Residential Financial Specialist

A career at National Bank means having a direct impact on clients. As a Residential Financing 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 territory will be in Saint-Jean-sur-Richelieu, operating in the Iberville branch of the National Bank.

Your role

Buying a home is one of life’s major milestones, and our clients are increasingly well informed about residential financing. As a Residential Financial Specialist, you'll provide an unparalleled client experience.

You'll identify and develop credit opportunities for National Bank clients. Experience the synergy of working with many different experts, including financial planners, in our branch network.

More specifically, you will :

• Support our clients by developing the best residential financing strategy for their needs
• Refer files to various experts when necessary
• Apply established processes and procedures thoroughly
• Comply with current standards and regulations
• Keep your knowledge of financing solutions up to date

Your team

You’ll report to a Residential Financing Manager and work on a specialized team. You’ll work with the entire branch team and various financial experts to meet all our clients’ financial needs.

Prerequisites

• Bachelor’s degree in a related field and 1 year of relevant experience or a College diploma with 4 years of relevant experience
• Two years of experience in business development, preferably in the financial services sector (an asset)
• Knowledge of credit solutions and mortgage financing products
• Proven experience of collaborating with different stakeholders