National Bank Private Banking 1859 – Premium Banking Associate 

Private Banking 1859 is part of the National Bank of Canada, headquartered in Quebec. Its boutique approach is unique in that it serves ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.

We strive to provide red carpet experience to all our clients and therefore look to attract professional candidates who are dedicated to the highest standards of customer service.  

This is a hybrid position reporting to the Manager of Customer Services, Private Banking 1859.

Roles & Responsibilities

• Closely work and support the Premium Banking team by providing various administrative as well as customer service tasks assigned by the manager and/or the banker
• Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client
• Optimize customer interventions and actively 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, including but not limited to Anti-Money Laundering, Cyber Security, and Compliance regulations.

In addition 

• Provide clients with products or services that can meet their needs
• 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
• Ability to work closely with affluent and influential clientele while displaying a high degree of poise and professionalism
• Ability to work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills

 Requirements

•  Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience
• In depth knowledge of banking, investment, and financial products
•  Good knowledge of Microsoft 365
• Exceptional attention to details
• A dynamic, diligent, and effective person with a can-do attitude to exercise initiative and handle several tasks and changing priorities
• A strong communicator who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
• French language is an asset

What we offer

• Competitive compensation
• Individual and family benefit plans
• Wellness account
• Hybrid work environment
• A beautiful office located in the heart of downtown
• Management that supports your work and progression
• An inclusive and collaborative working environment, where everyone’s contribution is recognized and rewarded
• A growing team of highly specialized professionals in the industry, ready to provide coaching and mentorship