Banking associate
Top Benefits
About the role
Banking associate
A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.
Your role:
- Provide support to bankers or private bankers by ensuring administrative follow-up and customer service
- Ensure client satisfaction and loyalty by developing personalized, trust-based relationships
- Optimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needs
- Open business and personal files and perform various transactions on behalf of clients
- Ensure adherence to compliance and risk management rules
- Analyze financial information and tax structures for the processing of financing applications
- Ensure deadlines are met for multiple transactions
- Establish and maintain effective communication with the various parties involved in the files
Your team:
To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Banking Manager, Private Banking 1859.
Prerequisites:
- Completed college diploma or academic equivalent in a related field and three years of relevant experience
- Completed the Investment Funds in Canada Course
- Experience in personal and/or commercial credit
- Knowledge of banking, investment, and financing products
- Knowledge of Word and Excel
- Excellent customer service skills
- Outstanding sense of initiative and autonomy
Languages:
- French
Skills
- Communication
- Driving Results
- Teamwork
- Accountability
- Client-focused
- Empathy
- Initiative
- Humility
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
Banking associate
Top Benefits
About the role
Banking associate
A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.
Your role:
- Provide support to bankers or private bankers by ensuring administrative follow-up and customer service
- Ensure client satisfaction and loyalty by developing personalized, trust-based relationships
- Optimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needs
- Open business and personal files and perform various transactions on behalf of clients
- Ensure adherence to compliance and risk management rules
- Analyze financial information and tax structures for the processing of financing applications
- Ensure deadlines are met for multiple transactions
- Establish and maintain effective communication with the various parties involved in the files
Your team:
To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Banking Manager, Private Banking 1859.
Prerequisites:
- Completed college diploma or academic equivalent in a related field and three years of relevant experience
- Completed the Investment Funds in Canada Course
- Experience in personal and/or commercial credit
- Knowledge of banking, investment, and financing products
- Knowledge of Word and Excel
- Excellent customer service skills
- Outstanding sense of initiative and autonomy
Languages:
- French
Skills
- Communication
- Driving Results
- Teamwork
- Accountability
- Client-focused
- Empathy
- Initiative
- Humility
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.