Reporting to the section manager, your main challenges will be to:

• Take orders to buy and sell investment instruments
• Verify client identities and ensure the accuracy of information obtained
• Assist clients with financial instruments
• Inform clients about the accounts offered and available tools
• Ensure that compliance and risk management rules are followed before accepting and authorizing client transactions, in line with the policies, standards and procedures established by the Bank and the sector's regulatory bodies
• Refer clients who require more specific expertise to the people who can give them the information they need
• Establish and maintain effective communications with the various parties involved in the files
• Provide clients with information and explanations about the particulars and legislation surrounding each financial instrument and type of account
• Resolve situations or problems to clients' satisfaction 

More specifically, you will:

• Provide clients and branch advisors with assistance and information about the products, services and promotions offered by NBDB
• Respond to clients' requests, maintaining a high level of customer service and being proactive in a call centre environment
• Carry out transactions on the stock market and with specialized financial products as requested by clients
• Open retail and special accounts in keeping with existing regulations
• Promote Bank and direct brokerage products and services
• Show clients the different tools available on NBDB's website
• Call existing clients to present our products and services or regularize a situation
• The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities.

• Bachelor’s degree in a related field and 1 year of relevant experience OR university certificate and 3 years of relevant experience
• Completed Canadian Securities Course (CSC)
• Completed CSI Conduct and Practices Handbook Course
• Experience in the securities industry
• Customer service experience
• Business development experience, an asset
• Experience in call centres, an asset
• Ability to proactively offer products and services to clients
• The candidate needs to be able to identify all risks inherent to the Wealth Management sector’s activities  
• Bilingualism, spoken and written (English/French) 

Work environment:

• You will be located at the NBDB offices, 1100 Robert-Bourassa, 7th floor, in Montreal.
• In your role, you will be called on to handle and support clients over the phone for the majority of your work. 90% incoming calls.
• Each workstation is equipped with a computer screen and telephone in an open-plan office
• Accommodations can be made for work stations.
• Various IT applications will be used (mainly Windows, plus specific securities brokerage applications)
• Business hours are Monday to Friday, 8:00 a.m. to 8:00 p.m. Schedule is 37.5 hours per week, on rotation

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. 

Your contribution

Working in a National Bank call centre means working at theheart of a banking transformation that helps clients obtain the service theywant when they want it and through their choice of channel. You act as adedicated guide for thousands of clients in order to find unique solutions foreach of them. Every interaction gives you the opportunity to create anauthentic client experience and make your mark through your personalizedapproach. You are the face of National Bank!

• Profile:Interest in the financial industry
• Experience:2 years of relevant experience in financial services
• Language:Bilingual (English and French)

• Background:You have at least a high school diploma, a Cégep diploma (Quebec) or a Bachelor's degree, depending on the position you're applying for
• Work environmentStimulating workspace promoting team synergy and professional development