- Provide support to bankers or private bankers by ensuring administrative follow-up and customer service
- Ensure client satisfaction and loyalty by developing personalized, trust-based relationships
- Optimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needs
- Open business and personal files and perform various transactions on behalf of clients
- Ensure adherence to compliance and risk management rules
- Analyze financial information and tax structures for the processing of financing applications
- Ensure deadlines are met for multiple transactions
- Establish and maintain effective communication with the various parties involved in the files
- Completed college diploma or academic equivalent in a related field and three years of relevant experience
- Completed the Investment Funds in Canada Course
- Experience in personal and/or commercial credit
- Knowledge of banking, investment, and financing products
- Knowledge of Word and Excel
- Excellent customer service skills
- Outstanding sense of initiative and autonomy
- 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
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Banking associate - Trois-Rivières, QC, Canada - National Bank
Description
A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.
Your role:
Your team:
To serve distinctive clients in a market with strong potential, you'll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:
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