Relational Private Banker

3 weeks ago


Montreal, Canada National Bank of Canada Full time

Join to apply for the Relational Private Banker role at National Bank of Canada.A career as a Relationship Private Banker in the Montreal team at the National Bank means acting as an experienced specialist in transactional banking and credit solutions for the clients.ResponsibilitiesRecommend and implement strategic financing solutions adapted to the needs of clients of wealth management advisors of National Bank Financial.Take advantage of new business opportunities with wealth management advisors and position the offering of banking services according to the different packages available.Participate in identifying business potential for new clients.Act as a banking services expert to all team members.Rigorously apply processes and procedures in order to properly analyze customer needs and determine with them an integrated and profitable financial strategy.Provide exemplary customer service and provide them with a personalized experience.Contribute to growing the Portfolio and profitability by offering transactional banking and credit solutions appropriate to the clientele indicated by the team's wealth management advisors.Develop with the client a strategic action plan adapted to their situation and direct its implementation.Establish constant communication with advisors in order to identify their needs and propose solutions allowing them to maximize business development opportunities with their clients.Integrate the appropriate specialists or stakeholders into the relationship to adequately respond to client needs.Interpret financial data in systems and submit financing and credit renewal applications.QualificationsBachelor's degree related to the sector of activity and four years of relevant experience OR Master's degree related to the sector of activity and two years of relevant experience OR University certificate/PUB 1st cycle and six years of relevant experience.Practical experience in personal credit and residential financing is preferred.Excellent knowledge of transactional banking and credit offerings.Experience as an Advisor, Personal Finance.Knowledge of banking products and services.Excellent interpersonal skills and ability to build strong business relationships.Accessibility, friendliness, proactivity, customer‑centric attitude, agility and responsibility.Experience in sales and customer service.Be a collective savings representative (REC) (Asset).BenefitsHealth 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.We are putting people first. We want 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 candidatesAdditional required languages: English, French. #J-18808-Ljbffr



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