Banking associate (Hybrid)

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 Vice-President, 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