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
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