Customer Relations Representative Job at National Bank of Canada

National Bank of Canada Pompano Beach, FL

Primary Locations: Pompano Beach, Florida

Attendance: On-site

Employee Status: Regular

Schedule: Full-time


Natbank is hiring! Join our organization

Natbank, a wholly-owned subsidiary of National Bank of Canada that has been operating in Florida for more than 25 years! 3 Branches in Florida. Hollywood, Pompano Beach and Boynton Beach and soon a 4th Branch in Naples with a team of 38 people who are passionate about their clients, The same mission, the same values: a consulting approach based on the needs of our clients, advantageous solutions to help them realize their dreams and projects in Florida and elsewhere in the United States.

In this role as a bilingual (English & French) Senior Customer Relationship Officer (Loan Officer), you will be based mainly in Boynton and Pompano (with occasional travels to Naples as needed.)

Basic Purposes

  • Ensure customer satisfaction and preserve the Bank’s professional image by providing a personalized and efficient service.
  • Support the AVP Business Development in overseeing and managing business development for the Natbank loan business.
  • Identify and develop prospects for loans and deposits to achieve Natbank’s objectives.
  • Report to the AVP Business Development in Naples

Your role

  • Ensuring the Bank lending policies and procedures are adhered to, meet legal requirements, and ensure completeness and accuracy of all credit files submitted, including new loans, renewals, and modifications.
  • Proceed with the renewals by ensuring retention.
  • Carry out post-funding analysis of files that require it.
  • Support the AVP Business Development by maintaining relationship with NBC’s partners, real estate agents, mortgage brokers, residential builders, and attorneys to obtain business referrals.
  • Occasionally, represent Natbank at various business development activities.


If you are interested, complete the application form, and send your CV to pauline.poncel@natbank.com.


Competencies required

  • College diploma and 3 years of experience, or bachelor’s degree
  • Evidence interpersonal skills and ability to communicate effectively both verbally and in writing
  • Experience in customer service
  • Knowledge of financial products and service, and experience in credit (an asset)
  • Experience with Microsoft Office Suite
  • Bilingualism both spoken and written (English and French)
  • NMLS ID / License required

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

  • Competitive salary and annual performance-based bonus
  • Retirement plan (401K) with company match
  • Excellent health and welfare benefits including medical, dental, vision benefits, life insurance and AD&D
  • Flexible spending account (FSA)
  • Paid time off
  • Preferred banking services

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

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 accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?



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