Banking Associate

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Private Banking 1859 provides a boutique, red carpet experience to ultra‑high net worth clients with personal banking, business needs, wealth management, estate, and tax planning. 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 of Client Services, Private Banking 1859.

Your Job

• Support the Private Banker by providing various administrative and 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 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

To effectively serve this distinctive clientele in a high‑potential market, you are part of a passionate, committed, and dedicated team. You work closely with members of the sector and report to the Manager of Client Services, Private Banking 1859.

We aim to offer you maximum flexibility in your work to support your quality of life. This includes hybrid work arrangements (both in‑office and remote), flexible scheduling to balance professional and personal life, and flexible time off during moments that matter.

Requirements

Your Benefits

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 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!

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