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Banking Advisor

Attendance
On-Site
Job number
25801
Category
Support
Status: Permanent
City
Surrey
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
01-Apr-2025
Location: Surrey, British Columbia
City
Surrey
Province/State
British Columbia
Area of Interest: Advisory services, Personal banking

A career as an Advisor in the Strawberry Hill Retail Banking team at Canadian Western Bank, a part of National Bank, is to act as the first point of contact for clients, providing exceptional service and financial solutions. This job allows you to have a positive impact on the organization through your customer service skills, financial knowledge, and ability to build strong relationships.


Your job

• Deliver outstanding customer experiences and ensure every client interaction is positive and meaningful.

• Open accounts and offer banking products tailored to client needs.

• Identify opportunities for referrals to Account Managers to support clients’ financial success.

• Process transactions accurately while maintaining compliance and attention to detail.

• Educate clients on banking products to promote understanding and engagement.

• Contribute to the success of the branch through collaboration and continuous learning.


Your team

Within the Retail Banking sector, you are part of a team of customer service professionals, reporting to the Branch Manager. Our team stands out for its people-first approach, collaboration, and commitment to client success. We offer flexibility and work-life balance, including hybrid work opportunities and adaptable schedules.

Our training programs use on-the-job learning to help you master your role. You’ll have access to personalized training, mentorship, and a supportive team to help you grow in your career.


Basic requirements

• Some post-secondary education and 1+ year of customer service experience.

• Strong communication skills with a people-first approach.

• Interest in financial products and a desire to grow within the banking industry.

• Attention to detail and ability to work efficiently in a fast-paced environment.

• Comfort using MS Office and other banking systems


Languages:

Skills

Brand Ambassadorship Business Development Client-focused Detail-oriented Digital literacy Driving Results Empathy Learning Agility Oral Communication 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

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

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