Banking Associate Private Banking 1859

**Primary Locations**:Winnipeg, Manitoba**:
**Attendance**:On-site**:
**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/Vice President 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

**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

What we offer:

- Competitive compensation
- A beautiful office located in the heart of the luxury corridor of the Alberni Street
- 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

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

- Health and wellness program, including many benefits
- Flexible group insurance
- Defined benefit pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferred banking services
- Volunteer program
- Telemedicine
- Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

Ready to live your ambitions?
- #LI-SL1