Personal Banking Advisor (On-Site) (Montreal)

Personal Banking Advisor (On-Site) (Montreal)

11 Aug
|
National Bank
|
Montreal

11 Aug

National Bank

Montreal

Attendance On-Site Job number 34547 Category Professional Status: Permanent State Quebec Type of Contract Permanent Country Canada Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 27-Jul-2026 $ 57899 Salary: starting at $ 57899 per year Area(s) of interest: Advisory services, Call centres Location(s): Montreal As a Personal Banking Advisor at National Banks call centre, youll 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, youll offer clients a people-centric experience as you assist them with their mortgage renewal process.

Your role: 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.

Your team: Youll report to the Mortgage Retention Manager and routinely work with a team of a hundred experts specializing in credit, mortgage financing and other areas.

We offer a stimulating and inclusive work workplace.





Youll be surrounded by experts and managers who will help you and guide you in your role.

In addition, youll work with colleagues in an environment that fosters to learning and growth.

Your training and development: You''ll begin with on-the-job training.

You must be available for full-time training 5 days a week.

Youll be able to experience the call centre environment and get to know your colleagues.

The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies.

Many options will be available; you could advance in the same role, get promoted, develop within the sector, and more.

We offer many career opportunities and encourage internal mobility.

We also offer a program to reimburse tuition fees.

Prerequisites Hold a college diploma (DEC) or equivalent.

Customer service experience, inclusive attitude, and openness to diversity. #sacF Languages: English, French Reason to require this language: you will need to serve clients who speak a language other than French regularly.





Skills Press space or enter keys to toggle section visibility Client Education Communication Contract Negotiation Driving Results Emotional Intelligence Information Analysis Stress Management Teamwork Accountability Client-focused Empathy Learning Agility Standards Compliance Active listening Mortgages Your benefits In addition to competitive compensation, upon hiring youll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as: * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience.

We value employees ideas.

Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment Were a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.

Our mission is to have a positive impact on peoples lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments.

We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources.

If you require accommodations, feel free to let us know during our initial conversations.

We welcome all candidates! What can you bring to our team? Join us! Une carrire en tant que Conseiller

As a Senior Legal Advisor in the Legal

📌 Personal Banking Advisor (On-Site) (Montreal)
🏢 National Bank
📍 Montreal

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