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Personal Banking Assistant Jobs in Quebec (NOW HIRING)

National Bank

Personal Banking Advisor

Longueuil, QC · Hybrid

  • Medical

  • Retirement

As a Personal Banking Advisor at National Bank's call centre, you'll live your ambitions and have a ... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ...

National Bank

Personal Banking Advisor

Laval, QC · Hybrid

  • Medical

  • Retirement

As a Personal Banking Advisor at National Bank's call centre, you'll live your ambitions and have a ... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ...

National Bank

Personal Banking Advisor

Montreal, QC · Hybrid

  • Medical

  • Retirement

As a Personal Banking Advisor at National Bank's call centre, you'll live your ambitions and have a ... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ...

National Bank

Personal Banking Advisor

Montreal, QC · Hybrid

  • Medical

  • Retirement

As a Personal Banking Advisor at National Bank's call centre, you'll live your ambitions and have a ... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ...

National Bank

Personal Banking Advisor

Montreal, QC · On-site

  • Medical

  • Retirement

As a Personal Banking Advisor at National Bank's call centre, you'll live your ambitions and have a ... you assist them with their mortgage renewal process. Your role: • Contact and take calls from ...

Td

Senior Personal Banker-Home Borrowing

Brossard, QC · On-site

CA$59K - CA$84K/yr

Personal & Commercial Banking Pay Details: 59,500.00$/$59,500.00 - 84,000.00$/$84,000.00 CAD TD is ... Are you passionate about connecting personally with customers to assist them in achieving their ...

Td

Senior Personal Banker-Home Borrowing

Candiac, QC · On-site

CA$59K - CA$84K/yr

Personal & Commercial Banking Pay Details: 59,500.00$/$59,500.00 - 84,000.00$/$84,000.00 CAD TD is ... Are you passionate about connecting personally with customers to assist them in achieving their ...

Td

Senior Personal Banker-Home Borrowing

Montreal, QC · On-site

CA$59K - CA$84K/yr

Personal & Commercial Banking Pay Details: 59,500.00$/$59,500.00 - 84,000.00$/$84,000.00 CAD TD is ... Are you passionate about connecting personally with customers to assist them in achieving their ...

Td

Senior Personal Banker-Home Borrowing

Longueuil, QC · On-site

CA$59K - CA$84K/yr

Personal & Commercial Banking Pay Details: 59,500.00$/$59,500.00 - 84,000.00$/$84,000.00 CAD TD is ... Are you passionate about connecting personally with customers to assist them in achieving their ...

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Personal Banking Assistant information

What does a personal banking assistant do?

A personal banking assistant helps customers with banking transactions, account management, and financial inquiries. They provide support in opening accounts, processing payments, and offering basic financial advice, often using banking software and maintaining customer service standards.

What are the key skills and qualifications needed to thrive as a personal banking assistant?

To thrive as a Personal Banking Assistant, you need a solid understanding of banking products, financial regulations, and customer account management, typically supported by a diploma or degree in finance or a related field. Familiarity with banking software systems, customer relationship management (CRM) tools, and cash handling procedures is essential. Excellent communication, active listening, and problem-solving skills help build trust and deliver exceptional customer service. These skills are crucial for ensuring customer satisfaction, accuracy in transactions, and compliance within a highly regulated environment.

What are some typical challenges a personal banking assistant may encounter when working with clients?

Personal Banking Assistants often face challenges such as managing a diverse client base with varying financial needs, staying updated on banking products, and handling sensitive situations like declined applications or fraud alerts. Balancing multiple inquiries while maintaining accuracy and confidentiality is essential. Strong interpersonal skills and adaptability help in building trust and delivering excellent customer service, even during high-pressure periods or when addressing complex financial questions.

What qualifications do I need to be a personal banking assistant?

To become a personal banking assistant, candidates typically need a high school diploma or equivalent, strong customer service skills, and basic knowledge of banking products and services. Some employers may prefer prior experience in retail or financial services and may require familiarity with banking software or tools.

What is the difference between Personal Banking Assistant vs Customer Service Representative?

AspectPersonal Banking AssistantCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma; customer service training often preferred
Work EnvironmentBank branches, assisting clients with banking needsCall centers, bank branches, or retail locations
Employer & Industry UsageFinancial institutions, retail bankingFinancial institutions, retail banking, customer support centers
Common Search & Comparison IntentYesYes

While both roles involve customer interaction within banking environments, a Personal Banking Assistant primarily focuses on providing personalized banking services and financial advice, whereas a Customer Service Representative handles general inquiries and transactional support. Understanding these differences helps job seekers identify the right role based on their skills and career goals.

What are popular job titles related to Personal Banking Assistant jobs in Quebec?

For Personal Banking Assistant jobs in Quebec, the most frequently searched job titles are:

What job categories do people searching Personal Banking Assistant jobs in Quebec look for?

The top searched job categories for Personal Banking Assistant jobs in Quebec are:

What cities in Quebec are hiring for Personal Banking Assistant jobs?

Cities in Quebec with the most Personal Banking Assistant job openings:

Personal Banking Assistant jobs near you

Personal Banking Advisor

National Bank

Longueuil, QC • Hybrid

Full-time

Medical, Retirement

Posted 9 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.

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!

Apply