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Branch Advisors Full-time Job

3 months ago Financial Services Saint-Jérôme   491 views
Job Details
Being a branch advisor means acting as a privileged guide for our clients by offering them savings and credit solutions adapted to their needs.
It also means collaborating in the achievement of team objectives, by directing the client to the right specialist, according to his needs.
Come and use your customer service skills and your ability to identify business opportunities.
Note that a development path as well as support are planned for all selected candidates in order to optimize their knowledge of solutions and their mastery of the consulting approach.
What about everyday life?
  • 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
Do you recognize yourself in this challenge and have the qualifications? Apply now

  • 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. 

The National Bank sees great wealth in diversity and values it in all these dimensions. It has set itself the goal of providing an open work environment that respects differences where each employee can develop their full potential. The concrete commitment of management fosters the growth of this value in all areas of the organization. The Bank has also been listed on the “Best Employers” for diversity in Canada for several years.

Special conditions :

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
Why National Bank To make a career at National Bank means to grow within a solid company that has the means to ensure its growth and that of its 19,200 employees.
We promote a collaborative working environment where it is possible to develop professionally. This is undoubtedly what allows