Financial Services Professional

3 days ago

Courtenay, Canada National Bank Full time

As a Banking Advisor at National Bank, you'll have the opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues. You'll adopt a friendly approach, listen actively, and provide a people-centric experience for branch clients.

Your Role
  • Greet clients and answer their questions.
  • Help clients use our banking applications and ATMs.
  • Listen to clients' needs and resolve complex situations.
  • Provide advice and offer transaction solutions for Personal Banking clients.
  • Demonstrate the ability to build lasting business relationships.
  • Ensure client satisfaction and engagement.
  • Refer clients to specialist colleagues for their specific needs.
  • Ensure adherence to compliance and risk management rules.

You'll be part of a dynamic team that's passionate about helping others. Our team values creativity, expertise, and a customer-focused mindset. We work together to ensure our clients reach their goals and our colleagues do what they love.

Our Team

The branch is open Monday to Friday, and reports to the Customer Service Branch Manager or the Branch Manager. You'll work with a team of experts who are specialized in investment, credit, mortgage financing, and more.

We're committed to creating a barrier-free workplace that's accessible to all employees. If you require accommodation, please let us know during your first conversations with us.

Career Opportunities

After gaining experience in your role as a Banking Advisor, many opportunities will be available to you. You could advance in the same role, get promoted, or move to another region or branch. We encourage internal mobility and offer many career opportunities.

We believe in ongoing learning and development. Our training programs use on-the-job learning to help you master your role. You'll have access to personalized training content, colleagues with diverse expertise, and a wide range of backgrounds to enrich your development.

Prerequisites
  • Hold a college diploma (DEC) or equivalent.
  • Have customer service experience, an inclusive attitude, and openness to diversity.
  • Have a positive attitude and empathy for clients.
  • Be interested in technology and skilled in sharing knowledge.
  • Be able to adapt to different situations.
Benefits

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:

  • A health and wellness program with 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.
  • A telemedicine service.
  • A virtual sleep clinic.

We're committed to providing a positive employee experience. We foster a collaborative environment with cutting-edge tools and actively listen to employees' ideas. Regular feedback and ongoing communication are encouraged.

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