Private Banker

Banque Nationale du Canada; Montreal; On-site; CAD 90,000 - 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

Community involvement

Virtual sleep clinic

Job summary

National Bank is seeking a Private Banker in Montreal to act as a trusted banking and financing specialist for clients advised by National Bank Financial wealth advisors. You will deliver personalized transactional banking and credit solutions, collaborating with wealth advisors and internal partners to support client needs and drive business growth.

The role reports to the Senior Director, Senior Private Banker, Commercial & Private Banking 1859, with opportunities to develop deep product

Qualifications

• Bachelor's degree in business administration or related field with six years of banking experience, or Master's degree with four years of experience.
• Excellent knowledge of transactional banking and credit solutions.
• Strong knowledge of personal banking products and services.
• Strong interpersonal and relationship-building skills.
• Ability to work autonomously and manage priorities independently.
• Advanced experience in an advisory or consulting environment.

Responsibilities

• Develop tailored banking and financing strategies by assessing clients' financial needs, analyzing financial information and recommending transactional banking and credit solutions.
• Grow and manage a profitable client portfolio by identifying business opportunities and deepening relationships with wealth advisors.
• Act as a trusted banking partner to wealth advisors by collaborating and providing banking expertise.
• Manage financing and credit needs from analysis through execution, including renewal requests and negotiating terms.
• Deliver a personalized client experience by coordinating internal specialists and proactively managing ongoing banking needs.

Skills

Transactional banking knowledge

Credit solutions expertise

Personal banking products knowledge

Interpersonal & relationship skills

Autonomy & prioritization

Advisory/consulting experience

Education

Bachelor's degree in business administration or related field

Master's degree in a relevant field

Job description

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

Location(s): Montreal

A career as a Private Banker at National Bank means acting as a trusted banking and financing specialist for clients of National Bank Financial wealth advisors. You will provide personalized transactional banking and credit solutions, while working closely with wealth advisors and internal partners to support clients' overall financial needs and contribute to business growth.

This position reports to the Senior Director, Senior Private Banker, Commercial & Private Banking 1859.

Your role

• Develop tailored banking and financing strategies by assessing clients' financial needs, analyzing financial information and recommending transactional banking and credit solutions aligned with their objectives.
• Grow and manage a profitable client portfolio by identifying business opportunities, deepening existing relationships and supporting the acquisition of new clients in partnership with National Bank Financial wealth advisors.
• Act as a trusted banking partner to wealth advisors by maintaining close collaboration, identifying opportunities within their client base and providing banking expertise that complements their wealth management offering.
• Manage financing and credit needs from analysis through execution, including preparing financing and credit renewal requests, negotiating terms and conditions, and ensuring compliance with risk management and profitability standards.
• Deliver a distinctive and personalized client experience by developing strategic action plans, coordinating the right internal specialists and ensuring proactive management of clients' ongoing banking and financing needs.

Your team

Within Commercial & Private Banking 1859, you are part of a team of experienced colleagues and report to the Vice-President, Commercial & Private Banking 1859. Our team stands out for its wealth management expertise, quality of execution, client and employee experience, and collaborative work environment.

We offer a variety of continuous learning opportunities to support your development, including on-the-job learning, structured training and collaboration with colleagues who bring diverse expertise and backgrounds.

Prerequisites

• Bachelor's degree in business administration or a related field and six years of relevant banking experience, particularly in credit and small business, or a master's degree in a relevant field and four years of related experience.
• Excellent knowledge of transactional banking and credit solutions.
• Strong knowledge of personal banking products and services and good knowledge of business banking solutions.
• Strong interpersonal and relationship-building skills.
• Ability to work autonomously and manage priorities independently.
• Advanced experience in an advisory or consulting environment.

Languages:

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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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?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?