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Title posted on Jobillico - Banking Associate
Posted on December 19, 2024 by Employer details National Bank
Job details
<p>A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients. </p> <p><strong>Your role: </strong></p> <ul> <li>Provide support to bankers or private bankers by ensuring administrative follow-up and customer service</li> <li>Ensure client satisfaction and loyalty by developing personalized, trust-based relationships</li> <li>Optimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needs</li> <li>Open business and personal files and perform various transactions on behalf of clients</li> <li>Ensure adherence to compliance and risk management rules</li> <li>Analyze financial information and tax structures for the processing of financing applications</li> <li>Ensure deadlines are met for multiple transactions</li> <li>Establish and maintain effective communication with the various parties involved in the files</li> </ul> <p><strong>Your team:</strong></p> <p>To serve distinctive clients in a market with strong potential, you?ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to thed Director, Private Banking 1859.</p> <p>We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.</p> <p><strong>Prerequisites:</strong></p> <ul> <li>Completed college diploma or academic equivalent in a related field and three years of relevant experience</li> <li>Completed the Investment Funds in Canada Course</li> <li>Experience in personal and/or commercial credit</li> <li>Knowledge of banking, investment, and financing products</li> <li>Knowledge of Word and Excel</li> <li>Excellent customer service skills </li> <li>Outstanding sense of initiative and autonomy</li> </ul> <strong>Your benefits</strong><div><br></div><div>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.</div><div><ul><li>Health and wellness program, including many options</li><li>Flexible group insurance</li><li>Generous pension plan</li><li>Employee Share Ownership Plan</li><li>Employee and Family Assistance Program</li><li>Preferential banking services</li><li>Opportunities to get involved in community initiatives</li><li>Telemedicine service</li><li>Virtual sleep clinic</li></ul></div><div>These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. </div><div><br></div><div>Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees? ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.</div><div><br></div><div><strong>We're putting people first</strong></div><div><br></div><div>We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. </div><div><br></div><div>We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversati- LocationMontréal, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #14360298
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