Job Description
Overview
A career as a Senior Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.
With your expertise in banking, you’ll offer a people‑centric experience to branch clients and be a resource person for your colleagues.
Your job is to listen to clients’ needs and resolve highly complex situations.
Responsibilities
- Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, mortgage renewal, made‑to‑measure insurance and complex estate planning needs.
- Support clients through the mortgage renewal or renegotiation process.
- Participate in the development of branch colleagues.
- Ensure client satisfaction and engagement, and serve as a point of reference.
- Ensure adherence to compliance and risk m...