Private Banking Associate: Elite Client Advisory

Banque Nationale du Canada; Calgary; Hybrid; CAD 65,000 - 95,000; 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 Banking Associate for Private Banking 1859 to support Private Bankers with administrative tasks and client relationship management. The role focuses on personalized service, identifying sales opportunities, and maintaining accurate client files.

Based in Calgary with a hybrid work model, the position reports to the Manager Customer Service, Private Banking 1859. A three-year diploma and relevant experience are required, along with knowledge of banking products

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication

Driving Results

Teamwork

Accountability

Client-focused

Empathy

Initiative

Humility

Education

Three-year college diploma or academic equivalent

Tools

Microsoft 365

Job description

National Bank is seeking a Private Banking Associate for Private Banking 1859 to support Private Bankers with administrative tasks and client relationship management. The role focuses on personalized service, identifying sales opportunities, and maintaining accurate client files.

Based in Calgary with a hybrid work model, the position reports to the Manager Customer Service, Private Banking 1859. A three-year diploma and relevant experience are required, along with knowledge of banking products