Advisor Banking Services

Advisor Banking Services Role at National Bank of Canada

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Your role:

• Oversee onboarding and banking files by communicating with clients, investment advisors, and external partners via phone and email.
• Achieve volume and product-related objectives.
• Follow up daily and document notes in Salesforce (CRM).
• Ensure compliance with risk management and regulatory rules.
• Address client needs and resolve complex situations.
• Maintain client satisfaction and engagement.
• Identify opportunities and refer clients to specialists.
• Participate in weekly team meetings.

Your team:

You will be part of a team of 7 Advisor Banking Services, 2 Experts, reporting to the manager. You will collaborate with specialists in credit, mortgage financing, and customer service.

Our team values excellent customer service, relationship building, discipline, collaboration, and a friendly atmosphere. We share knowledge and best practices.

After gaining experience, many career advancement options within the bank are available.

Our training includes on-the-job learning, personalized content, and access to experienced colleagues to support your development.

Working hours are typically 8:30 to 17:00, with occasional calls outside normal hours. You will serve clients speaking languages other than French and work closely with colleagues outside Quebec.

Prerequisites:

• College diploma (DEC) or equivalent.
• Customer service experience.
• Proficiency in French and English (speaking and writing).
• Positive attitude and empathy.
• Team player.

Your benefits:

Competitive compensation and a range of benefits including health, wellness, insurance, pension, employee share plans, and more.

We promote a positive work environment, employee feedback, and ongoing communication.

Our values:

We are a human-scale bank committed to positive social impact, partnership, agility, empowerment, and inclusivity. We provide accessible workplaces and are committed to accommodating all candidates.

Additional details:

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking

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