Personal Banking Advisor National Bank (Levis)

Personal Banking Advisor National Bank (Levis)

11 Nov
|
National Bank of Canada
|
Levis

11 Nov

National Bank of Canada

Levis

Use analytical skills to create a people-centric branch experience as a Banking Advisor at National Bank serving personal clients. Support diverse financial needs.

As a Banking Advisor, you will listen carefully, resolve complex situations, and recommend appropriate solutions. You will advise Personal and Small Business clients on transactions, investments, personal financing, made-to-measure insurance, and estate planning. The role also includes referrals, compliance, and risk management.

Key Responsibilities:

- Listen to client needs and resolve complex situations
- Offer solutions for transactions, investments, and financing
- Address insurance and estate planning requirements
- Ensure client satisfaction and engagement
- Refer clients to specialist colleagues when appropriate

Requirements:

- College diploma or equivalent
- Advisory service experience
- Inclusive attitude and openness to diversity
- French and English language proficiency
- Willingness to follow compliance and risk management rules

Bring analytical advice, inclusive service, and financial solutions to Personal and Small Business clients at National Bank.

📌 Personal Banking Advisor National Bank (Levis)
🏢 National Bank of Canada
📍 Levis

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