Personal Banking Advisor
Montreal, QC · On-site
... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ... Preferential banking services * Involvement in community initiatives * Telemedicine service
Personal Banking Advisor
Montreal, QC · On-site
... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ... Preferential banking services * Involvement in community initiatives * Telemedicine service
Personal Banking Advisor
Montreal, QC · Hybrid
... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ... Preferential banking services * Involvement in community initiatives * Telemedicine service
Personal Banking Advisor
Montreal, QC · Hybrid
... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ... Preferential banking services * Involvement in community initiatives * Telemedicine service
Personal Banking Advisor
Laval, QC · Hybrid
... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ... Preferential banking services * Involvement in community initiatives * Telemedicine service
Personal Banking Advisor
Laval, QC · Hybrid
... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ... Preferential banking services * Involvement in community initiatives * Telemedicine service
... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ... Preferential banking services * Involvement in community initiatives * Telemedicine service
... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ... Preferential banking services * Involvement in community initiatives * Telemedicine service
Personal Banking Advisor
Montreal, QC · Hybrid
... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ... Preferential banking services * Involvement in community initiatives * Telemedicine service
Personal Banking Advisor
Montreal, QC · Hybrid
... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ... Preferential banking services * Involvement in community initiatives * Telemedicine service
... markets * Assist the Quebec Group with the generation and evaluation of investment banking ... opportunities (including M&A, ECM and DCM) and related GBM products * Assist clients in evaluation ...
... markets * Assist the Quebec Group with the generation and evaluation of investment banking ... opportunities (including M&A, ECM and DCM) and related GBM products * Assist clients in evaluation ...
... Bank products and services Meet clients' changing needs by adapting and optimizing financial ... Assist the Associate Vice-President in reaching objectives Work with the Manager - Financing ...
... Bank products and services Meet clients' changing needs by adapting and optimizing financial ... Assist the Associate Vice-President in reaching objectives Work with the Manager - Financing ...
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
... Bank products and services Meet clients' changing needs by adapting and optimizing financial ... Assist the Associate Vice-President in reaching objectives Work with the Manager - Financing ...
... Bank products and services Meet clients' changing needs by adapting and optimizing financial ... Assist the Associate Vice-President in reaching objectives Work with the Manager - Financing ...
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
... Bank products and services * Meet clients' changing needs by adapting and optimizing financial ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
Develop business development plans * Assist the Regional Vice-President in achieving objectives ... Work in synergy with all other Bank departments Your team: You will join a team of specialists in ...
Develop business development plans * Assist the Regional Vice-President in achieving objectives ... Work in synergy with all other Bank departments Your team: You will join a team of specialists in ...
Develop business development plans * Assist the Regional Vice-President in achieving objectives ... Work in synergy with all other Bank departments Your team: You will join a team of specialists in ...
Develop business development plans * Assist the Regional Vice-President in achieving objectives ... Work in synergy with all other Bank departments Your team: You will join a team of specialists in ...
Senior Counsel, Canadian Banking
Montreal, QC · On-site
CA$210K/yr
Canadian Banking: Canadian Banking is comprised of TD's Canadian personal banking and business ... Identify issues and provide practical insight into risks to assist colleagues in making decisions
Senior Counsel, Canadian Banking
Montreal, QC · On-site
CA$210K/yr
Canadian Banking: Canadian Banking is comprised of TD's Canadian personal banking and business ... Identify issues and provide practical insight into risks to assist colleagues in making decisions
... Bank products and services Meet clients' changing needs by adapting and optimizing financial ... Assist the Associate Vice-President in reaching objectives Work with the Manager - Financing ...
... Bank products and services Meet clients' changing needs by adapting and optimizing financial ... Assist the Associate Vice-President in reaching objectives Work with the Manager - Financing ...
Develop business development plans * Assist the Regional Vice-President in achieving objectives ... Work in synergy with all other Bank departments Your team: You will join a team of specialists in ...
Develop business development plans * Assist the Regional Vice-President in achieving objectives ... Work in synergy with all other Bank departments Your team: You will join a team of specialists in ...
Banking Assistant information
What is a banking assistant?
