Advisor, Banking services

Banque Nationale du Canada; Montreal (administrative region); On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Job summary

National Bank in Montreal seeks an Advisor, Banking Services to act as a versatile one-stop shop for clients’ personal needs. You will leverage your client service experience and knowledge of banking products to impact lives and strengthen partner relationships.

The role emphasizes continuous client communication, meeting sales targets, and ensuring compliance. Training and a collaborative team culture support ongoing development and career progression.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Strong communication and client service orientation.
• Ability to work in a team and manage client relationships.

Responsibilities

• Maintain ongoing communication with clients, Investment advisors and external partners.
• Achieve sales targets by providing sound banking advice.
• Carry out daily follow-up activities.
• Ensure compliance and risk management rules.
• Advise and offer solutions to partners’ clients for banking, financing and onboarding.
• Ensure client satisfaction and engagement.
• Identify opportunities and refer clients to specialist colleagues.

Skills

Customer service

Sales

Banking products

Communication

Education

DEC or equivalent

Job description

Area(s) of interest: Advisory services, Personal banking

Location(s): Montreal

As an Advisor, Banking Servicesin the ABS team at National Bank, you'll have a versatile role that will allow you to be a one-stop shop for all our clients’ personal needs. With your experience in customer service, and your knowledge of banking and credit products, you'll have a positive impact on the lives of our clients and on the lasting relationship with our internal and external partners.

Your role:

• Keep an ongoing communication with clients, Investment advisors and external partners.
• Achieve sales targets by providing sound banking advice.
• Carry out daily follow-up activities.
• Ensureadherence to compliance and risk management rules.
• Advise and offer appropriate solutions to our partners’ clients, to answer their banking, financing and onboarding needs.
• Ensure client satisfaction and engagement.
• Identify different opportunities and refer clients to your specialist colleagues.

Your team:

Our team stands out for excellent customer service, relationship building, discipline, collaboration and a friendly atmosphere. We rely on each other to share knowledge and best practices.

After gaining the necessary experience in your role as an Advisor, Banking services, many options will be available for the advancement in different sectors of National Bank.

Our training program uses on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You'll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

The working hours are usually from 8:30 to 17:00 but will require occasional call outs to our clients in different time zones.

Prerequisites:

• Hold a college diploma (DEC) or equivalent
• Positive attitude and empathy for clients
• Team player

Languages:

French

Skills

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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 such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

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 value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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