Location
montreal, qc, Canada
Posted
July 13, 2026
Job Description
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...