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Banking Associate Private Banking 1859
Apply now Job ID 31330759008 Date posted 06/21/2022Primary 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