Hybrid Private Banking Associate Role (Alberta)

Hybrid Private Banking Associate Role (Alberta)

23 Aug
|
Banque Nationale du Canada
|
Alberta

23 Aug

Banque Nationale du Canada

Alberta

Join National Bank as a Private Banking Associate, where hybrid work meets exceptional client service. Work with ultra-high net worth clients, providing personalized banking solutions.

This full time, permanent position involves supporting Private Bankers in delivering premier advisory services at Private Banking 1859. You will play a key role in ensuring customer satisfaction by developing strong client relationships and identifying sales opportunities. Utilize your banking product knowledge and customer service expertise to facilitate smooth financial transactions and monitor client files rigorously.

Key Responsibilities:
• Assist Private Bankers with various administrative duties
• Build trusted relationships with high-net-worth clients




• Open and manage personal and commercial accounts
• Maintain accurate records of client transactions
• Communicate effectively with internal and external stakeholders

Requirements:
• Completed three-year college diploma in a related field
• Three years of experience in banking or finance
• Knowledge of financial products and investment strategies
• Proficient in Microsoft 365 tools
• Excellent communication and interpersonal skills

Deliver outstanding service and help cultivate loyalty among clients as a Private Banking Associate at National Bank.
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📌 Hybrid Private Banking Associate Role (Alberta)
🏢 Banque Nationale du Canada
📍 Alberta

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