Overview Location: Lethbridge, Alberta. Job number: 26982. Category: Professional. Status: Permanent. Schedule: Full-Time. Posting date: 17-Jun-2025. Salary: $55,200 - $66,900 per year. Location details: Lethbridge, Alberta. A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. Youll adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients. This role offers opportunities for development. You will act as a strategic partner to Account Managers to build, grow and maintain profitable, long-lasting relationships with CWB / NBC clients. The Banking Officer will provide knowledge and courteous, efficient delivery of our products and services (opening of accounts, sale of retirement and investment products, completion of personal lending account reviews, etc.). You will enhance current client relationships by using discovery questions to deliver a full-service solution. Responsibilities Listen to clients needs and resolve complex situations. Give advice and offer appropriate solutions for clients to meet their transactions, investment, personal financing, made-to-measure insurance and estate planning needs. Ensure client satisfaction and engagement. Refer clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Your team Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. Our branch is open from Monday to Friday from 8:00 AM to 4:30 PM. This position reports to the Senior Manager Personal Banking. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. Youll also have access to colleagues with a wide range of expertise and backgrounds to enrich all aspects of your development. Prerequisites / Qualifications Hold a college diploma (DEC) or equivalent preferred Advisory service experience, inclusive attitude and openness to diversity preferred Holding a mutual fund representative (MFR) licence is considered an asset Three years in a banking environment or equivalent experience, with a strong understanding of banking products & services Languages: English Skills Brand Ambassadorship Business Development Client Education Driving Results Finance Funding Information Analysis Insurance Investments Mortgage Lending Personal Banking Proposal Generation Readiness Retirement Planning Small Business Your benefits Health and wellness program, including many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Opportunities to get involved in community initiatives Telemedicine service Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. Were putting people first Were a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! Come live your ambitions with us! #J-18808-Ljbffr
Job Title
Banking Advisor