Elevate client satisfaction as a Banking Advisor with National Bank, focusing on personalized financial solutions. Leverage your analytical skills to handle transactions and investments effectively.
In this client-centric role, you will address needs and resolve challenges for both Personal and Small Business clients. Your expertise will help in providing tailored advice on personal financing, insurance, and estate planning while ensuring adherence to compliance rules. You will also support the development of financial solutions and refer clients to specialists as necessary.
Key Responsibilities:
• Listen to client needs and offer viable solutions
• Advise on transactions, investments, and personal financing
• Ensure high levels of client satisfaction and engagement
• Refer clients to specialist colleagues when needed
• Maintain compliance with risk management standards
Requirements:
• College diploma (DEC) or equivalent required
• Previous advisory servic...