We believe that everyone deserves to live a fulfilling life, and we strive to make a positive impact in our communities.



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