Banking associate

14 hours ago

Mercier Southeast, Canada National Bank Full time
A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.
Your role:
Provide support to bankers or private bankers by ensuring administrative follow-up and customer service
Ensure client satisfaction and loyalty by developing personalized, trust-based relationships
Optimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needs
Open business and personal files and perform various transactions on behalf of clients
Ensure adherence to compliance and risk management rules
Analyze financial information and tax structures for the processing of financing applications
Ensure deadlines are met for multiple transactions
Establish and maintain effective communication with the various parties involved in the files
Your team:
To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:
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
Your benefits
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
Opportunities to get involved in community initiatives
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.
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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us

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