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Banking Services Advisor

Apply now Job ID 18781580096 Date posted 11/24/2021

Primary Locations: Montreal, Quebec

Employee Status: Regular

Schedule: Full-time


  • Do you have experience in sales?
  • Would you like to play a central role in building relationships of trust with clients?
  • Considering a career in banking?

Come use your customer service and business development skills to promote National Bank products.

This position reports to the manager.

The Advisor Banking Services sector is currently seeking a banking advisor who will meet its clients' financing needs.

More specifically you will be required to:

  • Identify business opportunities and advise our clients by phone about the financial products and services we offer, particularly our credit products.
  • Establish and maintain lasting business relationships with clients.
  • Ensure client satisfaction with the quality of your advice.
  • Show customers the competitive advantages of the Bank's financial products and services.
  • Ensure adherence to compliance rules and administrative procedures.
  • Stimulate the sales business development efforts of your team by collaborating in organizational changes and solving problematic situations, always in the interest of continuous improvement.
  • Manage relationships with our clients (acquisition, retention).
  • Identify the risks inherent to Personal and Commercial Banking sector activities.

  • A completed Bachelor's degree in a related field and a minimum of 6 months of relevant sales and customer service experience OR a university certificate in a related field and 2 years of experience OR a completed college diploma (DEC) in a related field and 3 years of experience
  • Customer and advisory service experience
  • Work experience in the branch network or call centres, an asset
  • Knowledge of loan and credit products, an asset
  • Good interpersonal and communication skills
  • Bilingualism, both spoken and written (English and French), essential

Is this the challenge for you? Do you have the right qualifications? Apply now!

Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment, and telemedicine services. 

National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management's concrete commitment helps spread this value across all sectors in the organization. The Bank has been ranked among the top employers for diversity in Canada for several years. 

Particular Condition:Work schedules vary between 8:00 a.m. and 8:00 p.m. The Bank is daring and innovative and has modernized its performance assessment system to better meet our clients' changing needs. That's why the expected behaviours of partnership, agility, and empowerment count as much as achieving business objectives.

JobField: Advisory Services, Personal Banking

Unposting Date: 2021-12-15

Job Number: PER004AC

Posting Date: 2021-11-24

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