Banking Advisor

Banque Nationale du Canada; Richmond; On-site; CAD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking bank as a Banking Advisor, where your role is pivotal in providing personalized banking solutions. You will engage with clients, understand their needs, and offer tailored advice to enhance their banking experience. This dynamic position not only allows you to make a positive impact on clients' lives but also offers numerous opportunities for career advancement and professional development. With a focus on inclusivity and employee well-being, this innovative organization values your contributions and encourages a collaborative work environment. If you are passionate about helping others and thrive in a team-oriented atmosphere, this is the perfect opportunity for you.

Benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Virtual sleep clinic

Qualifications

• Customer service experience and a positive attitude are essential.
• Interest in technology and ability to adapt to different situations.

Responsibilities

• Greet clients and provide assistance with banking applications.
• Listen to clients’ needs and resolve complex situations.
• Ensure client satisfaction and refer clients to specialists.

Skills

Accountability

Client-focused

Emotional Intelligence

Digital literacy

Teamwork

Detail-oriented

Oral Communication

Learning Agility

Driving Results

Humility

Education

College diploma (DEC) or equivalent

Job description

Area of Interest: Advisory services, Personal banking

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.

Responsibilities:

• 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

Skills:

Accountability, Brand Ambassadorship, Business Development, Client-focused, Detail-oriented, Digital literacy, Driving Results, Emotional Intelligence, Empathy, Humility, Learning Agility, Oral Communication, Teamwork

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
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Virtual sleep clinic

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 are 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.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

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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