Banking Associate, Private Banking 1859 (Hybrid)

Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as 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.

We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.

This position reports to the Manager of Client Services, Private Banking 1859.

Your Job:

• Support the Private Banker by providing various administrative as well as 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 the 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:

• A completed three-year college diploma or equivalent academic background related to the field of activity, along with three years of relevant experience.
• Knowledge of banking, investment, and financing products.