Technical Advisor

A career as a Technical Advisor - Cross-Border Solutions at National Bank means providing essential support to our clients and internal partners. This role allows you to make a difference through your expertise in customer service, your ability to solve complex issues and your talent for building strong client relationships.

As a Technical Advisor, you will be responsible for all administrative activities related to New York accounts. You will act as an expert and the primary point of contact for clients and the advisory team, ensuring fast, accurate, and efficient service.

 

Your role: 

• Ensure the opening of NY accounts and guarantee compliance with regulations.
• Manage enrollment in NY products, guiding clients through the process.
• Process NY transactions while adhering to deadlines and established procedures.
• Provide support and expertise to clients and the advisory teams.
• Manage the lifecycle of NY administrative tasks, including updates and follow-ups on files.
• Respond to client inquiries via email and phone, including password resets and transaction-related questions.

 

Your team: 

The Vice Presidency of Business Operations brings together dedicated professionals committed to delivering outstanding and innovative service. You will be part of a collaborative and agile team where daily interactions foster continuous learning and process improvement. You will report to a manager committed to your professional growth while enjoying a flexible and supportive work environment.

At National Bank, we prioritize continuous development and internal mobility. Our personalized training programs, based on learning through experience, will help you master your role and develop new areas of expertise. Tools such as the Data Academy, language training, Harvard Learning Center, and coaching and mentorship support are available to you at all times.

 

Prerequisites:

• University or college degree, or equivalent experience.
• Ability to manage multiple tasks simultaneously and meet deadlines.
• Relevant experience in customer service and operational support.
• In-depth knowledge of banking products and systems.
• Strong attention to detail, autonomy, and team spirit.

Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.    * 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.   We're putting people first We're 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! What can you bring to our team?    Come live your ambitions with us!