Skip Navigation

Senior 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 will act as a dedicated guide for thousands of clients in order to find unique solutions for each of them. Every interaction will therefore give you the opportunity to create an authentic client experience and make your mark through your personalized approach. You will be 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)

video placeholder

Testimonials

At Sales and Service - Remote Channels, 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 Gagné, Call Center Agent

Advantages

  • Job stability

  • Competitive employee benefits

  • Numerous career opportunities

  • Culture of mutual support

  • Dynamic and stimulating environment

Back to Job Navigation (Advantages)

Senior Financial Services Representative

Job ID 13752489712 Date posted 09/03/2021

Primary Locations: Montreal, Quebec

Employee Status: Regular

Schedule: Part-time

Hours Number: 20


This position reports to the Branch Manager.

Main challenges
  • Create an atmosphere of trust in order to establish a personalized relationship with our customers and offer excellent service
  • Promote the products offered by the Bank, guide customers through the wide variety of our financial products and services and propose new products that meet their needs
  • Carry out different types of research and analyses in order to provide accurate answers to customers' many questions, with a view to offering consistently outstanding customer service
  • Refer customers to the appropriate experts for more information depending on the needs expressed

Specifically, you will:

  • Offer your support to the financial advisors in the administrative processing of loans and investments files
  • Independently negotiate, within previously defined limits, agreements with customers and other sectors in order to solve problems related to customer satisfaction
  • Optimize communications and relationships with various other departments and parties involved
  • Ensure that certain files are followed up and carry out various operational activities of a complex and varied nature
  • Act as a resource person while supporting business development by carrying out fairly basic administrative tasks and analyses

  • High school diploma and three years of relevant experience or College diploma and one year of relevant experience
  • Customer service experience
  • Experience in the administrative processing of loans and investments, an asset
  • Knowledge of banking and financial products and services
  • Bilingualism (spoken and written) - English and French

At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day.

The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviours) of partnership, agility and empowerment count as much as the business objectives.

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.

Come and see how: https://jobs.nbc.ca/diversity

Particular Condition:Please note that the work schedule may vary according to operational needs.

JobField: Advisory Services, Call Centres

Unposting Date: 2021-09-17

Job Number: ADV0012M

Posting Date: 2021-09-03

Apply now >Send this opportunity via email
Job Alerts

Job Alerts

Register for job alerts according to my preferences.

Subscribe

Back to Job Navigation (Map)

Job Matching

Let us search jobs for you based on the skills and experience listed in your profile.

Start matching