Private Banking Associate: Elite Client Service

National Bank; Edmonton; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

A leading financial institution in Edmonton is seeking a dedicated professional for a full-time role in Private Banking. The ideal candidate will support client services, maintain customer satisfaction, and manage financial transactions. Requires a completed diploma and three years of relevant experience. The position offers a hybrid work environment, emphasizing customer service excellence and operational efficiency.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Telemedicine service

Virtual sleep clinic

Qualifications

• Three years of relevant experience in banking or finance.
• Knowledge of banking, investment, and financing products.

Responsibilities

• Support the Private Banker with administrative tasks.
• Ensure customer satisfaction through personalized relationships.
• Identify sales opportunities and optimize customer interventions.
• Open commercial and personal accounts for clients.
• Monitor client files rigorously for efficiency.

Skills

Communication

Driving Results

Teamwork

Accountability

Client-focused

Empathy

Initiative

Humility

Education

Three-year college diploma or equivalent

Job description

A leading financial institution in Edmonton is seeking a dedicated professional for a full-time role in Private Banking. The ideal candidate will support client services, maintain customer satisfaction, and manage financial transactions. Requires a completed diploma and three years of relevant experience. The position offers a hybrid work environment, emphasizing customer service excellence and operational efficiency.