Private Banking Associate, Private Banking 1859

National Bank of Canada; Calgary; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

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

Job summary

National Bank of Canada is seeking a Private Banking Associate for Private Banking 1859. You will support Private Bankers, open accounts, and build personalized client relationships while identifying sales opportunities.

Required: a three-year college diploma and relevant experience; knowledge of banking products; strong attention to detail and communication skills. Hybrid work model; competitive compensation and career growth opportunities.

Qualifications

• Three-year college diploma or equivalent; related industry experience.
• Knowledge of banking, investments, and financial products.
• Strong attention to detail and excellent communication skills.

Responsibilities

• Support Private Bankers with administrative and client service tasks.
• Develop personalized client relationships to ensure satisfaction and loyalty.
• Identify sales opportunities and optimize client interventions.
• Open commercial and personal accounts; perform transactions for clients.
• Monitor client files to improve efficiency and accuracy.
• Contribute to process improvements and manage risks in Wealth Management.
• Provide product/service recommendations meeting client needs.
• Prepare financial information and tax structures for financing requests.

Skills

Accountability

Client-focused

Communication

Driving Results

Empathy

Humility

Initiative

Teamwork

Education

Three-year college diploma or equivalent

Tools

Microsoft 365

Job description

National Bank – Private Banking Associate, Private Banking 1859 . 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. 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.

Languages: English

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

Your benefits

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
• 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 stride at 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!