Banking Associate
6 days ago
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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Montreal, Quebec, Canada National Bank Full time{"title": "Banking Associate Role", "description": "As a Banking Associate with National Bank, you will have the opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role, you will provide support to bankers or private bankers by ensuring administrative follow-up and customer service.Key...
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Montreal, Quebec, Canada National Bank Full time{"title": "Banking Associate Role", "description": "As a Banking Associate with National Bank, you will have the opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role, you will provide support to bankers or private bankers by ensuring administrative follow-up and customer service.Key...
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Montreal, Quebec, Canada National Bank Full timeJob Title: Banking AssociateJoin National Bank as a Banking Associate and take advantage of a unique opportunity to offer wealth management services and advice to high-net-worth clients. In this role, you will provide comprehensive financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to...
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Montreal, Quebec, Canada National Bank Full timeJob Title: Banking AssociateJoin National Bank as a Banking Associate and take advantage of a unique opportunity to offer wealth management services and advice to high-net-worth clients. In this role, you will provide comprehensive financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to...
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