Banking advisor

Job Overview

A career as a Banking Advisor at National Bank offers a varied role that allows you to live your ambitions while having a positive impact on your own life, your clients, and colleagues. You’ll adopt a friendly approach and use your analytical skills to provide a people‑centric experience for branch clients.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made‑to‑measure insurance and estate planning needs.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for specific needs.
• Ensure adherence to compliance and risk management rules.

Team & Work Environment

The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availab...