Support National Bank clients through empathetic advice, digital banking guidance, and personalized service in a branch environment. Build trust while addressing everyday financial needs.
As a Banking Advisor, you will welcome branch clients, understand their needs, and recommend Personal Banking transaction solutions. You will work with investment, credit, and mortgage financing specialists while reporting to the Branch Manager. The role emphasizes client satisfaction, compliance, and lasting relationships.
Key Responsibilities:
- Greet clients and answer their banking questions
- Help clients use banking applications and ABMs
- Listen actively and resolve complex situations
- Provide Personal Banking advice and transaction solutions
- Refer clients to specialist colleagues for specific needs
Requirements:
- Hold a college diploma or equivalent
- Bring customer service experience and an inclusive attitude
- Demonstrate positivity, empathy, and openness to diversity
- Show interest in technology and digital literacy
- Communicate orally and collaborate effectively with colleagues
Use empathy, digital literacy, and client-focused communication to deliver trusted banking guidance at National Bank branches.
National Bank Client Banking Advisor in Kelowna employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
