Financial Services Professional
3 weeks ago
A dynamic role as a Financial Services Professional at National Bank offers a unique opportunity to make a lasting impact on clients' lives and advance your career.
This varied position allows you to leverage your analytical skills and adopt a people-centric approach to deliver exceptional branch client experiences.
Key responsibilities include:
- Engaging with clients to understand their needs and resolving complex situations in a timely and effective manner.
- Providing expert advice and tailored solutions to meet the diverse needs of Personal and Small Business clients, encompassing transactional, investment, and financial planning services.
- Supporting clients throughout the mortgage renewal or renegotiation process, ensuring seamless transitions and optimal outcomes.
- Fostering client satisfaction and loyalty by delivering exceptional service and addressing concerns promptly.
- Collaborating with specialist colleagues to refer clients to relevant experts, ensuring comprehensive support and expertise.
- Ensuring compliance with regulatory requirements and risk management principles, upholding the highest standards of professionalism and integrity.
Your work environment
The branch operates on a flexible schedule, with various work arrangements available to accommodate team members' needs. As a Financial Services Professional, you will report directly to the Branch Manager and work closely with a talented team of experts in investment, mortgage financing, and other areas.
At National Bank, we value passionate individuals who bring bold ideas and a commitment to excellence. Our team works together to empower clients to achieve their goals and colleagues to thrive in their roles. We foster an inclusive environment where knowledge is shared, and colleagues support one another to drive success.
As you progress in your role, you will have access to a range of career development opportunities, including internal mobility and promotions. Our comprehensive training programs utilize on-the-job learning and personalized development plans to help you master your role and achieve your full potential.
Prerequisites for this role include:
- Holding a college diploma (DEC) or equivalent qualification.
- Advisory service experience, an inclusive attitude, and a commitment to diversity and inclusivity.
Benefits
In addition to competitive compensation, you will be eligible for a wide range of flexible benefits that prioritize your wellbeing and that of your family. These include:
- A health and wellness program with various options to suit your needs.
- Flexible group insurance to provide peace of mind.
- A generous pension plan to secure your financial future.
- The Employee Share Ownership Plan to empower your financial growth.
- The Employee and Family Assistance Program to support your mental wellbeing.
- Preferential banking services to simplify your financial life.
- Opportunities to participate in community initiatives that make a positive impact.
- Access to telemedicine services for convenient healthcare.
- The Virtual Sleep Clinic to promote better sleep and overall wellbeing.
We strive to create a work environment that is accessible to all employees and encourages inclusivity. If you require accommodation during the recruitment process, please let us know, and we will do our best to support you.
At National Bank, we're committed to putting people first and making a positive impact on their lives. Our core values of partnership, agility, and empowerment guide us in everything we do. We welcome candidates from diverse backgrounds and invite you to join our team of passionate professionals who are dedicated to excellence.
What can you bring to our team?
Come live your ambitions with us and discover the rewards of a fulfilling career at National Bank.
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