The Advisor Banking Centre, located at 500 Place D'Armes in Montreal, is currently looking for an Advisor Banking Solutions who will act as an Expert-Coach.

The mission of this sector is to develop and establish lasting business relationships with our partners, their advisors, and clients by offering high-quality advisory services and solutions that meet the needs of clients across Canada.

This position reports to the Section Manager.

Your main challenges

• Offer high-quality advisory services to our partners' representatives and clients, in accordance with signed agreements.
• Participate in implementing business development strategies and ensuring that lasting and profitable relationships are maintained with Partner advisors and their clients by providing them with efficient sales and after-sales service.
• Act as Expert Advisor for financing products and ensure compliance of file processing and security confirmation procedures, based on each province's legislation.
• Manage complaints using the procedures in place.
• Process complex financing files, act as expert advisor in analyzing, validating applications and loans.
• Assist clients and offer them financing solutions that are adapted to their needs and profitable for the Bank.
• Identify sales opportunities and jointly create strategies with advisors.
• Act as Expert Coach in analyzing and validating financing solutions, as well as confirming security for large and complex files.
• The Expert Coach is required to have a solid knowledgeable about the products and services offered to various partners.

Specifically, you will:

• Monitor non-compliant files and develop strategies to rectify situations.
• Work closely with the Mobile Sales Force (RSM, FSS, MDM).
• Ensure follow-ups throughout the sale cycle.
• Use the Salesforce tool systematically in your day-to-day business development activities in coordination and distribution of new files.
• Closely monitor credit applications submitted for analysis.
• Ensure that activities required to complete transactions are carried out.
• Confirm credit application approvals or explain the reasons for the credit refusal to partners' representatives or clients.
• Provide technical coaching to banking advisors for complex financing files.
• The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities.

Competencies Required

• Completed Bachelor's degree in Business Administration, Finance, Economics or other related field, and 4 years of relevant experience or completed master’s degree in Business Administration, Finance, Economics or other related field, and 2 years of relevant experience
• Experience in the retail credit industry
• Experience in customer service
• Experience in analyzing large credit files ($500,000 or more)
• Experience of financial markets and the insurance market, an asset
• Coaching experience, an asset
• Ability to analyze financial statements, an asset
• Negotiation and problem-solving skills
• Knowledge of Microsoft Office, SAP, and other programs at the Bank
• Bilingualism, spoken and written (English/French), essential

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.