Private Banking Associate, Private Banking 1859

Workplace and contract

• Attendance is on-site.
• The description identifies the contract type as temporary.
• The role reports to the Manager Customer Service, Private Banking 1859.

Role overview

Responsibilities

• Support Private Bankers with administrative and customer-service tasks assigned by the manager.
• Build personalized relationships to support client satisfaction and loyalty; identify sales opportunities.
• Open commercial and personal accounts and perform transactions on clients' behalf.
• Monitor client files and contribute to administrative and financial efficiency.
• Identify wealth-management activity risks and support process improvements.
• Provide products or services suited to clients' needs.
• Analyze, compile, verify, and index financial information and tax structures for financing requests under credit-centre standards.
• Meet deadlines for loans, investments, and interest income, and coordinate with stakeholders.

Prerequisites

• Completed three-year college diploma or academic equivalent related to the industry, and three years of relevant experience.
• Knowledge of banking, investment, and financial products, as well as Microsoft 365.
• Exceptional attention to detail and initiative; able to handle multiple tasks and changing priorities.
• Strong courteous verbal and written communication with customers and teams.
• Strong administration, organization, planning, and time management; able to work independently.

Benefits

• Benefits listed include health and wellness programs, group insurance, pension, employee and family assistance, preferential banking, community initiatives, and telemedicine.
• The description also mentions a hybrid work model among employee benefits.