26 Oct
|
National Bank
|
Calgary
26 Oct
National Bank
Calgary
Attendance
In office
Job number
35985
Category
Professional
Status: Temporary 12 months
Type of Contract
Temporary
Number of months
12 months
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
06-Oct-2026
Area(s) of interest: Advisory services, Personal banking
Location(s): Calgary
Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning. We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.
Your Role
- Support the Private Bankers by providing various administrative as well as customer service tasks assigned by the manager.
- Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client.
- Optimize customer interventions and identify sales opportunities.
- Open commercial and personal accounts and perform various transactions on behalf of clients.
- Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files.
- Actively participate in bringing operational efficiency and necessary improvement to processes.
- Identify all risks inherent to the Wealth Management sector's activities.
- Provide clients with products or services that can me
📌 Private Banking Associate, Private Banking 1859 (Calgary)
🏢 National Bank
📍 Calgary