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Relational Private Banker

Attendance
Hybrid
Job number
23610
Category
Intermediate Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
29-Nov-2024
Location: Brossard, Quebec
City
Brossard
Province/State
Quebec
Area of Interest: Wealth management

A career as a Relationship Private Banker at the National Bank means acting as an expert with our wealthy clients.

Your job:

  • Identify and develop business opportunities for all of the services and products offered by the Bank and develop the market for high-end individual customers
  • Build a relationship of trust with customers
  • Manage a credit portfolio by rigorously applying the Bank's risk management standards
  • Guide clients adequately to achieve their financial goals
  • Help the Bank grow its share of wallet and increase its profitability by providing banking solutions to customers based on their profile and objectives
  • Be responsible for the sustainability of the relationship with clients and ensure the profitability of their portfolio
  • If necessary, involve appropriate specialists and parties in the relationship in order to adequately meet client needs
  • Interpret financial data using sophisticated analysis and submit financing and credit renewal applications
  • Negotiate conditions for files that comply with risk management standards and profitability criteria
  • Establish constant communication and meticulous monitoring with the account managers of Business Services and the Senior Investment Advisors of Private Banking 1859 in order to identify their needs and provide them with solutions allowing them to maximize business development opportunities to their customers
  • Provide exemplary service to clients and provide them with a client-centric experience that is consistent with the nine values of our wealth management service
  • Identify the risks inherent to the activities of the sector.

Your team :

Within the Commercial & Private Banking 1859 sector, you report to the Senior Director Private Banking 1859. Our team stands out for its expertise in the field and on the market.

Prerequisites:

  • Bachelor's degree related to the sector of activity and four years of relevant experience 
  • Be a collective savings representative (REC)
  • Experience in sales and customer service
  • Experience as an Advisor, Personal Finance
  • Knowledge of banking products and services
  • Impeccable customer service, business development and negotiation skills
  • Excellent interpersonal skills and ability to build strong business relationships
  • Accessibility, friendliness, proactivity, customer-centric attitude, agility and responsibility

Languages:
French

Skills

Accountability Client-focused Communication Credit Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Personal Banking Private Banking Resiliency Teamwork
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!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

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For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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Discover our culture

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
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Inclusive Environment

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