Senior Banking Specialist

3 weeks ago

Calgary, Alberta, Canada National Bank Full time

About the Role:

We are seeking a Senior Banking Specialist to join our team in Calgary. As a Premium Banker, you will leverage your expertise in transactional banking and credit solutions to support our NBF Wealth Management advisors and their clients.

Your Key Responsibilities:

  • Recommend and implement strategic financing solutions tailored to the needs of National Bank Financial mass affluent clients.
  • Take advantage of new business opportunities with wealth management advisors and position the banking services of fer.
  • Participate in the identification of new client's business potential - Act as a banking expert to NBF advisors - Rigorously apply processes and procedures to properly analyze client needs and determine with them an integrated and profitable financial strategy.
  • Always provide exemplary customer service and a personalized customer experience.
  • Contribute to growing the Bank's share of wallet and profitability by providing appropriate transactional banking and credit solutions to clients referred by region's NBF Wealth Advisors.
  • Develop and lead the implementation of a strategic action plan with the client tailored to their situation.
  • Be responsible for the sustainability and profitability of the client relationship with respect to their banking and financing needs.
  • Establish ongoing communication with advisors to identify their needs and propose solutions to maximize business development opportunities with their clients.
  • Follow up with potential clients and seize opportunities to refer them to advisors and provide them with complementary offers.
  • Integrate the appropriate specialists or stakeholders into the relationship to adequately meet the needs of the clients.
  • Ensure effective and efficient management of the client portfolio under your responsibility.
  • Interpret financial data and submit financing and credit renewal requests.

About the Team:

You will be working closely with NBF advisors and their respective teams in your region, providing banking services and presenting lending solutions with the highest standard of client care.

Requirements:

  • Bachelor's degree in business administration (or related field) and six (6) years of relevant experience or master's degree in a relevant discipline and four (4) years of experience in a related field.
  • Excellent knowledge of transactional banking and credit.
  • Strong knowledge of retail banking products and services.
  • Strong interpersonal and communication skills.
  • Advanced experience in advisory services.
  • French language is an asset.

Languages: English

Skills: Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resiliency, Teamwork

Your Benefits:

  • 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.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.

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