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Banking Associate Private Banking 1859

Apply now Job ID 31330759008 Date posted 06/21/2022

Primary Locations: Vancouver, British Columbia

Attendance: On-site

Employee Status: Regular

Schedule: 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.

Roles & Responsibilities

  • Closely work and 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

In addition:

  • 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

Requirements:

  • Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience
  • Knowledge of banking, investment, and financial products
  • Knowledge of Microsoft 365
  • Exceptional attention to detail
  • Dynamic interpersonal skills with a can-do attitude to exercise initiative and handle several tasks and changing priorities
  • Strong communication skills and can 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 salary, bonus, and vacation
  • A beautiful office located in the heart of the luxury corridor of the Alberni Street
  • Currently offering a variety of health and wellness-based initiatives, like telemedicine, hybrid working from the home model, and fitness reimbursement
  • Management that supports your work and career 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 mentorship

JobField: Wealth Management

Unposting Date: 2022-07-13

Job Number: SUP001BR

Posting Date: 2022-06-21

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