Banking associate

Overview

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.

Your role

• Provide support to bankers or private bankers by ensuring administrative follow-up and customer service
• Ensure client satisfaction and loyalty by developing personalized, trust-based relationships
• Optimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needs
• Open business and personal files and perform various transactions on behalf of clients
• Ensure adherence to compliance and risk management rules
• Analyze financial in...