Elevate your career with National Bank as a Private Banking Associate. Support ultra-high net worth clients by providing exceptional service and optimizing banking experiences in a hybrid work workplace.
As a Private Banking Associate in Private Banking 1859, you will assist Private Bankers with administrative duties and enhance customer loyalty through personalized relationships. This role emphasizes optimizing client interactions while identifying potential sales opportunities and meticulously monitoring client files.
Key Responsibilities:
• Support Private Bankers with various administrative tasks
• Ensure customer satisfaction through personalized engagement
• Optimize interventions to identify sales opportunities
• Open accounts and transact on behalf of clients
• Monitor compliance and risk in Wealth Management activities
Requirements:
• Three-year college diploma with three years of experience
• Knowledge of banking and investment products
• Proficiency in Microsoft 365
• Robust attention to detail and communication skills
• Ability to manage multiple tasks in a dynamic workplace
Bring your expertise to elevate the client experience at National Bank.
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📌 Private Banking Associate At National Bank Alberta
🏢 National Bank of Canada
📍 Alberta
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