Attendance Hybrid Job number 23501 Category Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 18-Nov-2024 Location : Calgary, Alberta City Calgary Province / State Alberta Area of Interest : Advisory services, Personal banking
National Bank Private Banking 1859 – Premium Banking Associate
Private Banking 1859 is part of the National Bank of Canada, headquartered in Quebec. Its boutique approach is unique in that it serves ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.
We strive to provide red carpet experience to all our clients and therefore look to attract professional candidates who are dedicated to the highest standards of customer service.
This is a hybrid position reporting to the Manager of Customer Services, Private Banking 1859.
Roles & Responsibilities
- Closely work and support the Premium Banking team by providing various administrative as well as customer service tasks assigned by the manager and / or the banker
- Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client
- Optimize customer interventions and actively 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, including but not limited to Anti-Money Laundering, Cyber Security, and Compliance regulations.
In addition
Provide clients with products or services that can meet their needsPreliminary 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 centerEnsure adherence to deadlines (loans, investments, interest income)Establish and maintain effective communication with the various stakeholders involved in the filesAbility to work closely with affluent and influential clientele while displaying a high degree of poise and professionalismAbility to work independently in a dynamic work environment through strong administration, organizational, planning, and time management skillsRequirements
Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experienceIn depth knowledge of banking, investment, and financial productsGood knowledge of Microsoft 365Exceptional attention to detailsA dynamic, diligent, and effective person with a can-do attitude to exercise initiative and handle several tasks and changing prioritiesA strong communicator who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective mannerFrench language is an assetWhat we offer
Competitive compensationIndividual and family benefit plansWellness accountHybrid work environmentA beautiful office located in the heart of downtownManagement that supports your work and progressionAn inclusive and collaborative working environment, where everyone’s contribution is recognized and rewardedA growing team of highly specialized professionals in the industry, ready to provide coaching and mentorshipLanguages : English
Skills
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Accountability Client-focused Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Resiliency 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.
Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinic These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first 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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal