Banking Associate
at National Bank of Canada
Vancouver, BC, Canada -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 19 Jan, 2025 | Not Specified | 20 Oct, 2024 | 3 year(s) or above | Communication Skills,Microsoft,Investment,Interpersonal Skills,Writing | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.
Private Banking 1859 is part of National Bank of Canada – an award-winning employer, headquartered in Montreal with over 21,000 employees.
We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.
This position reports to the Manager of Client Services, Private Banking 1859.
REQUIREMENTS:
- Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience.
- Knowledge of banking, investment, and financial products
- Knowledge of Microsoft 365
- Exceptional attention to detail
- Dynamic interpersonal skills with a can-do attitude to exercise initiative and handle several tasks and changing priorities.
- Strong communication skills and can connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
- French language is an asset.
Responsibilities:
- Closely work and support the Senior Private Banker/Vice President by providing various administrative as well as customer service tasks assigned by the manager.
- Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client.
- Optimize customer interventions and 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.
REQUIREMENT SUMMARY
Min:3.0Max:8.0 year(s)
Banking/Mortgage
Banking / Insurance
BFSI
Diploma
Proficient
1
Vancouver, BC, Canada