Banking Associate, Private Banking 1859

National Bank of Canada; Vancouver; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

The National Bank of Canada is seeking a Banking Associate for their Private Banking division to provide exceptional service to high-net-worth clients. With a focus on customer satisfaction and operational efficiency, the candidate will support senior management with various tasks. This full-time position allows for a hybrid work arrangement, offering flexibility and competitive benefits.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Qualifications

• Three years of relevant experience in banking or finance.
• Canadian Investment Funds Course (CIFC), preferred.
• Experience in personal and/or commercial credit.

Responsibilities

• Support the Senior Private Banker with various administrative and customer service tasks.
• Open commercial and personal accounts and perform transactions on behalf of clients.
• Ensure customer satisfaction by developing personalized relationships.

Skills

Customer service

Sales opportunity identification

Administration

Time management

Education

Three-year college diploma or equivalent academic background

Job description

Join to apply for the Banking Associate, Private Banking 1859 role at National Bank of Canada

Join to apply for the Banking Associate, Private Banking 1859 role at National Bank of Canada

Private Banking 1859 provides a boutique, red carpet
experience to ultra-high net worth clients with personal banking and business
needs as well as wealth management, estate and tax planning.

Private Banking 1859 is part of National Bank of
Canada – an award-winning employer, headquartered in Montreal with over 21,000
employees.

We are looking for a professional candidate dedicated
to the highest standards of customer service to join our team.

This position reports to the Manager of Client
Services, Private Banking 1859.

Your Job:

• 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.
• Provide
  clients with products or services that can meet their needs.
• Perform
  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.
• Work
  closely with affluent and influential clientele while displaying a high degree
  of poise and professionalism.
• Work
  independently in a dynamic work environment through strong administration,
  organizational, planning, and time management skills.
  

Your Team:

To effectively serve this distinctive clientele in a
high-potential market, you are part of a passionate, committed, and dedicated
team. You work closely with members of the sector and report to the Manager
of Client Services, Private Banking 1859.

We aim to offer you maximum flexibility in your work
to support your quality of life. This includes hybrid work arrangements (both
in-office and remote), flexible scheduling to balance professional and personal
life, and flexible time off during moments that matter.

Requirements:

• A completed three-year college diploma or equivalent academic background related to the field of activity, along with three years of relevant experience.
  
• Canadian Investment Funds Course (CIFC), preferred.
  
• Experience in personal and/or commercial credit.
  
• Knowledge of banking, investment, and financing products.

Private Banking 1859 provides a boutique, red carpet
experience to ultra-high net worth clients with personal banking and business
needs as well as wealth management, estate and tax planning.

Private Banking 1859 is part of National Bank of
Canada – an award-winning employer, headquartered in Montreal with over 21,000
employees.

We are looking for a professional candidate dedicated
to the highest standards of customer service to join our team.

This position reports to the Manager of Client
Services, Private Banking 1859.

Your Job:

• 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.

• Provide
  clients with products or services that can meet their needs.
• Perform
  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.
• Work
  closely with affluent and influential clientele while displaying a high degree
  of poise and professionalism.
• Work
  independently in a dynamic work environment through strong administration,
  organizational, planning, and time management skills.
  

Your Team:

To effectively serve this distinctive clientele in a
high-potential market, you are part of a passionate, committed, and dedicated
team. You work closely with members of the sector and report to the Manager
of Client Services, Private Banking 1859.

We aim to offer you maximum flexibility in your work
to support your quality of life. This includes hybrid work arrangements (both
in-office and remote), flexible scheduling to balance professional and personal
life, and flexible time off during moments that matter.

Requirements:

• A completed three-year college diploma or equivalent academic background related to the field of activity, along with three years of relevant experience.
  
• Canadian Investment Funds Course (CIFC), preferred.
  
• 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
* 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!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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