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 24,000 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.

• 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.