Senior Banking Advisor for Personal Finance
N
National Bank
📍 bathurst, gloucester county, Canada
Job Description
Elevate your advisory skills as a Senior Banking Advisor focused on Personal and Small Business clients. Provide tailored solutions in investments, transactions, and mortgage renewals while ensuring client satisfaction.
In this senior role, you will address clients' complex financial situations and offer personalized advice for personal financing and estate planning. Your expertise will enhance branch colleagues' development as you maintain compliance and risk management standards within the bank. Client engagement and satisfaction will be your top priorities in every interaction.
Key Responsibilities:
• Listen to client needs and resolve complex financial situations
• Provide advice on investments, mortgages, and estate planning
• Support clients through mortgage renewals and negotiations
• Mentor branch colleagues and share knowledge effectively
• Ensure compliance with risk management protocols
Requirements:
...
In this senior role, you will address clients' complex financial situations and offer personalized advice for personal financing and estate planning. Your expertise will enhance branch colleagues' development as you maintain compliance and risk management standards within the bank. Client engagement and satisfaction will be your top priorities in every interaction.
Key Responsibilities:
• Listen to client needs and resolve complex financial situations
• Provide advice on investments, mortgages, and estate planning
• Support clients through mortgage renewals and negotiations
• Mentor branch colleagues and share knowledge effectively
• Ensure compliance with risk management protocols
Requirements:
...