Senior Financial Services RepresentativeThis position reports to the Branch Manager. Main challenges :
Create an atmosphere of trust in order to establish a personalized relationship with our customers and offer excellent service
Promote the products offered by the Bank, guide customers through the wide variety of our financial products and services and propose new products that meet their needs
Carry out different types of research and analyses in order to provide accurate answers to customers' many questions, with a view to offering consistently outstanding customer service
Refer customers to the appropriate experts for more information depending on the needs expressed
The candidate needs to be able to identify all risks to the Personal and Commercial Banking sector's activities.
Specifically, you will:
Offer your support to the financial advisors in the administrative processing of loans and investments files
Independently negotiate, within previously defined limits, agreements with customers and other sectors in order to solve problems related to customer satisfaction
Optimize communications and relationships with various other departments and parties involved
Ensure that certain files are followed up and carry out various operational activities of a complex and varied nature
Act as a resource person while supporting business development by carrying out fairly basic administrative tasks and analyses
High school diploma and three years of relevant experience or College diploma and one year of relevant experience
Experience in the administrative processing of loans and investments, an asset
Knowledge of banking and financial products and services
Bilingualism (spoken and written) - English and French
At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day.
The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviours) of partnership, agility and empowerment count as much as the business objectives.
Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment and telemedicine services.
National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management's concrete commitment helps spread this value across all sectors in the organization. The Bank has been ranked among the top employers for diversity in Canada for several years.