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Personal Banking Advisor

Attendance
On-Site
Job number
23259
Category
Professional
Status: Permanent
City
Montréal
State
Québec
Type of Contract
Permanent
Country
Canada
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
11-Nov-2024
$ 56000
Salary: starting at $ 56000 per year
Location: Montreal, Quebec
City
Montreal
Province/State
Quebec
Area of Interest: Advisory services, Mortgage products

As a Personal Banking Advisor at National Bank’s call centre, you’ll live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. By adopting a friendly approach and providing high-quality advice, you’ll offer clients a people-centric experience as you assist them with their mortgage renewal process.

Your role:

• Contact and take calls from clients with a mortgage contract that is nearing expiry

• Examine existing mortgage loan files and assess clients’ renewal needs

• Provide personalized advice on mortgage renewal options, including interest rates, terms and conditions

• Negotiate and demonstrate the competitive advantages of the loans, insurance coverage and financial services that meet clients’ needs

• Ensure adherence to compliance and risk management rules

Our Client Contact Centre is open Monday to Thursday from 9:00 a.m. to 8:00 p.m. and Friday from 9:00 a.m. to 6:00 p.m. Your work schedule will vary and will be available three weeks in advance. Your work schedule will include 2 weeknights until 8:00 p.m., with the possibility of working on Saturdays from 9:00 a.m. to 5:00 p.m. on a rotating basis.

Your team:

You’ll report to the Mortgage Retention Manager and routinely work with a team of a hundred experts specializing in credit, mortgage financing and other areas.

We offer a stimulating and inclusive work environment. You’ll be surrounded by experts and managers who will help you and guide you in your role. In addition, you’ll work with colleagues in an environment that fosters to learning and growth.

Your training and development:

You'll begin with on-the-job training. You must be available for full-time training 5 days a week. You’ll be able to experience the call centre environment and get to know your colleagues. The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies.

Prerequisites

• Hold a college diploma (DEC) or equivalent

• Customer service experience, inclusive attitude, and openness to diversity

Languages:
English, French
Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

Accountability Client-focused Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Initiative Learning Agility Resiliency Stress Management Teamwork
Your benefits 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.
  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Initiatives promoting community involvement
  • Telemedicine service
  • Virtual sleep clinic
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.  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. We're putting 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 peoples' 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 is accessible to all employees.  We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

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For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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Discover our culture

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

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