Banking Advisor (Saint-Anselme)

Overview

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills to offer a people‑centric experience for branch clients.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made‑to‑measure insurance and estate planning needs.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.
• Participate in on‑the‑job training and access personalized training content on banking solutions, the advisory approach and continuous learning.