Private Banking Associate, Private Banking 1859

Hybrid

Job number

34494

Category

Professional

Status: Permanent

Schedule: Full-Time

23-Jul-2026

Area(s) of interest: Advisory services, Personal banking

Your Role

• Support the Private Bankers 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.
• 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.

Your Team:

Private Banking 1859 is part of National Bank of Canada – an award-winning employer, headquartered in Montreal with over 21,000 employees. This position reports to the Manager Customer Service, Private Banking 1859. We offer a competitive compensation package, including salary, bonus, and vacation. Our employees benefit from a range of health and wellness initiatives, including telemedicine, a hybrid work model, and fitness reimbursement.

You’ll be part of an inclusive and collaborative environment where contributions are recognized and career growth is actively supported. Our team is made up of highly specialized professionals who are committed to mentorship, knowledge-sharing, and helping each other succeed.

Prerequisites

• 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.

Languages

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Communication Driving Results Teamwork Accountability Client-focused Empathy Initiative Humility

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 such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

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