Banking Associate, Private Banking 1859

National Bank of Canada


Date: 1 day ago
City: Vancouver, BC
Contract type: Full time

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 Senior Private Banker/Vice President 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.
  • Canadian Investment Funds Course (CIFC), preferred.
  • Experience in personal and/or commercial credit.
  • Knowledge of banking, investment, and financing products.
  

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
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic 
 
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 
 
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're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.  
 
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! What can you bring to our team? 
 
Come live your ambitions with us!

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