Banking Associate

6 days ago


Montreal, Quebec, Canada National Bank Full time

A career as a Banking Associate with National Bank offers a unique opportunity to provide personalized wealth management services and advice to high-net-worth individuals.


Your Role:

As a Banking Associate, you will be responsible for offering a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to international clients.


  • Provide administrative support to bankers and 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 multi-product offerings
  • 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 financing applications
  • Meet deadlines for multiple transactions and maintain effective communication with stakeholders

Your Team:

You will be part of a passionate team committed to delivering exceptional service to our discerning clients.

As a Banking Associate, you will work closely with sector members and report to the Vice-President, Private Banking 1859.

We offer a hybrid work model, flexible work arrangements, and a range of benefits to support your quality of life.


Prerequisites:

To be successful in this role, you will need:

  • A completed college diploma or academic equivalent in a related field
  • Three years of relevant experience
  • Completion of the Investment Funds in Canada Course
  • Experience in personal and/or commercial credit
  • Knowledge of banking, investment, and financing products
  • Proficiency in Word and Excel
  • Excellent customer service skills

In addition to competitive compensation, you will be eligible for a range of benefits, including health and wellness programs, flexible group insurance, and a generous pension plan.


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