Banking Assistants are entry-level professionals who support the daily operations of banks and financial institutions. Their responsibilities typically include assisting customers with account inquiries, processing transactions, and handling administrative tasks such as data entry and filing documents. They play a key role in maintaining efficient branch operations and providing excellent customer service. Banking Assistants may also help with opening new accounts, updating customer information, and guiding clients to appropriate banking services.
What are the key skills and qualifications needed to thrive as a banking assistant, and why are they important?
To thrive as a Banking Assistant, you need strong numerical ability, attention to detail, and a foundational understanding of banking procedures, often supported by a high school diploma or equivalent. Familiarity with banking software, spreadsheets, and customer relationship management (CRM) systems is typically required. Excellent communication, problem-solving skills, and a customer-focused attitude help you stand out in this role. These skills ensure efficient transaction processing, regulatory compliance, and a positive customer experience, which are critical in the banking sector.
What are some common challenges banking assistants face when managing high customer volumes, and how can they effectively handle them?
Banking Assistants often encounter periods of high customer traffic, which can be challenging when trying to maintain accuracy and provide excellent service. Effective time management, familiarity with banking systems, and clear communication are essential to handle these situations smoothly. Many successful Banking Assistants prioritize tasks, utilize digital tools to streamline routine processes, and remain calm under pressure. Seeking support from colleagues and staying updated on bank policies can also help manage demanding workloads while ensuring customers receive prompt assistance.
What is the difference between Banking Assistant vs Bank Teller?
| Aspect | Banking Assistant | Bank Teller |
|---|---|---|
| Credentials | High school diploma or equivalent; some roles may require banking certifications | High school diploma or equivalent; often no formal certifications needed |
| Work Environment | Office setting, assisting with administrative tasks, customer support, and account management | Branch environment, handling cash transactions and customer inquiries |
| Employer & Industry Usage | Banking institutions, financial services | Retail banking branches, financial institutions |
| Common Search & Comparison | Often compared for administrative and customer service roles in banking | Frequently compared as front-line customer service role in banks |
The main difference between a Banking Assistant and a Bank Teller lies in their responsibilities and work environment. Banking Assistants typically handle administrative tasks and customer support in an office setting, while Bank Tellers work directly with customers at branch counters, focusing on cash transactions. Both roles are essential in banking, but they serve different functions within the financial industry.
What are the most commonly searched types of Banking jobs in Quebec? The most popular types of Banking jobs in Quebec are:
Full-time
Medical, Retirement
Posted 13 days ago
Job description
As a Personal Banking Advisor at National Bank’s call centre, you’ll live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. By adopting a friendly approach and providing high-quality advice, you’ll offer clients a people-centric experience as you assist them with their mortgage renewal process.
Your role:
• Contact and take calls from clients with a mortgage contract that is nearing expiry.
• Examine existing mortgage loan files and assess clients’ renewal needs.
• Provide personalized advice on mortgage renewal options, including interest rates, terms and conditions.
• Negotiate and demonstrate the competitive advantages of the loans, insurance coverage and financial services that meet clients’ needs.
• Ensure adherence to compliance and risk management rules.
Our Client Contact Centre is open Monday to Thursday from 9:00 a.m. to 8:00 p.m. and Friday from 9:00 a.m. to 6:00 p.m. Your work schedule will vary and will be available three weeks in advance. Your work schedule will include 2 weeknights until 8:00 p.m., with the possibility of working on Saturdays from 9:00 a.m. to 5:00 p.m. on a rotating basis.
Your team:
You’ll report to the Mortgage Retention Manager and routinely work with a team of a hundred experts specializing in credit, mortgage financing and other areas.
We offer a stimulating and inclusive work environment. You’ll be surrounded by experts and managers who will help you and guide you in your role. In addition, you’ll work with colleagues in an environment that fosters to learning and growth.
Your training and development:
You'll begin with on-the-job training. You must be available for full-time training 5 days a week. You’ll be able to experience the call centre environment and get to know your colleagues. The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies. Many options will be available; you could advance in the same role, get promoted, develop within the sector, and more. We offer many career opportunities and encourage internal mobility. We also offer a program to reimburse tuition fees.
Prerequisites
• Hold a college diploma (DEC) or equivalent.
• Customer service experience, inclusive attitude, and openness to diversity.
#sacF
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!