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Advising Representative Corporate Electronic services

January 12 2018
Industries Bank, Insurance, Financial services
Categories Customer Service, Call Centres, Bank, Insurance, Financial Services, Customer service
Montreal, QC
  • Are you interested in working with business owners?
  • Does playing an influential role in supporting clients remotely motivate you?
  • Would you like to work alongside experts to provide unrivalled service ?
  • Then this position could be right for you !

We are offering you the opportunity to become an expert in the corporate electronic services provided by National Bank.

What makes this opportunity unique? With every call, you will be faced with the challenge of finding a personalized solution that best meets the client's needs. Your excellent customer service skills and ability to identify client's true needs will enable you to stand out and impress clients. What's more, you will join a friendly environment where teamwork is valued ! Your main Challenges:

  • Promote National Bank's electonic products (wire transferts, online transactions, direct deposits, etc.) to referred business owner in order for them to join our services
  • Analyse and understand business client needs in order to provide advice on the best electronic products and services
  • Offer superior and consistent customer service at all times to all business clients, from SMEs to large companies
  • Answer internal calls from branches and other partners
  • Inform clients  (from SMEs to large companies) about the Bank products and services most suited to their needs with a view to cross-selling through referrals.


  • Three-year college diploma or the academic equivalent in a related field and three years of relevant experience
  • Customer service experience
  • Call center experience, an asset
  • Knowledge of banking products, an asset
  • Ability to work under pressure
  • Abitility to identify business opportunities and meet objectives
  • Interest in working in a environment that requires excellent analytical skills, proactiveness, patience, good judgement in order to fully understand client needs and the ability to explain banking concept clearly
  • Bilingualism both spoken and written (English and French), essential

We strive to be an inclusive organization where all employees are valued. National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity. 

See how we do it:

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