Banking Associate Private Banking 1859 - Vancouver, Canada - National Bank of Canada

National Bank of Canada

Verified Company

Vancouver, Canada

2 days ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Primary Locations:

Vancouver, British Columbia**:

Attendance:

Hybrid**:

Employee Status:

Regular**:

Schedule:

Full-time**:
National Bank - Banking Associate Private Banking 1859

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.

This is a key position reporting to the Manager of Client Services, Private Banking 1859.
Roles & Responsibilities

Closely work and support the Regional Vice President/Senior Private Banker by providing various administrative tasks as well as topnotch service to ultrahigh net worth 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 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

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.

Requirements:

Completed a threeyear college diploma or academic equivalent, related to industry and three years of relevant experience
Knowledge of banking, investment, and financial products
Knowledge of Microsoft 36
Exceptional attention to detail
Dynamic interpersonal skills with a cando 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

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.

Ready to live your ambitions?