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Customer Service Agent, Financing

Date Posted: Jul 01, 2026
Yearly: C$ - C$

Job Detail

  • location_on
    Location Montreal, Canada
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 29, 2026

Job Description

Overview

As a Customer Service Agent at National Bank, you will assist clients with their financing needs, including personal loans, lines of credit, and mortgages. You'll leverage your advisory skills to offer personalized solutions and ensure a positive experience for clients. The role requires strong communication and relationship-building abilities to effectively serve clients' diverse needs.

Key responsibilities

  • Take calls from clients regarding financing products
  • Answer questions related to personal loans, student loans, lines of credit, and mortgage loans
  • Listen to clients' needs and provide tailored solutions
  • Help clients navigate banking applications
  • Refer clients to specialized sectors as needed

Required skills

  • High school diploma
  • Customer service experience
  • Knowledge of financial products
  • Strong communication skills
  • Problem-solving abilities
  • Relationship building
  • Conflict resolution

What the company offers

  • Health and wellness program
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Preferential banking services
  • Telemedicine service
  • Virtual sleep clinic
  • Career development opportunities with internal career counsellors and ongoing coaching

Skills Required

Company Overview

Illinois, United States of America

National Bank is a financial institution that emphasizes a people-first approach, entrepreneurial culture, and courage in its operations. The bank is committed to developing its employees and providing them with career advancement opportunities. Read More

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