Banking Associate Private Banking 1859

**Primary Locations**:Laval, Quebec**:
**Attendance**:Hybrid**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
National Bank - Banking Associate Private Banking 1859

Private Banking 1859 is part of the National Bank of Canada, headquartered in Quebec. Its boutique approach is unique in that it serves ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.
- This is a hybrid position reporting to the Manager of Client Services, Private Banking 1859._

Roles & Responsibilities
- Closely work and support the Senior Private Banker by providing various administrative as well as customer service tasks assigned by the manager
- Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client
- Optimize customer interventions and identify sales opportunities
- Open commercial and personal accounts and perform various transactions on behalf of clients
- Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files
- Actively participate in bringing operational efficiency and necessary improvement to processes
- identify all risks inherent to the Wealth Management sector's activities

In addition:

- Provide clients with products or services that can meet their needs
- Preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center
- Ensure adherence to deadlines (loans, investments, interest income)
- Establish and maintain effective communication with the various stakeholders involved in the files
- Ability to work closely with affluent and influential clientele while displaying a high degree of poise and professionalism
- Ability to work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills

What we offer:

- Competitive compensation
- A beautiful office located in the heart of downtown
- Management that supports your work and progression
- An inclusive and collaborative working environment, where everyone’s contribution is recognized and rewarded
- A growing team of highly specialized professionals in the industry, ready to provide mentorship

**Requirements**:

- Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience
- Knowledge of banking, investment, and financial products
- Knowledge of Microsoft 365
- Exceptional attention to details
- A dynamic, diligent, and effective person with a can-do attitude to exercise initiative and handle several tasks and changing priorities
- A strong communicator who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
- French language is an asset

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- 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
- Initiatives promoting community involvement
- Telemedicine service
- Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.