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Premium Banking Associate
Apply now Job ID 45910514656 Date posted 03/13/2023Primary Locations: Vancouver, British Columbia
Attendance: Hybrid
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 the 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 work closely with the senior executives.
This is a hybrid position reporting to the Manager of Client Services, Private Banking 1859.
Roles & Responsibilities
- Closely work and support three Premium Bankers by providing various administrative tasks as well as top-notch service to high value clients
- 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 personal accounts and perform various transactions on behalf of the clients
- Actively participate in bringing operational efficiency and necessary improvement to processesIdentify 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 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 and partners involved in the files
- Displaying a high degree of poise and professionalism
- Work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.
Competencies required :
- Completed a 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
- Bilingualism (English and French) required, as you will frequently serve clients who speak a language other than French
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
• Initiatives promoting community involvement
• 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 accommodations, feel free to let us know during your first conversations with us.
We welcome all candidates! What can you bring to our team?
Ready to live your ambitions?