Banking Associate
3 weeks ago
A career as a Banking Associate with Private Banking 1859 at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele.
Key Responsibilities- Provide administrative support to bankers or private bankers to ensure seamless client service
- Develop personalized relationships with clients to ensure satisfaction and loyalty
- Optimize interactions with clients to identify opportunities for a multi-product offering that meets their needs
- Perform various transactions on behalf of clients, including opening business and personal files
- 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 and establish effective communication with stakeholders
You'll be part of a passionate team committed to delivering exceptional service to distinctive clients in a market with strong potential.
You'll work closely with sector members and report to the Vice-President, Private Banking 1859.
What We Offer- A hybrid (remote and in-office) work model to promote work-life balance
- Flexible leave arrangements to accommodate your needs
- A wide range of benefits to support your wellbeing and that of your family, including health and wellness programs, flexible group insurance, and a generous pension plan
- Completed college diploma or academic equivalent in a related field and three years of relevant experience
- Completed the Investment Funds in Canada Course
- Experience in personal and/or commercial credit
- Knowledge of banking, investment, and financing products
- Knowledge of Word and Excel
- Excellent customer service skills
- Outstanding sense of initiative and autonomy
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