Banking Associate, Private Banking 1859

NBC; Winnipeg; Hybrid; CAD 50,000 - 75,000; Full time

Job summary

A leading financial institution is looking for a dedicated professional to join the Private Banking 1859 team in Winnipeg. The role involves supporting high-net-worth clients, providing exceptional customer service, and ensuring compliance with financial regulations. The ideal candidate will have a relevant diploma and experience in personal or commercial credit, alongside excellent communication and client-focused skills. This position offers a competitive salary and flexible benefits designed to promote overall wellbeing.

Benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Virtual sleep clinic

Qualifications

• Canadian Investment Funds Course (CIFC) preferred.
• Experience in personal and/or commercial credit.
• Knowledge of banking, investment, and financing products.

Responsibilities

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

Skills

Communication

Client-focused

Teamwork

Accountability

Empathy

Education

Three-year college diploma or equivalent

Job description

Area of Interest : Advisory services, Personal banking

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 24,000 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.

Skills

Communication Driving Results Teamwork Accountability Client-focused Empathy Initiative Humility

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
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• 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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