A career as a Banking Advisor in the Courtaney Banking team at Canadian Western Bank, a part of National Bank, is to act as the first point of contact for clients, providing exceptional service and financial solutions. This job allows you to have a positive impact on the organization through your customer service skills, financial knowledge, and ability to build strong relationships.
Your job
• Deliver outstanding customer experiences and ensure every client interaction is positive and meaningful.
• Open accounts and offer banking products tailored to client needs.
• Identify opportunities for referrals to Account Managers to support clients’ financial success.
• Process transactions accurately while maintaining compliance and attention to detail.
• Educate clients on banking products to promote understanding and engagement.
• Contribute to the success of the branch through collaboration and continuous learning.
Your team
Within the Retail Banking sector, you are part of a team of customer service professionals, reporting to the Branch Manager. Our team stands out for its people-first approach, collaboration, and commitment to client success. We offer flexibility and work-life balance, including hybrid work opportunities and adaptable schedules.
Our training programs use on-the-job learning to help you master your role. You’ll have access to personalized training, mentorship, and a supportive team to help you grow in your career.
Basic requirements
• Some post-secondary education and 1+ year of customer service experience.
• Strong communication skills with a people-first approach.
• Interest in financial products and a desire to grow within the banking industry.
• Attention to detail and ability to work efficiently in a fast-paced environment.
• Comfort using MS Office and other banking systems
Brand Ambassadorship Business Development Driving Results Teamwork Client-focused Detail-oriented Digital literacy Empathy Learning Agility Oral Communication Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * 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 * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're 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 inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us!
Banking Advisor • Courtenay, British Columbia
Background Screening Requirement.Enhanced Criminal Record Check.At most Financial Institutions this position is normally called a.Coast Capital Savings, we call this role a Relationship Manager.Fro... Voir plus
Elevate your career as a Relationship Manager at Coast Capital Savings in Courtenay, focusing on personalized financial advisory.Utilize your extensive experience to fulfill members' banking and in... Voir plus
Learn More About the Gig – Rogers.Join Rogers as an Outbound Business Sales Consultant and help existing Small-Medium Business customers upgrade and optimize their internet, wireless and ca... Voir plus
Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Call Center Representative Agent experience needed.Call ... Voir plus
Embrace your sales expertise as a Client Advisor for RBC in Campbell River, Canada.Engage with clients, leverage technology, and deliver memorable banking experiences.In this regular position, you'... Voir plus
A leading beauty supply company located in Comox Valley is seeking a passionate Sales Associate to enhance customer experiences.The ideal candidate will engage customers in various beauty products,... Voir plus
Learn More About the Gig – Rogers.Join Rogers as an Outbound Business Sales Consultant and help existing Small-Medium Business customers upgrade and optimize their internet, wireless and ca... Voir plus
Title: Client Solutions Advisor - Courtenay, British Columbia.Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.We are actively recruiting experi... Voir plus
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Voir plus
Learn More About the Gig – Rogers.Join Rogers as an Outbound Business Sales Consultant and help existing Small-Medium Business customers upgrade and optimize their internet, wireless and ca... Voir plus
SBMFC - LA PASSION AU SERVICE DE NOTRE MISSION!<br/><br/>Les Services de bien-être et moral des Forces canadiennes (SBMFC), c’est plus qu’un milieu de travail! Nous sommes une fière com... Voir plus
Advance your expertise as an Account Manager specializing in Commercial Banking.Focus on growing business client portfolios and developing bespoke financial strategies.You will take charge of ident... Voir plus
This unique position calls on your client‑focused sales expertise and natural problem‑solving skills to maximize each client interaction.As an RBC ambassador, you add value in the moments that matt... Voir plus
Advisory services, Commercial banking .A career as Account Manager in the Commercial & Private Banking 1859 team means having the responsibility of growing the portfolio of business clients ass... Voir plus
Join BMO – imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Fina... Voir plus
We are a well-established provider of supplemental benefits, dedicated to delivering value, transparency, and exceptional service to working families.Our team is growing, and we are currently seeki... Voir plus
Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Customer Service Representative Agent experience needed.... Voir plus
Transform customer interactions as a Customer Solutions Advisor.Embrace the challenge of promoting banking solutions to mortgage customers, enhancing their financial journeys with expert guidance.T... Voir plus
