Associé services bancaires
City : Calgary, Alberta
Category : Permanent Temps plein
Industry : Conseils et services en succursales
Employer : National Bank
National Bank Private Banking 1859 – Premium Banking Associate
Private Banking 1859 is part of the National Bank of Canada, headquartered in Quebec. Its boutique approach is unique in that it serves ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.
We strive to provide red carpet experience to all our clients and therefore look to attract professional candidates who are dedicated to the highest standards of customer service.
This is a hybrid position reporting to the Manager of Customer Services, Private Banking 1859.
Roles & Responsibilities
- Closely work and support the Premium Banking team by providing various administrative as well as customer service tasks assigned by the manager and/or the banker
- Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client
- Optimize customer interventions and actively identify sales opportunities
- Open commercial and personal accounts and perform various transactions on behalf of clients
- Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files
- Actively participate in bringing operational efficiency and necessary improvement to processes
- Identify all risks inherent to the Wealth Management sector's activities, including but not limited to Anti-Money Laundering, Cyber Security, and Compliance regulations.
In addition
- Provide clients with products or services that can meet their needs
- Preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center
- Ensure adherence to deadlines (loans, investments, interest income)
- Establish and maintain effective communication with the various stakeholders involved in the files
- Ability to work closely with affluent and influential clientele while displaying a high degree of poise and professionalism
- Ability to work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills
Requirements
- Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience
- In depth knowledge of banking, investment, and financial products
- Good knowledge of Microsoft 365
- Exceptional attention to details
- A dynamic, diligent, and effective person with a can-do attitude to exercise initiative and handle several tasks and changing priorities
- A strong communicator who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
- French language is an asset
What we offer
- Competitive compensation
- Individual and family benefit plans
- Wellness account
- Hybrid work environment
- A beautiful office located in the heart of downtown
- Management that supports your work and progression
- An inclusive and collaborative working environment, where everyone’s contribution is recognized and rewarded
- A growing team of highly specialized professionals in the industry, ready to provide coaching and mentorship
Tes avantages
En plus d’une rémunération concurrentielle, nous te proposons, dès ton embauche, une foule d’avantage flexibles pour favoriser ton bien-être et celui de ta famille.
* Programme santé et bien-être incluant de nombreuses options
* Assurance collective flexible
* Régime de retraite généreux
* Régime d’acquisition d’actions
* Programme d’aide aux employées et employés ainsi qu’à leur famille
* Services bancaires préférentiels
* Implication dans des initiatives communautaires
* Service de télémédecine
* Clinique virtuelle d’amélioration du sommeil
Ce sont quelques exemples qui te sont accessibles. Nous proposons une offre évolutive à l’affût des tendances, de tes besoins et de ceux de tes proches.
Nos environnements de travail dynamiques et nos outils de collaboration modernes favorisent une expérience employée agréable. Nous accordons une grande place aux idées des employées et employés. Que ce soit par nos sondages, ou encore par l’entremise de nos programmes, le dialogue en continu et le feedback sont encouragés.
L'humain d'abord
Nous sommes une banque à grandeur humaine qui se démarque par son audace, sa culture entrepreneuriale et sa passion pour les gens. Nous existons pour avoir un impact positif dans la vie des gens. Nos valeurs fondamentales de complicité, d’agilité et de pouvoir d’agir sont nos sources d’inspiration. L’inclusion est au cœur de nos engagements. Nous offrons un milieu de travail sans obstacle et accessible à l’ensemble des employées et employés.
Nous visons à procurer des mesures d’accessibilité lors du processus de recrutement. Si tu as besoin d'accommodement, n’hésite pas à nous en faire part lors de tes premiers échanges avec nous. Nous accueillons les candidates et candidats de tous horizons et nous aimerions savoir ce que tu peux ajouter à notre équipe.
Viens entreprendre tes ambitions avec nous !