Generalist Advisor

1 week ago

Montréal QC, Canada National Bank of Canada Full time

A career as a Generalist Advisor in the National Bank Operations sector, you can capitalize on your consulting skills and ability to collaborate in synergy with your colleagues. By meeting the varied needs of our SME clients, you will play a key role in ensuring their satisfaction and success.

**Your job**:

- Provide advisory services aligned with the needs of business clients, mainly via incoming calls
- Answer questions about clients' banking products and financing solutions
- Analyze files, identify transactional and financing opportunities, and promote our digital solutions
- Guide SMEs in choosing financial products by providing recommendations tailored to their needs
- Actively participate in your own personal development by upgrading your skills and enhancing your understanding of SME’s economic challenges

**Your team**

The team under the Operations Vice-President is dedicated to the satisfaction and development of our SME clients. You will report to the sales manager and work closely with a team of 18 colleagues who share the values of collaboration, excellence and drive.

We promote a flexible, hybrid work environment that combines working on-site and remotely to help you achieve work/life balance. Our schedules, from 8 a.m. and 6 p.m. Monday to Friday, allow for an organization that can be adjusted according to your needs.

The Bank values ongoing development and internal mobility. We provide you with tools such as the Data Academy, language training, Harvard Manage Mentor and coaching programs to support you throughout your career.

**Prerequisites**
- College diploma in a field related to the activity sector and two years of relevant experience OR university certificate or undergraduate diploma from the National Bank University Program and three years of relevant experience
- Call centre experience, an asset
- Excellent customer service skills and ability to work on a team
- Ability to thrive in a constantly changing environment

**Your benefits**

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

**We're putting people first**

We're 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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

Come live your ambitions with us

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