Become a key player at National Bank as a Private Banking Associate, dedicated to delivering exceptional service to ultra-high net worth clients in a boutique setting.
In this role within Private Banking 1859, you'll provide crucial support to Private Bankers through administrative tasks and customer relationship management. The ideal candidate will thrive in a rapid-paced environment while ensuring customer satisfaction and identifying financial opportunities. Your ability to communicate effectively and maintain detailed client files will be paramount to success.
Key Responsibilities:
• Assist Private Bankers with administrative and customer service tasks • Ensure client satisfaction through personalized engagement • Optimize financial transactions and product offerings • Open and manage personal and commercial accounts • Streamline administrative processes for efficiency
Requirements: • Completed three-year college diploma and relevant experience • Extensive knowledge of financial products and services • Familiarity with Microsoft 365 tools • Exceptional organizational and planning capabilities • Strong verbal and written communication skills
Deliver outstanding banking services and build valuable client relationships at National Bank’s Private Banking 1859. #J-18808-Ljbffr
📌 Associate for Private Banking 1859 at National Bank (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg
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