Banking Advisor (On-Site) (Levis)

Overview

Job number33025 – Banking Advisor (Full‑time, Permanent) – Salary: $49,000–$60,700 per year. Location: Levis. A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made‑to‑measure insurance, and estate planning needs.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Advisory service experience, inclusive attitude, and openness to diversity. ...