Hybrid Private Banking Associate Role Calgary

Hybrid Private Banking Associate Role Calgary

27 Aug
|
Banque Nationale du Canada
|
Calgary

27 Aug

Banque Nationale du Canada

Calgary

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 robust client relationships and identifying sales prospects. 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.

📌 Hybrid Private Banking Associate Role Calgary
🏢 Banque Nationale du Canada
📍 Calgary

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