Customer Service Agent, Financing

National Bank of Canada; Montreal (administrative region); On-site; CAD 28,000 - 40,000; 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

Job summary

National Bank of Canada is seeking a Customer Service Agent for our call centre to support clients with financing needs, including loans, lines of credit, and mortgages. You will listen, advise, and provide personalized solutions over the phone while connecting clients to the right services.

Responsibilities include handling calls, answering product questions, guiding clients through banking applications, and escalating complex cases to specialists. Bilingual French/English is valued.

Qualifications

• High school diploma.
• Customer service experience.
• Aptitude for building strong relationships and proactively establishing ties with clients.

Responsibilities

• Take calls from clients.
• Answer questions related to financing products (personal loans, student loans, lines of credit, mortgage loans).
• Listen to clients’ needs and offer personalized solutions.
• Help clients use our banking applications.
• Refer clients with specialized needs to the correct sector.

Skills

Customer service

Communication

Relationship building

Call handling

Education

High school diploma

Tools

Banking applications

Job description

As a Customer Service Agent for our call centres, you’ll support our clients with their financing needs including personal loans, lines of credit and mortgages. You’ll have a positive impact on clients with your listening and advisory skills.

• Take calls from clients
• Answer questions related to financing products (personal loans, student loans, lines of credit, mortgage loans)
• Listen to clients’ needs and offer personalized solutions
• Help clients use our banking applications
• Refer clients with specialized needs to the correct sector

Our Client Contact centre is open Monday to Friday from 8:00 a.m. to 9:00p.m. and Saturday and Sunday from 9:00 a.m. to 5:00 p.m. Your work schedule is variable, and you’ll be informed of your schedule three weeks in advance.

Your team

Our team values passionate people and bold ideas. We work together to help our clients and your colleagues achieve their goals. We know we can count on our colleagues to share knowledge and help one another.

Learning and development

You’ll start with a training program lasting 6 to 8 weeks. Your on-the-job training will focus on learning how to help clients over the phone, and you'll be supported by a trainer.

We encourage our employees’ development and offer numerous career opportunities, including a career development plan with our internal career counsellors, ongoing coaching and the possibility of paid external training.

Prerequisites

• High school diploma
• Customer service experience
• Aptitude for building strong relationships and proactively establishing ties with clients

#sacF
#CCSM

Languages: French, English

Base Rate: 24.5

Youtube Video

Your benefits

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 such as:

• 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 are 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!