Join National Bank as a Private Banking Associate, providing premier service to ultra-high net worth clients. Focus on relationship building and financial management in a dynamic work environment.
The Private Banking 1859 team at National Bank seeks a professional with solid experience in customer service. As a Private Banking Associate, you will support the Private Bankers by enhancing client satisfaction through personalized service and administrative support. Your ability to manage priorities and build trust with clients is essential in this influential sector.
Key Responsibilities:
• Assist with various administrative customer service tasks
• Cultivate strong relationships with affluent clients
• Identify and optimize sales opportunities for clients
• Process transactions and open accounts for clients
• Engage in continuous operational improvements
Requirements:
• Minimum three years relevant banking experience
• Knowledge of financial products and investment strategies
• Proficient in Microsoft 365 suite
• Robust interpersonal and communication skills
• Detail-oriented and able to juggle multiple tasks
Provide exceptional service and help implement strategic improvements as part of National Bank’s Private Banking team.
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📌 National Bank Private Banking Associate Role (Alberta)
🏢 National Bank of Canada
📍 Alberta
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