Associate Private Banking
5 months ago
A career as a Banking Associate with Private Banking 1859 at National Bank, you'll offer 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.
Your job:
- Support the Private Banker and/or Senior Private Banker in delivering services and ensuring administrative follow-up.
- Ensure client satisfaction and loyalty by developing personalized, trust-based relationships.
- Optimize interactions with clients and identify opportunities to make multi-product offers that meet their needs.
- 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.
- Guide and train new colleagues who join the team.
Your team:
You’ll be part of a passionate team that is committed to going the extra mile to serve a discerning clientele in a market with strong potential. You'll work closely with other members of the sector and report to the Vice-President, Private Banking 1859.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid work model (remote and in the office), work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:
- Three-year college diploma or academic equivalent in a related field and three years of relevant experience
- Investment Funds in Canada course, an asset
- Experience in personal and/or commercial credit
- Knowledge of banking, investment, and financing products
- 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
- Initiatives promoting community involvement
- Telemedicine service
- Virtual sleep clinic
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