Banker Support

Mindlance; Montreal (administrative region); On-site; CAD 100,000 - 150,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank seeks a Senior Private Banker to act as a trusted financing expert for high-net-worth clients across the Montreal region, including Brossard and Montérégie markets. You will support wealth advisors and deliver tailored credit strategies in partnership with National Bank Financial Wealth Advisors.

Based in Montreal with a Quartier DIX30 office presence, you’ll drive complex financing, strategic client relationships, and growth across affluent client segments in a dynamic,

Qualifications

• Bachelor's degree and 10 years of relevant experience, or a Master's degree and 6 years.
• Significant experience in financing, commercial credit, private banking.
• Strong knowledge of banking products for personal and commercial clients.
• Excellent business development, negotiation and relationship skills.

Responsibilities

• Develop and maintain trusted relationships with National Bank Financial Wealth Advisors, acting as their financing partner of choice.
• Recommend and implement credit and financing solutions tailored to the complex needs of affluent, entrepreneurial, and high-net-worth clients.
• Structure, analyze, and present sophisticated financing requests by leveraging your credit expertise, sound business judgment, and understanding of entrepreneurial realities.
• Proactively develop your network of influence within National Bank Financial by participating in meetings, presentations, and business development activities.
• Collaborate closely with the Bank's specialists to deliver an integrated client experience and provide solutions aligned with clients' financial and wealth objectives.
• Contribute to the growth of the business by identifying new opportunities, building long-term relationships, and delivering high-value advisory support.

Skills

Client relations

Communication

Customer service

Emotional intelligence

Needs analysis

Risk management

Teamwork

Listening

Financing

Education

Bachelor's degree in related field

Master's degree in related field

Job description

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Area(s) of interest: Advisory services, Commercial banking

A career as a Senior Private Banker at National Bank means acting as a trusted expert in credit and financing solutions for high-net-worth clients.

Working in partnership with National Bank Financial Wealth Advisors, you will support clients with complex financial and wealth management needs by delivering tailored financing strategies. Leveraging your credit expertise, business acumen, and ability to build strong relationships, you will help provide a distinctive experience to some of the Bank’s most sophisticated clients.

National Bank offers a wide range of financial services to individuals, businesses, and public sector organizations across Canada.

Your role

• Develop and maintain trusted relationships with National Bank Financial Wealth Advisors, acting as their financing partner of choice.
• Recommend and implement credit and financing solutions tailored to the complex needs of affluent, entrepreneurial, and high-net-worth clients.
• Structure, analyze, and present sophisticated financing requests by leveraging your credit expertise, sound business judgment, and understanding of entrepreneurial realities.
• Proactively develop your network of influence within National Bank Financial by participating in meetings, presentations, and business development activities.
• Collaborate closely with the Bank's specialists to deliver an integrated client experience and provide solutions aligned with clients' financial and wealth objectives.
• Contribute to the growth of the business by identifying new opportunities, building long-term relationships, and delivering high-value advisory support.

Your team

As part of the Commercial Banking and Private Banking 1859 sector, you will report to the Senior Manager, Montérégie Region, and join a team of professionals recognized for their expertise in serving affluent and high-net-worth clients.

Based primarily at our Quartier DIX30 office in Brossard, you will act as a key partner to National Bank Financial Wealth Advisors throughout the Montérégie region. You will serve the Brossard, Saint-Hyacinthe, Mont-Saint-Hilaire, and Saint-Jean-sur-Richelieu markets, contributing to the growth of a rapidly expanding business by supporting advisors and their clients with their most complex financing needs.

Requirements

• Bachelor's degree in a related field and ten (10) years of relevant experience, or a Master's degree in a related field and six (6) years of relevant experience.
• Significant experience in financing, commercial credit, private banking, or serving entrepreneurial and high-net-worth clients.
• Strong knowledge of banking products and services for both personal and commercial clients.
• Excellent business development, negotiation, and relationship management skills.
• Proven ability to influence, establish credibility, and develop a strong network of partners.
• Strong sense of initiative, autonomy, agility, and client focus.
• Outstanding interpersonal skills and the ability to work effectively with a wide variety of stakeholders.
• Leadership, entrepreneurial mindset, and the ability to thrive in a dynamic environment.

Languages:

French

Skills

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Client Relations Communication Customer Service Emotional Intelligence Needs Analysis Risk Management Teamwork Agile Work Accountability Client-focused Learning Agility Active collaboration Listening Risk Financing

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 such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?