Primary Locations: Toronto, Ontario
Employee Status: Regular
Private Banking 1859 is dedicated to providing wealth management services and advice to a distinctive and wealthy clientele. It is part of the National Bank, which offers a wide range of financial services to individuals, businesses and governments across Canada, as well as specialized services to a select group of international clients.
In order to conquer this high-potential market, PB 1859 wants to be joined by a team of professionals, committed and dedicated devotees to offer their distinctive customers an unmatched level of service. Redefining the proximity relationship, members of PB 1859 will stand out from the competition and from all that is currently available on the market.
This position reports to the Regional Vice-President, Private Banking 1859.
Your main challenges:
Support the Private Banker by providing administrative follow-up and value-added customer service
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 files and perform various transactions on behalf of clients
Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files
The candidate needs to be able to identify all risks inherent to the Wealth Management sector's activities.
More specifically, you will have to:
Provide clients with products or services that can meet their needs
Preliminary analysis, compilation, verification and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center
Write and/or verify letters of offer and guarantees (individual and business records)
Ensure adherence to deadlines (loans, investments, interest income)
Establish and maintain effective communication with the various stakeholders involved in the files
Establish a relationship of trust with clients, in concert with the Private Banker
Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience
Canadian Investment Funds course completed
Experience in particular and/or commercial credit
Knowledge of banking, investment and financial products
Knowledge of Bank applications (FCC, TIP, Hyp., GB Fund, etc.)
Knowledge of Word and Excel
Propensity to provide exceptional customer service
Demonstrate a good sense of initiative and a good level of autonomy
At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day.
The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviours) of partnership, agility and empowerment count as much as the business objectives.
Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment and telemedicine services.
National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management's concrete commitment helps spread this value across all sectors in the organization. The Bank has been ranked among the top employers for diversity in Canada for several years.
Come and see how: https://jobs.nbc.ca/diversity
Particular Condition:In the event that the successful candidate does not have the required licenses, the candidate must commit to successfully completing the Canadian Investment Funds course within the first 12 months of hiring. The candidate needs to be able to identify all risks inherent to the sector’s activities.