Branch Advisors Full-time Job
7 months ago - Financial Services - Saint-Jérôme - 269 viewsJob Details
- Manage the relationship with our customers (acquisition, retention)
- Propose suitable investment and personal financing solutions / identify business opportunities
- If necessary, refer the client to the appropriate expert
- Maximize retention by building a long-term relationship of trust
- Ensure compliance with compliance and risk management rules
- Have a college diploma (DEC) or the equivalent + 3 years of experience or hold a Bachelor's degree + 6 months of experience
- Have experience in customer service
- Have experience in business development with existing clients
- Hold the title of Group Savings Representative (REC) or obtain it within 3 months of hiring
- Be bilingual (spoken / written) in French and English, an asset
Working at the National Bank means having access to competitive working conditions, a wide range of social benefits, a dynamic environment and access to telemedicine.
Successful applicants will be required to complete online tests during the process. - The work schedule requires 1 to 2 evenings per week until 8 p.m. and Saturdays until 3 or 4 p.m., on rotation. Working hours may vary depending on operational needs. The Bank is daring and innovating by modernizing its performance assessment system to better meet the new needs of our clients. From now on, the expected behaviors of complicity, agility and the power to act count as much as the achievement of business objectives. The incumbent must be able to identify the risks inherent in the activities of the Personal and Business sector. Please note that this posting will help meet current and future needs. We thank all applicants for their interest, however,
Company Description
We promote a collaborative working environment where it is possible to develop professionally. This is undoubtedly what allows
