Banking Associate, Private Banking 1859

National Bank of Canada; Vancouver; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

A leading bank is seeking a Banking Associate to support ultra-high net worth clients by delivering exceptional customer service and helping with account management. This entry-level position offers a unique opportunity to thrive in a boutique banking environment, ensuring client satisfaction while promoting banking products and services. The role supports a dynamic team focused on operational efficiency and client relationship building.

Benefits

Health and wellness programs

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Community involvement opportunities

Telemedicine services

Virtual sleep clinic

Qualifications

• Three years of relevant experience in banking or finance.
• Preferred knowledge of personal and commercial credit.
• Understanding of banking, investment, and financing products.

Responsibilities

• Support the Senior Private Banker with administrative tasks.
• Ensure customer satisfaction by developing personalized relationships.
• Open commercial and personal accounts and process transactions.

Skills

Customer service

Relationship building

Time management

Organizational skills

Financial analysis

Education

Three-year college diploma or equivalent

Canadian Investment Funds Course (CIFC)

Job description

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.

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:

1. Support the Senior Private Banker / Vice President by providing various administrative as well as customer service tasks assigned by the manager.
2. Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client.
3. Optimize customer interventions and identify sales opportunities.
4. Open commercial and personal accounts and perform various transactions on behalf of clients.
5. Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files.
6. Actively participate in bringing operational efficiency and necessary improvements to processes.
7. Identify all risks inherent to the Wealth Management sector's activities.
8. Provide clients with products or services that can meet their needs.
9. 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.
10. Ensure adherence to deadlines (loans, investments, interest income).
11. Establish and maintain effective communication with the various stakeholders involved in the files.
12. Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism.
13. 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 offer maximum flexibility in your work, including hybrid work arrangements (both in-office and remote), flexible scheduling, 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, you’ll be eligible for a wide range of flexible benefits, including health and wellness programs, flexible group insurance, a generous pension plan, Employee Share Ownership Plan, Employee and Family Assistance Program, preferential banking services, community involvement opportunities, telemedicine, and a virtual sleep clinic.

We prioritize a positive employee experience with dynamic work environments and collaboration tools, and we actively listen to employee feedback.

We're Putting People First:

As a bank on a human scale, our mission is to positively impact people's lives. We value partnership, agility, empowerment, and inclusivity, and we are committed to providing a barrier-free workplace. If you require accommodation during the recruitment process, please let us know. We welcome all candidates!

Come live your ambitions with us!

Additional Details:

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales

Industry: Banking