Personal Banking Advisor

at  National Bank of Canada

Montréal, QC, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate09 Feb, 2025USD 56764 Annual10 Nov, 2024N/AGood communication skillsNoNo
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Description:

As a Personal Banking Advisor at National Bank’s call centre, you’ll live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. By adopting a friendly approach and providing high-quality advice, you’ll offer clients a people-centric experience as you assist them with their mortgage renewal process.

Responsibilities:

  • Contact and take calls from clients with a mortgage contract that is nearing expiry
  • Examine existing mortgage loan files and assess clients’ renewal needs
  • Provide personalized advice on mortgage renewal options, including interest rates, terms and conditions
  • Negotiate and demonstrate the competitive advantages of the loans, insurance coverage and financial services that meet clients’ needs
  • Ensure adherence to compliance and risk management rules
    Our Client Contact Centre is open Monday to Thursday from 9:00 a.m. to 8:00 p.m. and Friday from 9:00 a.m. to 6:00 p.m. Your work schedule will vary and will be available three weeks in advance. Your work schedule will include 2 weeknights until 8:00 p.m., with the possibility of working on Saturdays from 9:00 a.m. to 5:00 p.m. on a rotating basis.


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Graduate

Proficient

1

Montréal, QC, Canada