A career as Residential Financial specialist is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist, you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop credit opportunities. You will work in synergy with the various experts in the branch network, such as advisors and financial planners, benefiting from their mortgage financing preferences.
You will work more specifically to serve the clientele of Papineauville and Saint-André-Avelin.
Your role
Buying a home is one of life’s major milestones, and our clients are increasingly well informed about residential financing. As a Residential Financing Specialist, you'll provide an unparalleled client experience.
You'll identify and develop credit opportunities for National Bank clients. Experience the synergy of working with many different experts, including financial planners, in our branch network.
More specifically, you will :
- Support our clients by developing the best residential financing strategy for their needs
- Refer files to various experts when necessary
- Apply established processes and procedures thoroughly
- Comply with current standards and regulations
- Keep your knowledge of financing solutions up to date
Your team
With us, you will benefit from the solidity of a large company, a vast territory with great potential and working conditions allowing flexibility, while contributing to building the lives of people here. Our training programs based on learning in action allow you to master your role. Personalized training content is available to promote your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.
Basic requirements
- Bachelor's degree in a related field and 1 year of relevant experience or college diploma and 4 years of relevant experience
- 2 years of experience in business development, preferably in financial services
- Interest in working as a team to reach targets
- Knowledge of Personal Banking credit solutions