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Financial Services Representative

Your contribution

Working in a National Bank call centre means working at the heart of a banking transformation that helps clients obtain the service they want when they want it and through their choice of channel. You act as a dedicated guide for thousands of clients in order to find unique solutions for each of them. Every interaction gives you the opportunity to create an authentic client experience and make your mark through your personalized approach. You are the face of National Bank!

  • Profile: Interest in the financial industry
  • Experience: 2 years of relevant experience in financial services
  • Language: Bilingual (English and French)
  • Background: You have at least a high school diploma, a Cégep diploma (Quebec) or a Bachelor's degree, depending on the position you're applying for
  • Work environment Stimulating workspace promoting team synergy and professional development

Back to Job Navigation (Overview)

What does it take for a Call Centre employee to stand out on our team? Here are a few of the main characteristics: (1 Beginner – 10 Expert)

  • Communication skills 10
  • Listening skills 10
  • Customer service skills 10
  • Versatility 9
  • Team and community spirit 8
  • Autonomy 8
  • Sense of emergency 8
  • Analytical skills 7
Traits are on a scale of 0 to 10

5 key characteristics

  • Passionate about clients
  • Empathetic
  • Enthusiastic
  • Flexible
  • Collaborator

Back to Job Navigation (Success)

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At Customer Experience Centre, we work in a warm, friendly atmosphere where the team acts in the interests of other colleagues and have many different career opportunities. Who could ask for anything more?

– Steve, Customer Service Agent


  • Job stability

  • Competitive employee benefits

  • Numerous career opportunities

  • Culture of mutual support

  • Dynamic and stimulating environment

Back to Job Navigation (Advantages)

Financial Services Representative

Job ID 28973764256 Date posted 05/13/2022

Primary Locations: Montreal, Quebec

Employee Status: Regular

Schedule: Full-time

A career as a Financial Services Representative in the loan origination administrative team at National Bank means working closely with colleagues and having a direct impact on our clients. You will support all team advisors in verifying and making sure their financing files are compliant. You will also ensure client satisfaction by maintaining trust-based relationships and offering high-quality service.

Your role

  • Help financial advisors process loan and credit files
  • Perform the first step in analyzing financing files
  • Optimize relationships with the various stakeholders
  • Participate in various complex operational activities
  • Make improvements to reduce file errors
  • Ensure compliance and follow-up of files

Our team is available Monday to Friday, from 8:00 a.m. to 6:00 p.m. You will report to the team manager and be part of a team of dynamic analysts.

You’ll begin with a 4-week on-the-job training that will allow you to experience and understand the administrative environment, and get to know your teammates. The training program focuses on hands-on learning so you can learn about your role, our products and technologies to help you reach your full potential.

Required skills

  • High school diploma
  • Relevant experience in managing administrative tasks
  • Ability to effectively communicate in French and English

Preferred skills

  • Knowledge of credit products (loans, lines of credit)
  • Eagerness to learn and curiosity
  • Diligence and ability to deliver on commitments
  • Team spirit and the ability to adapt to changes

Our team values passionate people and bold ideas. We work together to make sure our clients reach their goals, and our colleagues do what they love. We rely on our colleagues to share knowledge and help one another. 

Your benefits

Upon hiring, you'll be eligible for a wide range of benefits. We offer attractive benefits for you and your family:

  • Repayment of your studies
  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Community involvement program
  • Telemedicine
  • Virtual sleep clinic

These are just some of the many benefits we offer. We’ve introduced a number of additional measures to ensure your health, safety, and well-being during the pandemic.

People first

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 inclusivity is central to our commitments. We offer a barrier-free workplace that’s accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during our initial conversations.

We welcome all candidates! What can you bring to our team?

Are you ready to live your ambitions?

JobField: Advisory Services, Call Centres

Unposting Date: 2022-05-20

Job Number: ADV001XF

Posting Date: 2022-05-13

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