Private Banking Associate

Step into a rewarding role as an Associate Private Banker in Vancouver, British Columbia. You'll deliver excellent customer service and support client relationships through strategic advice and account management.

This position calls for a passionate individual ready to manage retail and small business banking solutions. Your responsibilities will encompass onboarding clients, providing tailored recommendations, and recognizing opportunities to enhance client relationships. Compliance and effective operation within the Private Banking Unit are also key components of this role, ensuring a high standard of service delivery.

Key Responsibilities:

• Manage client relationships with exceptional service

• Provide expert knowledge of Bank products and services

• Assist in client onboarding and recommending solutions

• Identify opportunities to expand existing client relationships

• Participate in credit management of designated portfolios

Requirements:

• Thorough knowledge of retail banking products and credit principles

• University or community college degree

• Ability to engage with affluent clientele

• Customer-centric with effective consultative skills

• Meet the financial planning proficiency standard

Bring your skills in banking and relationship management to make a significant impact on clients' lives in Vancouver.
#J-18808-Ljbffr