Associate Private Banking

3 months ago

Montreal, Canada National Bank Full time

A career as a Banking Associate with Private Banking 1859 at National Bank, you'll offer wealth management services and advice to a discerning high-net-worth clientele. In this role, you'll provide a comprehensive range of financial services to individuals, businesses, and public sector corporations across Canada.
Your job:

Support the Private Banker and/or Senior Private Banker in delivering services and ensuring administrative follow-up.
Ensure client satisfaction and loyalty by developing personalized, trust-based relationships.
Optimize interactions with clients and identify opportunities to make multi-product offers that meet their needs.
Answer client questions and act as a resource person for the firm’s policies, procedures, and complex products.
Complete administrative tasks, open business and personal files and carry out various transactions on behalf of clients.
Analyze client accounts, make follow-up calls, identify operational issues, and propose solutions.
Coach and act as a mentor in guiding and training new or less experienced employees.
Guide and train new colleagues who join the team.
Your team:
You’ll be part of a passionate team that is committed to going the extra mile to serve a discerning clientele in a market with strong potential. You'll work closely with other members of the sector 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 work model (remote and in the office), work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:

Three-year college diploma or academic equivalent in a related field and three years of relevant experience
Investment Funds in Canada course, an asset
Experience in personal and/or commercial credit
Knowledge of banking, investment, and financing products
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
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. 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. We welcome all candidates What can you bring to our team? Ready to live your ambitions?

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