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Financial Services Representative

Attendance
Hybrid
Job number
23591
Category
Support
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
22-Nov-2024
Location: Montreal, Quebec
City
Montreal
Province/State
Quebec
Area of Interest: Advisory services, Mortgage products

A career as a Financial Services Representative in Financing at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Mortgage Development Managers in all their administrative activities concerning mortgage financing. It’s also a way to make a difference for our clients at a key moment in their lives.

Your job: 

  • Provide exceptional customer service and optimize interactions with MDMs' clients regarding the technical, administrative and operational aspects of their mortgage files.
  • Closely monitor client files with partners to make sure activities are carried out efficiently.
  • Support the team in resolving problems and analyzing data involving client satisfaction.
  • Make sure the processes used are compliant, that new features are implemented and that any corrections required are made to all transactions.
  • Ensure adherence to compliance and risk management rules.

Your team:

You’ll be part of a team that stands out for its strong collaboration. You’re known for your empathy and open-mindedness. You’ll have the opportunity to develop your skills through training, hands-on learning and discussions with your partners. This position reports to the Residential Financing Manager.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites: 

  • High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience
  • Customer service experience
  • Experience in an administrative support role in a residential financing team, an asset
  • Knowledge and understanding of financial products and credit standards, an asset
  • Basic investment knowledge
  • Proficient with IT tools and comfortable navigating digital tools
  • Excellent interpersonal skills and team spirit 
  • Ability to adapt to various situations
  • Ability to rigorously manage several requests at the same time
Languages:
French

Skills

Accountability Client-focused Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Resiliency 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
* Opportunities to get involved in community initiatives
* 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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? 
 
Come live your ambitions with us!

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

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