Private Banking Associate at National Bank

Elevate your career with National Bank as a Private Banking Associate in a hybrid role. Support ultra-high net worth clients while delivering top-tier customer service and financial solutions.

In this permanent full-time role, you will provide essential administrative and customer service support to Private Bankers at Private Banking 1859. Your responsibilities will include optimizing customer satisfaction, identifying sales opportunities, and managing client files with precision. Leverage your knowledge of banking products and strong communication skills to build personalized relationships with clients.

Key Responsibilities:

• Support Private Bankers through various administrative tasks

• Develop tailored banking solutions for client needs

• Open personal and commercial accounts efficiently

• Monitor client files for accuracy and compliance

• Ensure effective communication with all stakeholders involved

Requirements:

• Three years of relevant experience in banking or financial services

• Strong knowledge of banking and investment products

• Exceptional attention to detail and organizational skills

• Proficiency in Microsoft 365 applications

• Dynamic, adaptable, and strong communication abilities

Bring your financial expertise and customer-focused approach to enhance client relationships at National Bank.
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