Private Banker

NBC; Montreal; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Private Banker to enhance client relationships and provide tailored banking solutions. This role involves collaborating with wealth management advisors to identify business opportunities and deliver exceptional service. You will leverage your expertise in transactional banking and credit offerings to develop strategic financial plans that meet clients' needs. Join a dynamic team that values continuous learning and fosters a collaborative environment. If you are passionate about making a positive impact and thrive in a client-focused setting, this opportunity is perfect for you.

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

• 6+ years of banking experience or 4+ years with a master's degree.
• Excellent knowledge of transactional banking and credit offerings.

Responsibilities

• Recommend strategic financing solutions for wealth management clients.
• Develop banking relationships with wealth advisors and clients.
• Provide exemplary customer service and personalized experiences.

Skills

Accountability

Client-focused

Communication

Emotional Intelligence

Teamwork

Initiative

Learning Agility

Resiliency

Diversity & Inclusion

Driving Results

Education

Bachelor's degree in business administration

Master's degree in a relevant discipline

Job description

Area of Interest: Advisory services, Commercial banking

A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors of National Bank Financial.

This position reports to the Regional Vice President, Commercial & Private Banking 1859.

Your job:

• Recommend and implement strategic financing solutions adapted to the needs of clients of wealth management advisors of National Bank Financial.
• Develop the banking side of the clients of NBF wealth advisors by working closely with them.
• Take advantage of new business opportunities with wealth management advisors and position the offering of banking services according to the different packages available.
• Participate in identifying business potential for new clients.
• Act as a banking services expert to all team members.
• Rigorously apply processes and procedures in order to properly analyze customer needs and determine with them an integrated and profitable financial strategy.
• Provide exemplary customer service and provide them with a personalized experience.
• Contribute to growing the Portfolio and profitability by offering transactional banking and credit solutions appropriate to the clientele indicated by the team's wealth management advisors.
• Develop with the client a strategic action plan adapted to their situation and direct its implementation.
• Be responsible for the sustainability and profitability of the relationship with customers regarding their banking and financing needs.
• Establish constant communication with advisors in order to identify their needs and propose solutions allowing them to maximize business development opportunities with their clients.
• Integrate the appropriate specialists or stakeholders into the relationship to adequately respond to client needs.
• Ensure efficient and profitable management of the client portfolio under your responsibility.
• Interpret financial data in systems and submit financing and credit renewal applications.

Your team:

Within the Commercial & Private Banking 1859 sector, you are part of a team of experienced colleagues, and you report to the Regional Vice-President Commercial & Private Banking 1859. Our team stands out for its expertise in wealth management, its quality of delivery, its customer/employee experience, and the atmosphere of pleasure and collaboration.

We favor a variety of forms of continuous learning to enrich your development, in particular learning in action, training content made available to you, and working in collaboration with colleagues with diverse expertise and profiles.

Prerequisites:

• Bachelor's degree in business administration (or related field) and six (6) years of relevant experience as a banker (standard credit and small business), or master's degree in a relevant discipline and four (4) years of experience in a related field.
• Excellent knowledge of transactional banking and credit offerings.
• In-depth knowledge of personal banking products and services.
• Good knowledge of business banking products and services.
• Marked skills in interpersonal relationships.
• Ability to work independently without daily supervision.
• Advanced experience in consulting services.

Skills:

Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resiliency, Teamwork.

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?