Banking Associate

Position description

Roles & Responsibilities

Closely work and support the Senior Private Banker/Vice President 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.

In addition:

Provide clients with products or services that can meet their needs.
Perform 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.
Ensure adherence to deadlines (loans, investments, interest income).
Establish and maintain effective communication with the various stakeholders involved in the files.
Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism.
Work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills.

What we offer:

Competitive salary, bonus, and vacation
A beautiful office located in the heart of the luxury corridor of the Alberni Street
Currently offering a variety of health and wellness-based initiatives, like telemedicine, hybrid working from home model and fitness reimbursement
Management that supports your work and career progression
An inclusive and collaborative working environment, where everyone’s contribution is recognized and rewarded
A growing team of highly specialized professionals in the industry, ready to provide mentorship

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

Required skills / Experience

Requirements:

Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience.
Knowledge of banking, investment, and financial products
Knowledge of Microsoft 365
Exceptional attention to detail
Dynamic interpersonal skills with a can-do attitude to exercise initiative and handle several tasks and changing priorities.
Strong communication skills and can connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
French language is an asset.

Banking Associate

How to Apply

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