Job opportunity
Small Business Banking Advisor
National Bank of Canada
Advise Personal and Small Business clients at National Bank, matching transaction, investment, and financing needs with appropriate solutions.
As a Banking Advisor, you will deliver a people-centric branch experience using analytical skills and a friendly approach. Your work includes client engagement, personal banking, small business management, and solution implementation. Obtaining a mutual fund representative licence can expand your responsibilities.
Key Responsibilities:
Offer tailored advice to Personal and Small Business clients
Address transaction and investment requirements
Support personal financing and insurance needs
Ensure client satisfaction and engagement
Collaborate with investment and mortgage specialists
Requirements:
College diploma or equivalent
Experience providing advisory services
Inclusive attitude toward clients and colleagues
Openness to diversity
English language proficiency
Apply advisory service, client education, and financial solution skills while supporting diverse National Bank clients.
#J-18808-Ljbffr
Apply on source site As a Banking Advisor, you will deliver a people-centric branch experience using analytical skills and a friendly approach. Your work includes client engagement, personal banking, small business management, and solution implementation. Obtaining a mutual fund representative licence can expand your responsibilities.
Key Responsibilities:
Offer tailored advice to Personal and Small Business clients
Address transaction and investment requirements
Support personal financing and insurance needs
Ensure client satisfaction and engagement
Collaborate with investment and mortgage specialists
Requirements:
College diploma or equivalent
Experience providing advisory services
Inclusive attitude toward clients and colleagues
Openness to diversity
English language proficiency
Apply advisory service, client education, and financial solution skills while supporting diverse National Bank clients.
#J-18808-Ljbffr