Professional Banking Services Coordinator

2 weeks ago


Windsor, Ontario, Canada National Bank Full time
About the Role

As a Banking Advisor at National Bank, you will play a key role in providing expert advice and guidance to clients, helping them achieve their financial goals. You will work closely with a team of experts to deliver a people-centric experience, leveraging your analytical skills to offer tailored solutions to clients.

Key Responsibilities
  • Offer advice and guidance to clients on their financial needs, including transaction, investment, and personal financing.
  • Support clients through the mortgage renewal or renegotiation process, ensuring their financial goals are met.
  • Ensure client satisfaction and engagement, referring clients to specialist colleagues as needed.
  • Adhere to compliance and risk management rules, upholding the highest standards of professionalism.
Requirements
  • Hold a college diploma (DEC) or equivalent.
  • Prior experience in advisory services, with a strong focus on inclusivity and diversity.
What We Offer

At National Bank, we are committed to providing a supportive and inclusive work environment. You will have access to ongoing training and development opportunities, as well as a range of benefits to support your wellbeing and career growth. We are a bank on a human scale, with a strong focus on partnership, agility, and empowerment. Our core values of inclusivity, diversity, and social responsibility inspire us to make a positive impact in the lives of our clients and communities.



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