Banking Advisor

National Bank of Canada; Ottawa; Hybrid; CAD 40,000 - 60,000; Full time

Job summary

National Bank of Canada is seeking a Banking Advisor in Ottawa. This role offers a dynamic experience where you will engage with clients, tackle challenges, and provide personalized banking solutions. You'll benefit from training programs tailored to your growth and be part of a collaborative team.

Ideal candidates will have a college diploma, customer service experience, and a positive attitude. Join us to help clients achieve their goals while exploring various career paths within the organization.

Qualifications

• Customer service experience is essential.
• Must have a college diploma or equivalent.
• Positive attitude and empathy for clients are crucial.

Responsibilities

• Greet clients and answer questions.
• Help clients use banking applications.
• Provide transaction solutions for Personal Banking clients.

Skills

Customer service experience

Positivity and empathy

Interest in technology

Ability to adapt

Education

College diploma (DEC) or equivalent

Job description

A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people‑centric experience for branch clients.

Your job

• Greet clients and answer questions.
• Help clients use our banking applications and ABMs.
• Listen to clients’ needs and resolve situations that may be complex.
• Give advice and offer transaction solutions for Personal Banking clients.
• Demonstrate the ability to build lasting business relationships.
• Ensure client satisfaction and engagement.
• Refer your clients to your specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.

Your team

The branch is open one evening per week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Customer Service Branch Manager or the Branch Manager. Every day, you will work with a team of experts specialized in investment, credit, mortgage financing and more.

Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.

Our training programs use 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.

Prerequisites

• Hold a college diploma (DEC) or equivalent
• Customer service experience, inclusive attitude and openness to diversity
• Positive attitude and empathy for clients
• Interest in technology and skilled in sharing knowledge
• Ability to adapt to different situations