Join National Bank's Private Banking 1859 as a Customer Service Expert. Focus on providing elite banking services to affluent clients while fostering strong relationships in a team-oriented atmosphere.
In the role of Customer Service Expert, you will play a vital part in supporting Private Bankers to ensure optimal client satisfaction and loyalty. You will engage in various customer service tasks, open accounts, and monitor client files for efficiency. Your proactive approach will identify risks and sales potential to enhance the overall banking experience.
Key Responsibilities:
• Assist in various administrative tasks for Private Bankers
• Build personalized relationships with clients
• Identify sales opportunities during customer interactions
• Handle account openings and transactions diligently
• Ensure adherence to deadlines and financial standards
Requirements:
• Completed three-year college diploma with relevant experience
• Strong knowledge of financial products and banking
• Expertise in Microsoft 365 and detail-oriented skills
• Exceptional communication abilities in a fast-paced environment
• Capacity for managing multiple tasks proficiently
Help shape exceptional banking experiences with your skills at National Bank.
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📌 Customer Service Expert for Private Banking (Alberta)
🏢 National Bank of Canada
📍 Alberta
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