This position reports to the Regional Vice-President, Private Banking 1859.

Your main challenges:

• Support the Private Banker by providing administrative follow-up and value-added customer service
• 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 files and perform various transactions on behalf of clients
• Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files
• The candidate needs to be able to identify all risks inherent to the Wealth Management sector's activities.

More specifically, you will have to:

• Provide clients with products or services that can meet their needs
• 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
• Write and/or verify letters of offer and guarantees (individual and business records)
• Ensure adherence to deadlines (loans, investments, interest income)
• Establish and maintain effective communication with the various stakeholders involved in the files
• Establish a relationship of trust with clients, in concert with the Private Banker

• Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience
• Canadian Investment Funds course completed
• Experience in particular and/or commercial credit
• Knowledge of banking, investment and financial products
• Knowledge of Bank applications (FCC, TIP, Hyp., GB Fund, etc.)
• Knowledge of Word and Excel
• Propensity to provide exceptional customer service
• Demonstrate a good sense of initiative and a good level of autonomy
• Bilingualism (spoken / written) French and English