Banking Advisor

Job summary

You will act as a primary point of contact for personal banking needs, managing onboarding files and achieving product volume objectives. Additionally, you will ensure compliance with risk management rules while identifying cross-selling opportunities for specialist colleagues.

Job details

As an Advisor, Banking Services in the ABS team at National Bank, you’ll have a versatile role that will allow you to be a one-stop shop for all our clients’ personal banking needs. With your experience in customer service, and your knowledge of banking and credit products, you’ll have a positive impact on the lives of our clients and on the lasting relationship with our internal and external partners. Your role: Oversee the list of your Onboarding and Banking files by communicating with clients, Investment advisors and external partners by phone and email. Achieve volume and other product related objectives. Carry out daily follow-up activities and keep notes in the Salesforce (CRM). Ensure adherence to compliance and risk management rules. Listen to clients’ needs and resolve situations that may be complex. Ensure client satisfaction and engagement. Identify different opportunities and refer clients to your specialist colleagues. Participate in weekly Team meetings. Your team: As part of the ABS sector, you’ll be in a team of 8 Advisor Banking Services, 2 Experts and you will report to the Manager. Every day, you will work with a team of Experts specialized in credit, mortgage financing, customer service and more. Our team stands out for excellent customer service, relationship building, discipline, collaboration and friendly atmosphere. We rely on each other to share knowledge and best practices. After gaining the necessary experience in your role as an Advisor, Banking services, many options will be available for the advancement in different sectors of National Bank. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. The working hours are usually from 8:30 to 17:00 but will require occasional call outs to our clients in different time zones. Please note that you will be serving clients who speaks a language other than French regularly. You will also be working closely with our colleagues outside Quebec. Prerequisites: Hold a college diploma (DEC) or equivalent Customer service experience Positive attitude and empathy for clients Team player Skills: Learning Agility Communication Diversity and Inclusion Empathy Initiative Resilience Teamwork Languages: French, English Reason to require this language: you will need to serve clients who speak a language other than French regularly. Required skills: Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, Teamwork 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!

What you’ll do

You will act as a primary point of contact for personal banking needs, managing onboarding files and achieving product volume objectives. Additionally, you will ensure compliance with risk management rules while identifying cross-selling opportunities for specialist colleagues.

Requirements

Candidates must hold a college diploma (DEC) or equivalent and possess strong customer service experience. Proficiency in both French and English is required to serve a diverse client base effectively.

Benefits

• 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

Listed skills

• Customer service · Preferred
• Teamwork · Preferred
• Compliance · Preferred
• Risk Management · Preferred
• Communication · Preferred
• Salesforce · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Banking
• Credit products
• Salesforce
• Compliance
• Risk management
• Communication
• Learning agility
• Diversity and inclusion
• Empathy
• Initiative
• Resilience
• Teamwork
• Artificial intelligence
• Cybersecurity

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales