Advisor, Banking Services

As an Advisor, Banking Services  in the ABS team at National Bank, you’ll have a versatile role that will allow you to be a one-stop shop for all our clients’ personal banking needs. With your experience in customer service, and your knowledge of banking and credit products, you’ll have a positive impact on the lives of our clients and on the lasting relationship with our internal and external partners.

Your role: 

• Oversee the list of your Onboarding and Banking files by communicating with clients, Investment advisors and external partners by phone and email.
• Achieve volume and other product related objectives.
• Carry out daily follow-up activities and keep notes in the Salesforce (CRM).
• Ensure adherence to compliance and risk management rules.
• Listen to clients’ needs and resolve situations that may be complex.
• Ensure client satisfaction and engagement.
• Identify different opportunities and refer c...