Customer Relationship Manager

3 weeks ago


SaintCharlesdeBellechasse, Canada National Bank Full time
About This Role

This is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. As a Customer Relationship Manager, you'll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients.

Key Responsibilities
  • You'll listen to clients' needs and resolve complex situations.
  • You'll give 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'll support your clients through the mortgage renewal or renegotiation process.
  • You'll ensure client satisfaction and engagement.
  • You'll refer your clients to your specialist colleagues for their specific needs.
  • You'll ensure adherence to compliance and risk management rules.
Your Team

The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you'll work with a team of experts specializing in investment, mortgage financing, and other areas.

Career Advancement Opportunities

After gaining the necessary experience in your role as a Customer Relationship Manager, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.

What You'll Need To Succeed
  • You'll need to hold a college diploma (DEC) or equivalent.
  • You'll need to hold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it.
  • You'll need advisory service experience, an inclusive attitude and openness to diversity.
Benefits Package

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include:

  • A health and wellness program, including many options.
  • Flexible group insurance.
  • A generous pension plan.
  • An Employee Share Ownership Plan.
  • An Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.


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