Personal Banking Advisor

Attendance

On-Site

Job number

27330

Category

Professional

Status : Permanent

City

Montréal

State

Quebec

Type of Contract

Permanent

Country

Canada

Schedule : Full-Time

Full Time / Part Time?

Full-Time

Posting date

30-Jun-2025

$ 57899

Salary :  starting at $ 57899 per year

Location : Montreal, Quebec

City

Montreal

Province / State

Quebec

Area(s) of interest : Advisory services, Call centres

As a Personal Banking Advisor at National Bank’s call centre, you’ll live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. By adopting a friendly approach and providing high-quality advice, you’ll offer clients a people-centric experience as you assist them with their mortgage renewal process.

Your role :

• Contact and take calls from clients with a mortgage contract that is nearing expiry.
• Examine existing mortgage loan files and assess clients’ renewal needs.
• Provide personalized advice on mortgage renewal options, including interest rates, terms and conditions.
• Negotiate and demonstrate the competitive advantages of the loans, insurance coverage and financial services that meet clients’ needs.
• Ensure adherence to compliance and risk management rules.

Our Client Contact Centre is open Monday to Thursday from 9 : 00 a.m. to 8 : 00 p.m. and Friday from 9 : 00 a.m. to 6 : 00 p.m. Your work schedule will vary and will be available three weeks in advance. Your work schedule will include 2 weeknights until 8 : 00 p.m., with the possibility of working on Saturdays from 9 : 00 a.m. to 5 : 00 p.m. on a rotating basis.

Your team :

You’ll report to the Mortgage Retention Manager and routinely work with a team of a hundred experts specializing in credit, mortgage financing and other areas.

We offer a stimulating and inclusive work environment. You’ll be surrounded by experts and managers who will help you and guide you in your role. In addition, you’ll work with colleagues in an environment that fosters to learning and growth.

Your training and development :

You'll begin with on-the-job training. You must be available for full-time training 5 days a week. You’ll be able to experience the call centre environment and get to know your colleagues. The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies.  Many options will be available; you could advance in the same role, get promoted, develop within the sector, and more.  We offer many career opportunities and encourage internal mobility.  We also offer a program to reimburse tuition fees.

Prerequisites

Languages : English, French

Reason to require this language : you will need to serve clients who speak a language other than French regularly.

Skills

Communication

Diversity & Inclusion

Driving Results

Emotional Intelligence

Stress Management

Teamwork

Accountability

Client-focused

Empathy

Initiative

Learning Agility

Resiliency

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.

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!