Technical Advisor - CDC Account opening

Banque Nationale du Canada; Montreal (administrative region); Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank in Montreal seeks a Capital Markets Operations professional to handle account openings, updates, and data integrity within transaction systems. You’ll respond to client inquiries with professionalism and help optimize processes for efficiency and risk control.

The role emphasizes collaboration within a nine-person team, with structured training and clear career progression, across a dynamic Capital Markets environment.

Qualifications

• Bachelor’s degree in a related field or a college diploma (DEC) with three years of relevant experience.
• Strong analytical and problem-solving skills.
• Good knowledge of Microsoft Office applications.
• Ability to work effectively under pressure while maintaining speed and accuracy.
• Diversity and Inclusion; Teamwork; Cybersecurity; Empathy; Initiative; Learning Agility; Resilience.

Responsibilities

• Perform account openings and updates in Capital Markets systems in line with policies.
• Process a high volume of requests meeting SLAs.
• Respond to client and stakeholder inquiries with professionalism.
• Identify user needs and optimize processes while maintaining quality.
• Ensure data accuracy in operational systems.
• Contribute to performance analysis of tools, systems and processes.

Skills

Bachelor’s degree or DEC with 3 years’

Analytical ability

Microsoft Office

Under pressure

French language proficiency

Education

Bachelor’s degree or DEC (Quebec) + 3 years relevant experience

Tools

Microsoft Office

Job description

A career in Capital Markets Operations at National Bank means leveraging your expertise to support the evolution and execution of the Capital Markets business strategy. It is a role that allows you to pursue your ambitions through collaboration and empowerment. Through your involvement in various processes related to the Counterparty Documentation Center - Account Opening, you will contribute to the Bank's transformation.

Your Role

• Perform various account openings and updates in Capital Markets transaction systems in accordance with established policies, standards, and procedures.
• Process a high volume of requests while meeting established service level agreements (SLAs).
• Respond effectively to client and stakeholder inquiries by providing professional and courteous service.
• Identify user needs, assess issues, and make recommendations to optimize processes while maintaining a high level of service quality.
• Ensure the accuracy of data and transactions within operational systems.
• Contribute to the analysis of the performance of tools, systems, and processes.

Please note that, to meet our clients' needs, this position operates from 9:30 a.m. to 5:30 p.m.

Your Team

Join a dynamic team of nine professionals who are committed to making a meaningful impact on the success of both the Bank and Capital Markets. The team's mission is to contribute to the success of Capital Markets through best-in-class operational expertise and sound risk management.

Our training programs are built on experiential learning, allowing you to develop and master your profession. Customized learning content is available to support your continuous development. Working alongside colleagues with diverse expertise, backgrounds, and experiences will further enrich your professional growth.

This role offers a clearly defined career development path, providing opportunities to grow within your position, progress through various levels of responsibility, and advance your career.

Qualifications

• Bachelor's degree in a related field OR a college diploma (DEC) with three years of relevant experience.
• Strong analytical and problem-solving skills.
• Good knowledge of Microsoft Office applications.
• Ability to work effectively under pressure while maintaining speed and accuracy.
• Diversity and Inclusion
• Teamwork
• Cybersecurity
• Empathy
• Initiative
• Learning Agility
• Resilience

Languages:

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

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Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency

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
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• 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?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?