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Client Relationship Manager

2 months ago


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

We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Advisor. As a key member of our call centre team, you will play a critical 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 available options.
  • Examine existing mortgage loan files and assess clients' renewal requirements to ensure seamless transitions.
  • Negotiate and demonstrate the competitive advantages of our loans, insurance coverage, and financial services to meet clients' needs.
  • Ensure adherence to compliance and risk management rules to maintain a high level of service quality.
What We Offer

As a Personal Banking Advisor at National Bank, you will enjoy a stimulating and inclusive work environment, surrounded by experts and managers who will help you grow and develop 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

Fluency in French is required, as you will be serving clients who speak French regularly.