Join minds a free decentralized social media. Make free money

New Job Banking Associate Private Banking 1859 In British Columbia

Banking Associate Private Banking 1859
Banking Associate Private Banking 1859

Banking Associate Private Banking 1859

Company : National Bank of Canada
Salary : Details not provided
Location : British Columbia

Full Description

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