National Bank Private Banking Associate

Discover an exciting career as a Private Banking Associate at National Bank with a hybrid work model. Deliver exceptional service to ultra-high net worth clients while managing their financial needs.

In this full-time position at Private Banking 1859, you will be responsible for assisting Private Bankers and ensuring personalized experiences for clients.

Your role will involve opening accounts, performing transactions, and maintaining client files meticulously to enhance operational efficiency. Your ability to communicate effectively and demonstrate initiative in a dynamic environment will be essential to your success.

Key Responsibilities:

• Support the administrative functions of Private Bankers

• Ensure client satisfaction through personalized service

• Open and conduct transactions for personal and business accounts

• Track client files for accuracy and compliance

• Coordinate with various stakeholders involved in client services

Requirements:

• Relevant three-year college diploma or academic equivalent

• Minimum three years of experience in financial services

• In-depth knowledge of banking products and solutions

• Advanced skills in Microsoft 365

• Strong organizational and communication skills

Utilize your financial acumen and customer focus at National Bank as a Private Banking Associate.
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