Banking Services Advisor

3 weeks ago

Toronto ON, Canada National Bank Of Canada Full time

Advisory services, Personal banking
A career as a Banking Associate with Private Banking 1859 at National Bank, employes a unique boutique approach in offering wealth management services and advice to a discerning high-net-worth clientele. In this role, you'll provide a comprehensive range of financial services to individuals, businesses, and public sector corporations across Canada. We strive to attract professional candidates who are dedicated to providing the highest standards of red carpet customer service.
This is a hybrid position reporting to the Manager of Client Services, Private Banking 1859.
Support the Senior Private Banker in delivering services and ensuring administrative follow-up.
Answer client questions and act as a resource person for the firm’s policies, procedures, and complex products.
Complete administrative tasks, open business and personal files and carry out various transactions on behalf of clients.
Analyze client accounts, make follow-up calls, identify operational issues, and propose solutions.
Coach and act as a mentor in guiding and training new or less experienced employees.
You'll work closely with other members of the sector and report to the Manager of Customer Service, Private Banking 1859.
Three-year college diploma or academic equivalent in a related field and three years of relevant experience
Knowledge of banking, investment, and financing products
Knowledge of Microsoft 365
Experience in personal and/or commercial credit an asset
French language is an asset
Diversity & Inclusion
Emotional Intelligence
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.
Flexible group insurance

Generous pension plan

Preferential banking services

Opportunities to get involved in community initiatives

Telemedicine service

Virtual sleep clinic

Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Original job Banking Services Associate posted on GrabJobs .

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