Personal Banking Advisor
at National Bank of Canada
Montréal, QC, Canada -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 09 Feb, 2025 | USD 56764 Annual | 10 Nov, 2024 | N/A | Good communication skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
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