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Premium Banker

Apply now Job ID 36761936272 Date posted 09/23/2022

Primary Locations: Victoria, British Columbia

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time

A career at National Bank Financial (NBF) Wealth Management means participating in the transformation to have a direct impact on the client. As a Premium Banker you are acting as a seasoned specialist in transactional banking and credit solutions for the clients of National Bank Financial (NBF) Wealth Management advisors.  You are committed to providing exceptional customer service.

Specifically, we are looking to expand our team and are looking for a total of 3 premium bankers to work with our NBF advisors in the following regions:

  • Victoria
  • White Rock
  • Kelowna

These positions will report to the Regional Vice President, Private Banking 1859.

You will work directly from the NBF branch so that you can interact with the advisors and their clients daily.

Your role

  • Recommend and implement strategic financing solutions tailored to the needs of National Bank Financial mass affluent clients
  • Take advantage of new business opportunities with wealth management advisors and position the banking services offer
  • Participate in the identification of new client’s business potential
  • Act as a banking expert to NBF advisors
  • Rigorously apply processes and procedures to properly analyze client needs and determine with them an integrated and profitable financial strategy
  • Always provide exemplary customer service and a personalized customer experience

Specifically, you will to

  • Contribute to growing the Bank's share of wallet and profitability by providing appropriate transactional banking and credit solutions to clients referred by region’s NBF Wealth Advisors
  • Develop and lead the implementation of a strategic action plan with the client tailored to their situation
  • Be responsible for the sustainability and profitability of the client relationship with respect to their banking and financing needs
  • Establish ongoing communication with advisors to identify their needs and propose solutions to maximize business development opportunities with their clients
  • Follow up with potential clients and seize opportunities to refer them to advisors and provide them with complementary offers
  • Integrate the appropriate specialists or stakeholders into the relationship to adequately meet the needs of the clients
  • Ensure effective and efficient management of the client portfolio under your responsibility
  • Interpret financial data and submit financing and credit renewal requests
  • Negotiate the terms and conditions of authorized credits, ensuring that they meet risk management standards and profitability criteria

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

  • Bachelor's degree in Business Administration (or related field) and six (6) years of relevant experience or master’s degree in a relevant discipline and four (4) years of experience in a related field
  • Excellent knowledge of transactional banking and credit
  • Strong knowledge of retail banking products and services
  • Strong interpersonal skills
  • Advanced experience in advisory services

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?


JobField: Wealth Management

Unposting Date: 2022-10-03

Job Number: ADV0025S

Posting Date: 2022-09-23

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