Become a vital part of National Bank's Private Banking 1859 team as an Elite Banking Client Associate. Deliver tailored services to high-net-worth clients while optimizing administrative processes in a hybrid mode. As an Elite Banking Client Associate, you will aid in various customer service functions while ensuring satisfaction and loyalty among affluent clientele.

Your role will involve monitoring client files, opening accounts, and engaging in financial activities that require meticulous attention to detail, thus enhancing the banking experience. Key Responsibilities:
Provide support for Private Bankers' client interactions
Develop and nurture personalized client relationships
Identify potential sales opportunities during client contact




Execute account openings and other banking transactions
Monitor client files for organizational efficiency Requirements:
Three-year college diploma and three years of relevant experience
Knowledge in banking operations and financial products
Proficient in Microsoft 365 and outstanding attention to detail
Excellent interpersonal and communication skills
Ability to navigate a agile work workplace effectively Bring your expertise in client relations to National Bank's Private Banking 1859.

📌 Elite Banking Client Associate Role Calgary
🏢 National Bank of Canada
📍 Calgary