Personal Banking Advisor

2 months ago


Montreal, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly motivated and customer-focused Personal Banking Advisor - Mortgage Expert to join our team at National Bank. As a key member of our call centre, you will play a vital role in providing exceptional service to our clients and helping them achieve their financial goals.

Key Responsibilities
  • Contact and engage with clients to discuss their mortgage renewal needs and provide personalized advice on mortgage options.
  • Examine existing mortgage loan files and assess clients' renewal requirements.
  • Negotiate and demonstrate the competitive advantages of our loans, insurance coverage, and financial services.
  • Ensure adherence to compliance and risk management rules.
What We Offer

As a valued member of our team, you will enjoy a stimulating and inclusive work environment, surrounded by experts and managers who will support and guide you in your role. Our comprehensive training program will equip you with the skills and knowledge needed to succeed in this position.

Requirements
  • Hold a college diploma (DEC) or equivalent.
  • Customer service experience, inclusive attitude, and openness to diversity.
Language Requirements

Fluency in English and French is required, as you will be serving clients who speak a language other than French regularly.



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