Private Banking Associate

National Bank of Canada; Vancouver; Hybrid; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee assistance program

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada’s Private Banking 1859 team in Vancouver seeks a dedicated administrator to support Private Bankers. You will handle administrative tasks, open accounts, and help manage client relationships while ensuring accuracy and high service standards.

You will contribute to process efficiency, monitor client files, and work with affluent clients in a fast-paced environment. Fluency in French is an asset; hybrid work is available.

Qualifications

• Completed three-year college diploma or academic equivalent with three years of relevant experience.
• Knowledge of banking, investment and financial products.
• Knowledge of Microsoft 365.
• Exceptional attention to detail.
• Dynamic interpersonal skills with a can-do attitude to handle several tasks and changing priorities.
• Strong communication skills with customers and related teams in writing and speaking.
• French language is an asset.

Responsibilities

• Support the Private Bankers by providing administrative and customer service tasks.
• Develop personalized relationships to ensure client satisfaction and loyalty.
• Identify sales opportunities and optimize customer interventions.
• Open commercial and personal accounts and perform transactions for clients.
• Monitor client files to improve administrative and financial efficiency.
• Suggest operational improvements to processes and drive efficiency.
• Identify risks inherent to Wealth Management activities and manage accordingly.
• Provide clients with suitable products and services meeting their needs.
• Prepare and verify financial information and tax structures for financing requests.
• Ensure deadlines for loans, investments and interest income are met.
• Communicate effectively with stakeholders involved in files.
• Interact with affluent clients with poise and professionalism.
• Work independently in a dynamic environment with strong organization and time management.

Skills

Accountability

Client-focused

Communication

Driving Results

Empathy

Humility

Initiative

Teamwork

Education

Three-year college diploma

Tools

Microsoft 365

Job description

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.

Your Role

• Support the Private Bankers 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

Private Banking 1859 is part of National Bank of Canada – an award-winning employer, headquartered in Montreal with over 21,000 employees.

This position reports to the Manager Customer Service, Private Banking 1859.

We offer a competitive compensation package, including salary, bonus, and vacation, along with a modern office located in the heart of Vancouver’s luxury corridor on Alberni Street. Our employees benefit from a range of health and wellness initiatives, including telemedicine, a hybrid work model, and fitness reimbursement.

You’ll be part of an inclusive and collaborative environment where contributions are recognized and career growth is actively supported. Our team is made up of highly specialized professionals who are committed to mentorship, knowledge-sharing, and helping each other succeed.

Prerequisites

• Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience.
• Knowledge of banking, investment, and financial products.
• Knowledge of Microsoft 365.
• Exceptional attention to detail.
• Dynamic interpersonal skills with a can-do attitude to exercise initiative and handle several tasks and changing priorities.
• Strong communication skills and can connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner.
• French language is an asset.

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.

Your Role

• Support the Private Bankers 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

Private Banking 1859 is part of National Bank of Canada – an award-winning employer, headquartered in Montreal with over 21,000 employees.

This position reports to the Manager Customer Service, Private Banking 1859.

We offer a competitive compensation package, including salary, bonus, and vacation, along with a modern office located in the heart of Vancouver’s luxury corridor on Alberni Street. Our employees benefit from a range of health and wellness initiatives, including telemedicine, a hybrid work model, and fitness reimbursement.

You’ll be part of an inclusive and collaborative environment where contributions are recognized and career growth is actively supported. Our team is made up of highly specialized professionals who are committed to mentorship, knowledge-sharing, and helping each other succeed.

Prerequisites

• Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience.
• Knowledge of banking, investment, and financial products.
• Knowledge of Microsoft 365.
• Exceptional attention to detail.
• Dynamic interpersonal skills with a can-do attitude to exercise initiative and handle several tasks and changing priorities.
• Strong communication skills and can connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner.
• French language is an asset.

Languages: English

Required skills: Accountability, Client-focused, Communication, Driving Results, Empathy, Humility, Initiative, Teamwork

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• 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?

Join us!