Banking Advisor: Build Lasting Client Relationships

National Bank of Canada; Repentigny; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada seeks a Banking Advisor to greet clients, answer questions and assist with banking apps and ABMs. You will listen to client needs, provide transaction solutions, and refer to specialists as required. Compliance and risk rules must be followed.

The role emphasizes building lasting relationships, ensuring client satisfaction, and collaborating with a team of experts across investment, credit and mortgage areas.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Customer service experience and a friendly, inclusive attitude.
• Positive attitude and empathy for clients; willingness to learn technology.

Responsibilities

• Greet clients and answer questions.
• Help clients use 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.
• Refer clients to specialist colleagues for specific needs.
• Ensure adherence to compliance and risk management rules.

Skills

Customer service

Active listening

People-centric service

Tech-savvy

Education

DEC or equivalent

Job description

National Bank of Canada seeks a Banking Advisor to greet clients, answer questions and assist with banking apps and ABMs. You will listen to client needs, provide transaction solutions, and refer to specialists as required. Compliance and risk rules must be followed.

The role emphasizes building lasting relationships, ensuring client satisfaction, and collaborating with a team of experts across investment, credit and mortgage areas.