Personal Banking Advisor

National Bank of Canada; Montreal (administrative region); On-site; CAD 49,000 - 67,000; 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 is seeking a Personal Banking Advisor for our Montreal call centre. You will handle mortgage renewal inquiries, assess client needs, and provide tailored renewal options with competitive rates and terms. The role emphasizes compliance, client care, and collaboration with a large expert team.

Join a dynamic environment that values learning, growth, and inclusive service, with a diverse client base and flexible scheduling within a supportive workplace culture.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Customer service experience, inclusive attitude, and openness to diversity.

Responsibilities

• Contact and take calls from clients with a mortgage contract that is nearing expiry.
• Examine existing mortgage loan files and assess clients' renewal needs.
• Provide personalized advice on mortgage renewal options, including interest rates, terms and conditions.
• Negotiate and demonstrate the competitive advantages of the loans, insurance coverage and financial services that meet clients' needs.
• Ensure adherence to compliance and risk management rules.

Skills

Accountability

Active listening

Client education

Client focus

Communication

Negotiation

Results orientation

Emotional intelligence

Empathy

Information analysis

Learning agility

Mortgages

Compliance

Stress management

Teamwork

Education

DEC or equivalent

Job description

As a Personal Banking Advisor at National Bank's call centre, you'll live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. By adopting a friendly approach and providing high-quality advice, you'll offer clients a people-centric experience as you assist them with your mortgage renewal process.

Your role:

• Contact and take calls from clients with a mortgage contract that is nearing expiry.
• Examine existing mortgage loan files and assess clients' renewal needs.
• Provide personalized advice on mortgage renewal options, including interest rates, terms and conditions.
• Negotiate and demonstrate the competitive advantages of the loans, insurance coverage and financial services that meet clients' needs.
• Ensure adherence to compliance and risk management rules.

Our Client Contact Centre is open Monday to Thursday from 9:00 a.m. to 8:00 p.m. and Friday from 9:00 a.m. to 6:00 p.m. Your work schedule will vary and will be available three weeks in advance. Your work schedule will include 2 weeknights until 8:00 p.m., with the possibility of working on Saturdays from 9:00 a.m. to 5:00 p.m. on a rotating basis.

Your team:

You'll report to the Mortgage Retention Manager and routinely work with a team of a hundred experts specializing in credit, mortgage financing and other areas.

We offer a stimulating and inclusive work environment. You'll be surrounded by experts and managers who will help you and guide you in your role. In addition, you'll work with colleagues in an environment that fosters learning and growth.

Your training and development:

You'll begin with on-the-job training. You must be available for full-time training 5 days a week. You'll be able to experience the call centre environment and get to know your colleagues. The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies. Many options will be available; you could advance in the same role, get promoted, develop within the sector, and more. We offer many career opportunities and encourage internal mobility.

Prerequisites

• Hold a college diploma (DEC) or equivalent.
• Customer service experience, inclusive attitude, and openness to diversity.

Languages: French, English

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

Required skills: Accountability, Active listening, Client Education, Client-focused, Communication, Contract Negotiation, Driving Results, Emotional Intelligence, Empathy, Information Analysis, Learning Agility, Mortgages, Standards Compliance, Stress Management, 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 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!

Base Salary: 57,899