A career as a Relationship Private Banker in the Montreal team at the National Bank means acting as an experienced specialist in transactional banking and credit solutions for the clients.

We want to increase our team by having a banker exclusively dedicated to our customers to offer them an unrivaled service offering.

Your job:

• Recommend and implement strategic financing solutions adapted to the needs of clients of wealth management advisors of National Bank Financial.

• Take advantage of new business opportunities with wealth management advisors and position the offering of banking services according to the different packages available.

• Participate in identifying business potential for new clients.

• Act as a banking services expert to all team members.

• Rigorously apply processes and procedures in order to properly analyze customer needs and determine with them an integrated and profitable financial strategy.

• Provide exemplary customer service and provide them with a personalized experience.

• Contribute to growing the Portfolio and profitability by offering transactional banking and credit solutions appropriate to the clientele indicated by the team's wealth management advisors.

• Develop with the client a strategic action plan adapted to their situation and direct its implementation.

• Establish constant communication with advisors in order to identify their needs and propose solutions allowing them to maximize business development opportunities with their clients.

• Integrate the appropriate specialists or stakeholders into the relationship to adequately respond to client needs.

• Interpret financial data in systems and submit financing and credit renewal applications.

Your team :

Within the Commercial & Private Banking 1859 sector, you are part of a team of experienced colleagues. Our team stands out for its expertise in wealth management, its quality of delivery, its customer/employee experience, the atmosphere of pleasure and collaboration.

We favor a variety of forms of continuous learning to enrich your development, in particular learning in action, training content made available to you and working in collaboration with colleagues with diverse expertise and profiles.

Prerequisites:

• Bachelor's degree related to the sector of activity and four years of relevant experience OR Master's degree related to the sector of activity and two years of relevant experience OR University certificate/PUB 1st cycle and six years of relevant experience
• Practical experience in personal credit and residential financing is preferred.
• Excellent knowledge of transactional banking and credit offerings.
• Experience as an Advisor, Personal Finance
• Knowledge of banking products and services
• Excellent interpersonal skills and ability to build strong business relationships
• Accessibility, friendliness, proactivity, customer-centric attitude, agility and responsibility
• Experience in sales and customer service
• Be a collective savings representative (REC) (Asset)