Investment Counsellor - Personal Finances
Employer: National Bank
Location: Montréal, Quebec
Salary: $57,899.00 annually
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 th