Customer Service Agent Commercial Banking

National Bank of Canada; Montreal (administrative region); On-site; CAD 37,000 - 44,000; 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

Community involvement initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada in Montreal is seeking a Business Advisory Services Representative to build trust with business clients and identify opportunities while delivering strong customer service. You will support clients’ banking transactions and credit needs and help them use our digital solutions.

You will analyze client needs to advise on the best solution and/or digital products, and provide a distinctive client experience while adhering to compliance and fraud prevention rules.

Qualifications

• High school diploma
• Ability to identify business opportunities
• Customer service experience

Responsibilities

• Support our business clients with their banking transactions and credit/banking needs and help them use our digital solutions
• Analyze and understand business client needs in order to provide advice on the best solution and/or digital products
• Offer a distinctive client experience
• Follow compliance and fraud prevention rules in effect.

Skills

Customer service

Business opportunity identification

Bilingual - French/English

Education

High school diploma

Job description

As Business Advisory Services Representative you’ll build a trust-based relationship with our business clients. You’ll have a positive impact on clients with your ability to identify business opportunities and your customer service experience.

Your role

• Support our business clients with their banking transactions and credit/banking needs and help them use our digital solutions
• Analyze and understand business client needs in order to provide advice on the best solution and/or digital products
• Offer a distinctive client experience
• Follow compliance and fraud prevention rules in effect.

Our Client Contact centre is open Monday to Friday from 7:00 a.m. to 8:00 p.m. Your work schedule is variable, and you’ll be informed of your schedule three weeks in advance.

Your team

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 is encouraged.

Learning and development

Your onboarding begins with an 8- to 10-week on-site training program. During this period, your schedule will be Monday to Friday, from 8:30 a.m. to 4:30 p.m. This allows you to experience the call centre environment firsthand and get to know your colleagues.

The training program is based on hands‑on learning through live customer calls, supported by a remote trainer who will help you become familiar with your role, our products, and our technologies.

A wide range of career opportunities awaits you. Whether you are looking to grow within your current role, earn a promotion, advance within the sector, or explore new career paths, many possibilities are available. We actively encourage internal mobility and support our employees' professional development and career growth.

Prerequisites

• High school diploma
• Ability to identify business opportunities
• Customer service experience

#CCSM

#sacE

Languages: French, English

Base Rate: 26.89

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Required skills: Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Initiative, Learning Agility, Resiliency, Teamwork

Your benefits

• Health and wellness program, including many options
• 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

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 is 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?

Join us!