National Bank Operations Agent

Support National Bank clients and colleagues as an Operations Agent using administrative expertise, customer service, and practical Microsoft Office skills.

At National Bank Financial – Wealth Management, you will support investment advisors and report to the Regional Manager. Your work will include welcoming clients, managing communications, coordinating meeting spaces, and completing daily administrative activities. You will follow Bank policies, standards, and procedures while working with internal and external partners.

• Welcome branch clients and direct them to appropriate resources
• Deliver customer service in person, by phone, and email
• Maintain welcoming, professional common spaces
• Manage conference and meeting room schedules
• Complete mail, deposits, documents, reports, and supply orders

• High school diploma with 2½ years relevant experience
• Or college diploma with six months relevant experience
• Practical knowledge of Excel, Word, and Outlook
• Ability to adapt to change and work under pressure
• Organizational and priority management skills

Bring administrative coordination, client service, and organizational skills to support National Bank Financial’s investment advisor team.