Hybrid Private Banking Associate — UHNW Client Services

National Bank of Canada; Calgary; Hybrid; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Job summary

A prominent Canadian bank is seeking an Entry-level Banking Associate to provide exceptional customer service and support to the Senior Private Banker. This role involves managing client relationships, facilitating account transactions, and adhering to financial regulations. The ideal candidate will have a three-year college diploma and three years of relevant experience. This position offers a hybrid work environment and a range of flexible benefits.

Qualifications

• Three years of relevant experience in banking or finance is required.
• Familiarity with banking, investment, and financing products is essential.
• Experience in personal and/or commercial credit is an asset.

Responsibilities

• Support Senior Private Banker with various administrative tasks.
• Develop personalized relationships to ensure customer satisfaction.
• Open and manage bank accounts for clients.

Skills

Customer service

Administrative tasks

Relationship management

Sales opportunity identification

Education

Three-year college diploma or equivalent

Tools

Banking software

Job description

A prominent Canadian bank is seeking an Entry-level Banking Associate to provide exceptional customer service and support to the Senior Private Banker. This role involves managing client relationships, facilitating account transactions, and adhering to financial regulations. The ideal candidate will have a three-year college diploma and three years of relevant experience. This position offers a hybrid work environment and a range of flexible benefits.