Elevate client experiences as a Banking Advisor at National Bank. Use your analytical skills to provide tailored solutions for personal and small business clients in a people-first culture.
This position is focused on client engagement and advisory service. You will need solid interpersonal skills to listen and address client needs while ensuring compliance with banking regulations. As a Banking Advisor, you'll work closely with specialists in investments, mortgage lending, and insurance, offering diverse services to enhance client satisfaction and promote long-term relationships.
Key Responsibilities:
• Listen to clients and resolve complex issues
• Provide tailored advice for personal and small business needs
• Ensure client satisfaction and ongoing engagement




• Refer clients to specialists for specific financial services
• Adhere strictly to compliance and risk management protocols
Requirements:
• Must hold a college diploma (DEC) or equivalent
• Experience in advisory services and client engagement
• Open to learning about diverse financial products
• Solid oral communication skills
• Commitment to teamwork and client service
Make a meaningful impact on clients’ financial health while growing your career at National Bank.
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📌 Banking Advisor At National Bank Coquitlam (Canada)
🏢 National Bank of Canada
📍 Canada