Private Banker Associate
4 weeks ago
We are seeking a highly motivated and customer-focused Associate Private Banker to join our team. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional service, and delivering tailored solutions to meet their financial needs.
Key Responsibilities- Assist in the effective management of client relationships and provide high-quality customer service
- Develop a deep understanding of Bank products and services, as well as competitor offerings
- Support client onboarding and recommend retail solutions
- Identify opportunities to expand existing client and prospect relationships
- Participate in credit management of the unit's portfolio and manage a designated portfolio of less complex credits
- Support the effective operation of the Private Banking Unit, ensuring compliance with regulatory requirements
- Thorough knowledge of Retail Bank products, systems, and services, as well as commercial and retail credit principles
- Fluency in Mandarin is an asset
- Good understanding of tax, estate, and financial planning, as well as investment vehicles
- Ability to identify client needs and provide tailored recommendations
- Customer-centricity and passion for making a significant impact on customers' lives
- Ability to engage comfortably with affluent and influential clientele, demonstrating poise and professionalism
- University or community college degree
- Willingness to go above and beyond to exceed customers' expectations
- Consultative customer engagement style with the ability to build trust
- Ability to balance multiple priorities and work in a dynamic, fast-paced environment
- Achievement of the financial planning proficiency standard in the province of work, unless working in Quebec
- Inclusive and collaborative working environment in a high-performing team
- Opportunity to make a significant impact on customers and the team, while developing business and relationship management skills
- Gain technical, practical, and specialized knowledge from successful private bankers and leaders
- Be part of a winning team
-
Private Banker Associate
2 months ago
Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Associate Private BankerAre you passionate about delivering exceptional customer service and building strong relationships with clients?We are seeking an Associate Private Banker to join our team at Scotiabank. As an Associate Private Banker, you will be responsible for developing and maintaining relationships with clients, providing sound advice...
-
Private Banker Associate
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeAre you a customer service enthusiast looking to make a significant impact in the lives of our clients?We are seeking an Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing relationships through sound advice and administration of assigned accounts, delivering exceptional...
-
Private Banker Associate
2 months ago
Vancouver, British Columbia, Canada Scotiabank Full timeAre you a customer service enthusiast looking to make a significant impact in the lives of our clients?We are seeking an Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing relationships through sound advice and administration of assigned accounts, delivering exceptional...
-
Private Banker Associate
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAre you passionate about delivering exceptional customer service and building strong relationships with clients?We are seeking an Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will play a critical role in developing and maintaining relationships with high net worth clients, providing them with...
-
Private Banker Associate
2 months ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the Role:We are seeking an Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining relationships with our clients, providing exceptional customer service, and delivering tailored solutions to meet their financial needs.Key Responsibilities:Assist in the...
-
Associate Private Banker
2 months ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining strong relationships with our clients, providing them with exceptional service and advice on our retail and small business solutions.Key...
-
Associate Private Banker
2 months ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled and motivated Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional customer service, and delivering tailored financial solutions to meet their...
-
Associate Private Banker
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining strong relationships with our clients, providing expert advice and guidance on our range of financial products and services.Key ResponsibilitiesManage a...
-
Associate Private Banker
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAssociate Private Banker - A dynamic and results-driven role that requires a passion for delivering exceptional customer service and building strong relationships with affluent and influential clients. Key Responsibilities: • Assist in the effective management of client relationships and provide high-quality customer service • Develop a deep...
-
Private Banker Professional
24 hours ago
Vancouver, British Columbia, Canada Scotiabank Full timeIs this role right for you?As a key player in our Private Banking team, you will contribute to developing relationships through sound advice and administration of assigned accounts, delivering exceptional personal service.Key responsibilities: Assist in the effective management of client relationships and provide the highest quality customer service Be a...
-
Private Banking Associate
2 months ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining strong relationships with our clients, providing them with exceptional service and tailored financial solutions.Key Responsibilities:Assist in the effective...
-
Associate Relationship Banker
1 month ago
Vancouver, British Columbia, Canada Webster Bank Full timeJob Title: Associate Relationship BankerAt Webster Bank, we're committed to putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals. As a leading commercial bank, we're passionate about serving our clients and supporting our communities.Job Summary:The Associate Relationship Banker role is a key...
-
Associate Relationship Banker
2 months ago
Vancouver, British Columbia, Canada Webster Bank Full timeJob Title: Associate Relationship BankerAt Webster Bank, we're committed to putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals. As a leading commercial bank, we're passionate about serving our clients and supporting our communities.Job Summary:The Associate Relationship Banker role is a key...
-
Banking Center Associate Relationship Banker
3 weeks ago
Vancouver, British Columbia, Canada Webster Bank Full timeAt Webster Bank, we're committed to putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals. Our values of Integrity, Collaboration, Accountability, Agility, Respect, and Excellence set us apart as a bank and as an employer.As a leading commercial bank, we're passionate about serving our clients...
-
Banking Center Relationship Banker
4 weeks ago
Vancouver, British Columbia, Canada Webster Bank Full timeRelationship Banker I RoleAt Webster Bank, we're passionate about serving our clients and supporting our communities. As a Relationship Banker I, you'll play a key role in providing exceptional customer service and driving sales growth in our Banking Centers.Key Responsibilities:Respond to customer inquiries and resolve issues in a timely and accurate...
-
Vancouver, British Columbia, Canada Scotiabank Full timeRequisition ID: 209366We are seeking an experienced Associate Private Banker to join our high-performing team in Canada.This role offers a unique opportunity to develop relationships through sound advice and administration of assigned accounts, delivering exceptional personal service. As a key member of our team, you will contribute to managing client...
-
Relationship Banker Associate
4 weeks ago
Vancouver, British Columbia, Canada Webster Bank Full timeAt Webster Bank, we're passionate about serving our clients and supporting our communities. As a leading commercial bank, we're committed to putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals.The Associate Relationship Banker role is a key part of our team, providing services for Banking...
-
Private Banker
7 days ago
Vancouver, British Columbia, Canada Scotiabank Full timeRole SummaryAs a Private Banker - Wealth Management Expert at Scotiabank, you will possess strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. You will have comprehensive experience and product knowledge to deliver service and customized lending solutions consistent with...
-
Associate Relationship Banker
2 months ago
Vancouver, British Columbia, Canada Webster Bank Full timeAt Webster Bank, we're committed to putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals. As a leading commercial bank, we're passionate about serving our clients and supporting our communities.The Associate Relationship Banker role is a key part of our team, providing exceptional customer...
-
Banking Center Relationship Banker
2 months ago
Vancouver, British Columbia, Canada Webster Bank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at Webster Bank. As a Relationship Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesRespond to customer inquiries and resolve issues in a timely and...