Banking associate

A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

Your role:

• Provide support to bankers or private bankers by ensuring administrative follow-up and customer service
• Ensure client satisfaction and loyalty by developing personalized, trust-based relationships
• Optimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needs
• Open business and personal files and perform various transactions on behalf of clients
• Ensure adherence to compliance and risk management rules
• Analyze financial information and tax structures for the processing of financing applications
• Ensure deadlines are met for multiple transactions
• Establish and maintain effective communication with the various parties involved in the files

Your team:

To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Banking Manager, Private Banking 1859.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

• Completed college diploma or academic equivalent in a related field and three years of relevant experience
• Completed the Investment Funds in Canada Course
• Experience in personal and/or commercial credit
• Knowledge of banking, investment, and financing products
• Knowledge of Word and Excel
• Excellent customer service skills
• Outstanding sense of initiative and autonomy