Banking Advisor (On-Site)

NATIONAL BANK OF CANADA; Courtenay; On-site; CAD 45,000 - 60,000; Full time

Job summary

Join a leading bank as a Banking Advisor in Courtenay, where you'll provide exceptional service and financial solutions. This role emphasizes client interaction, teamwork, and ongoing development through a supportive environment. Experience competitive compensation and flexible benefits tailored to your lifestyle.

Benefits

Health and wellness programs

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Virtual sleep clinic

Qualifications

• 1+ year of customer service experience required.
• Strong communication skills essential for success.
• Attention to detail necessary in a fast-paced environment.

Responsibilities

• Deliver outstanding customer experiences and recommend banking products.
• Process transactions accurately and maintain compliance.
• Identify referral opportunities to support clients' financial success.

Skills

Brand Ambassadorship

Business Development

Driving Results

Teamwork

Client-focused

Detail-oriented

Digital literacy

Empathy

Learning Agility

Oral Communication

Education

Post-secondary education

Tools

MS Office

banking systems

Job description

Attendance On-Site Job number 27250 Category Support Status: Permanent Type of Contract: Permanent Schedule: Full-Time Location: Courtenay, British Columbia Area of Interest: Advisory services, Personal banking

A career as a Banking Advisor in the Courtenay Banking team at Canadian Western Bank, part of the National Bank, involves being the first point of contact for clients, providing exceptional service and financial solutions. This role allows you to positively impact the organization through customer service skills, financial knowledge, and relationship-building abilities.

• Deliver outstanding customer experiences, ensuring each interaction is positive and meaningful.
• Open accounts and recommend banking products suited to client needs.
• Identify referral opportunities to Account Managers to support clients’ financial success.
• Process transactions accurately, maintaining compliance and attention to detail.
• Educate clients on banking products to promote understanding and engagement.
• Contribute to branch success through collaboration and continuous learning.

Your team

As part of the Retail Banking sector, you will join a team of customer service professionals reporting to the Branch Manager. Our team is known for its people-first approach, collaboration, and commitment to client success. We offer flexibility, work-life balance, hybrid work options, and adaptable schedules.

Our training programs emphasize on-the-job learning, with access to personalized training, mentorship, and a supportive environment to help you grow your career.

Basic requirements

• Post-secondary education and 1+ year of customer service experience.
• Strong communication skills with a people-first approach.
• Interest in financial products and career growth within banking.
• Attention to detail and ability to work efficiently in a fast-paced environment.
• Proficiency in MS Office and banking systems.

Skills

• Brand Ambassadorship
• Business Development
• Driving Results
• Teamwork
• Client-focused
• Detail-oriented
• Digital literacy
• Empathy
• Learning Agility
• Oral Communication

Benefits

In addition to competitive compensation, you will be eligible for a range of flexible benefits, including:

• Health and wellness programs
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Community involvement opportunities
• Virtual sleep clinic

We foster a positive employee experience through dynamic work environments and cutting-edge collaboration tools. Our culture emphasizes listening to employee feedback, putting people first, and maintaining an inclusive, accessible workplace. We welcome all candidates and are committed to providing accommodations during the recruitment process.