Advisor Banking Services

at  National Bank of Canada

As an Advisor, Banking Services in the ABS team at National Bank, you’ll have a versatile role that will allow you to be a one-stop shop for all our clients’ personal needs. With your experience in customer service, and your knowledge of banking and credit products, you’ll have a positive impact on the lives of our clients and on the lasting relationship with our internal and external partners.

• Keep an ongoing communication with clients, Investment advisors and external partners.
• Achieve sales targets by providing sound banking advice.
• Carry out daily follow-up activities.
• Ensure adherence to compliance and risk management rules.
• Advise and offer appropriate solutions to our partners’ clients, to answer their banking, financing and onboarding needs.
• Ensure client satisfaction and engagement.
• Identify different opportunities and refer clients to your specialist colleagues.