The Technical Advisor supports colleagues in the Commercial Banking Advisory Team, focusing on productivity, advisory, customer experience, and compliance. Responsibilities include coaching advisors on technical aspects, advisory approaches, product knowledge, system usage, work processes, compliance, and effective call management. The role also involves formulating recommendations for service improvement, ensuring policy compliance, analyzing performance, and facilitating advisor development through training and workshops.
Coach advisors on technical aspects, advisory approach, product knowledge, system usage, work processes, compliance, and effective call management.,Formulate recommendations to improve service quality, systems, or processes.,Follow up on activities and interventions to ensure the quality of services delivered.,Analyze files to identify performance insights and guide coaching interventions.,Support advisor development through workshop facilitation or training sessions.,Provide high-quality, ongoing technical coaching support to advisors.,Ensure the application of and compliance with policies, standards, and procedures related to the business sector.,Maintain excellent communication with various stakeholders.,Take calls during contingency periods to keep skills up to date.,Accelerate advisor development and ensure their understanding of various tools, processes, compliance aspects, and products.,Support new advisors during their onboarding in the call center.,Participate in the ongoing development of current advisors.
Completed college diploma in a field related to the sector.,Three years of relevant experience.,Strong coaching skills, ability to provide feedback, and effectively communicate knowledge.,Knowledge of Business products.,Proficiency in business-related IT applications.,Competency with experience in SEE (including TFC-VA) or STEMC.,Demonstrated solid call center experience.,Strong analytical skills and ability to make recommendations.,Autonomy and ability to manage one's schedule.,Ability to develop additional support tools (written materials).,Ability to adapt to change.
College diploma
Availability to work until 8:00 p.m (ET)
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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