Financial Services Professional
1 week ago
A career as a Banking Associate with Private Banking 1859 at National Bank offers an opportunity to provide wealth management services and advice to high-net-worth clientele. This role involves offering a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to international clients.
Key Responsibilities:
- Support bankers or private bankers by ensuring administrative follow-up and customer service
- Develop personalized relationships with clients to ensure satisfaction and loyalty
- Optimize client interactions and identify opportunities to recommend multi-product offerings that meet their needs
- Open business and personal files and perform various transactions on behalf of clients
- Ensure adherence to compliance and risk management rules
- Analyze financial information and tax structures for the processing of financing applications
- Meet deadlines for multiple transactions
- Maintain effective communication with parties involved in client files
About Your Team:
You will be part of a passionate team committed to delivering exceptional service to distinctive clients in a dynamic market. You will work closely with colleagues and report to the Vice-President, Private Banking 1859.
National Bank is dedicated to supporting your quality of life by offering flexible work arrangements, including a hybrid (remote and in-office) work model, flexible scheduling, and generous leave policies.
Requirements:
- Completed college diploma or academic equivalent in a related field and three years of relevant experience
- Investment Funds in Canada Course completion
- Experience in personal and/or commercial credit
- Knowledge of banking, investment, and financing products
- Proficiency in Word and Excel
- Excellent customer service skills
- Strong initiative and autonomy
Estimated Salary: $60,000 - $80,000 per year
About Our Benefits:
- Competitive compensation package
- Health and wellness program
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to participate in community initiatives
National Bank values diversity and inclusion, providing a barrier-free workplace accessible to all employees. We encourage applicants to disclose any accommodation requests during the hiring process.
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