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Title posted on Jobillico - Advisor Banking Services
Posted on October 19, 2024 by Employer details National Bank
Job details
<p><span>As an Advisor, Banking Services<strong><span> </span></strong>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 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.</span></p> <p><strong><span>Your role: </span></strong></p> <ul> <li><span>Keep an ongoing communication with clients, Investment advisors and external partners.</span></li> <li><span>Achieve sales targets by providing sound banking advice.</span></li> <li><span>Carry out daily follow-up activities.</span></li> <li><span>Ensure </span><span>adherence to compliance and risk management rules.</span></li> <li><span>Advise and offer appropriate solutions to our partners? clients, to answer their banking, financing and onboarding needs. </span></li> <li><span>Ensure client satisfaction and engagement.</span></li> <li><span>Identify different opportunities and refer clients to your specialist colleagues.</span></li> </ul> <p><strong><span>Your team: </span></strong></p> <p><span>As part of the ABS sector, you?ll be in a team of 8 Advisor Banking Services, 3 Experts and will report to the Manager. Your daily responsibilities will be comprised of collaborating with specialists in credit, mortgage financing, customer service and more.</span></p> <p><span> </span><span>Our team stands out for excellent customer service, relationship building, discipline, collaboration and a friendly atmosphere. We rely on each other to share knowledge and best practices.</span></p> <p><span> </span><span>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.</span></p> <p><span> </span><span>Our training program uses on-the-job learning to help you master your role. </span><span>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.</span><span> </span></p> <p><span>The working hours are usually from 8:30 to 17:00 but will require occasional call outs to our clients in different time zones.</span></p> <p><strong><span>Prerequisites:</span></strong></p> <ul> <li><span>Hold a college diploma (DEC) or equivalent</span></li> <li><span>Customer service experience</span></li> <li><span>Be proficient in French and English (speaking and writing)</span></li> <li><span>Positive attitude and empathy for clients</span></li> <li><span>Team player</span></li> </ul> <p> </p> <strong>Your benefits</strong><div><br></div><div>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.</div><div><ul><li>Health and wellness program, including many options</li><li>Flexible group insurance</li><li>Generous pension plan</li><li>Employee Share Ownership Plan</li><li>Employee and Family Assistance Program</li><li>Preferential banking services</li><li>Opportunities to get involved in community initiatives</li><li>Telemedicine service</li><li>Virtual sleep clinic</li></ul></div><div>These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. </div><div><br></div><div>Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees? ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.</div><div><br></div><div><strong>We're putting people first</strong></di- LocationMontréal, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #14530536
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