A career at National Bank means having a direct impact on clients. As a Residential Financial Specialist, you’ll support clients in the branch by offering quality advisory services about mortgage credit. You’ll work in synergy with your colleagues to identify and meet the residential financing needs of clients that are referred to you or that you contact. You’ll also refer clients to your expert colleagues for their specialized needs.Your roleHelp clients develop residential financing strategies for their internal renewal and refinancing transactions and ensure that their banking, financing and coverage needs are metIdentify clients' financial needs and refer them to your expert colleagues for their specialized needsRigorously apply the established processes and procedures and ensure compliance and risk management rules in effect are followedContinuously develop and update your knowledge of National Bank financing solutionsYour teamYou’ll report to a Residential Financial Manager and work on a specialized team. You’ll work with the entire branch team in Montreal East and various financial experts to meet all our clients’ financial needs.PrerequisitesBachelor’s degree in a related field and 1 year of relevant experience or college diploma and 4 years of relevant experienceTwo years of experience in business development, preferably in financial servicesKnowledge of credit solutions and mortgage financing productsInterest in working on a teamYour benefitsIn 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.
Residential Financial Specialist • Rivière-des-Prairies Northeast, QC, Canada