National Bank - Banking Associate Private Banking 1859
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 the 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 work closely with the senior executives.

This is a key position reporting to the Manager of Client Services, Private Banking 1859.
Roles & Responsibilities

• Closely work and support the Regional Vice President/Senior Private Banker by providing various administrative tasks as well as top-notch service to ultra-high net worth clients
• 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
• In addition:

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

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

Requirements:

• Completed a three-year college diploma or academic equivalent, related to industry and three years of relevant experience
• Knowledge of banking, investment, and financial products
• Knowledge of Microsoft 365
• Exceptional attention to detail
• Dynamic interpersonal skills with a can-do attitude to exercise initiative and handle several tasks and changing priorities
• Strong communication skills and can connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
• French language is an asset

Your benefits: 
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
•    Health and wellness program, including many options
•    Flexible group insurance
•    Generous pension plan
•    Employee Share Ownership Plan
•    Employee and Family Assistance Program
•    Preferential banking services
•    Initiatives promoting community involvement
•    Telemedicine service
•    Virtual sleep clinic