Banking Services Associate (Hybrid)
Apply with your own terms
Private Banking 1859 offers a high-end, boutique experience to affluent clients with personal and business banking, as well as wealth management, estate, and tax planning needs. As part of the National Bank of Canada, an award-winning employer based in Montreal with over 24,000 employees, we are seeking a professional candidate committed to the highest standards of customer service to join our team. Responsibilities: - Support senior private bankers and VPs by performing various assigned administrative and customer service tasks. - Ensure client satisfaction by developing personalized relationships. - Optimize client interactions and identify sales opportunities. - Open business and personal accounts and perform various transactions. - Enhance administrative and financial operations by ensuring diligent follow-up of client files. - Actively participate in operational efficiency and process improvements. - Identify inherent risks in wealth management sector activities. - Propose suitable products or services to clients. - Perform preliminary analyses and manage financial and tax information for credit requests. - Maintain effective communication with stakeholders and work closely with affluent clients, demonstrating professionalism.
Join Private Banking 1859, a part of the award-winning National Bank of Canada, offering high-end services to affluent clients. Work in a dynamic and flexible environment focused on employee well-being with opportunities for growth and an inclusive culture. ? Enjoy a variety of benefits including health and wellness programs, flexible insurance, and retirement plans, all with a focus on personal and professional balance. ? Collaborate with a passionate team dedicated to customer excellence and innovation. ?
Job offer are open to all, without discrimination and in gender equality.
Throughout the website, gender-specific terms may be used in order to ease the text flow.
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