Accounting & Finance | Banking Advisor - FT

A career as a Banking Advisor in the Victoria Retail Banking team at Canadian Western Bank, a part of National Bank is to act as the first point of contact for clients, providing exceptional service and financial solutions. This job allows you to have a positive impact on the organization through your customer service skills, financial knowledge, and ability to build strong relationships.

 

• Deliver outstanding customer experiences and ensure every client interaction is positive and meaningful.
• Open accounts and offer banking products tailored to client needs.
• Identify opportunities for referrals to Account Managers to support clients’ financial success.
• Process transactions accurately while maintaining compliance and attention to detail.
• Educate clients on banking products to promote understanding and engagement.
• Contribute to the success of the branch through collaboration and continuous learning.

 

 

Within the Retail Banking sector, you are part of a team of customer service professionals, reporting to the Branch Manager. Our team stands out for its people-first approach, collaboration, and commitment to client success. We offer flexibility and work-life balance, including hybrid work opportunities and adaptable schedules.

 

 

Our training programs use on-the-job learning to help you master your role. You’ll have access to personalized training, mentorship, and a supportive team to help you grow in your career.

 

• Some post-secondary education and 1+ year of customer service experience.
• Strong communication skills with a people-first approach.
• Interest in financial products and a desire to grow within the banking industry.
• Attention to detail and ability to work efficiently in a fast-paced environment.
• Comfort using MS Office and other banking systems