Banking Advisor
3 weeks ago
As a Banking Advisor at National Bank, you will have the opportunity to work in a dynamic and supportive environment where you can grow your skills and knowledge. Your primary responsibility will be to provide exceptional client service, building strong relationships with our clients and helping them achieve their financial goals.
Your day-to-day tasks will include:
- Listening to clients' needs and resolving complex situations
- Providing advice and offering appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance, and estate planning needs
- Supporting clients through the mortgage renewal or renegotiation process
- Ensuring client satisfaction and engagement
- Referring clients to specialist colleagues for their specific needs
- Ensuring adherence to compliance and risk management rules
We value diversity and inclusivity in our workplace and are committed to creating a barrier-free environment for all employees. If you require accommodation, please let us know during your first conversations with us.
Our training programs use on-the-job learning to help you master your role. You will have access to personalized training content and colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.
We are a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.
We want to offer an accessible, barrier-free workplace to all employees. We welcome all candidates who are passionate about providing exceptional client service and building strong relationships with our clients.
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