Relational Private Banker

A career as a Relationship Private Banker in the Montreal team at the National Bank means acting as an experienced specialist in transactional banking and credit solutions for the clients.

We want to increase our team by having a banker exclusively dedicated to our customers to offer them an unrivaled service offering.

Your job:

• Recommend and implement strategic financing solutions adapted to the needs of clients of wealth management advisors of National Bank Financial.
• Take advantage of new business opportunities with wealth management advisors and position the offering of banking services according to the different packages available.
• Participate in identifying business potential for new clients.
• Act as a banking services expert to all team members.
• Rigorously apply processes and procedures in order to properly analyze customer needs and determine with them an integrated and profitable financial strategy.
• Provide exemplary customer service and provide them with a personalized experience.
• Contribute to growing the Portfolio and profitability by offering transactional banking and credit solutions appropriate to the clientele indicated by the team's wealth management advisors.
• Develop with the client a strategic action plan adapted to their situation and direct its implementation.
• Establish constant communication with advisors in order to identify their needs and propose solutions allowing them to maximize business development opportunities with their clients.
• Integrate the appropriate specialists or stakeholders into the relationship to adequately respond to client needs.
• Interpret financial data in systems and submit financing and credit renewal applications.

Your team :

Within the Commercial & Private Banking 1859 sector, you are part of a team of experienced colleagues. Our team stands out for its expertise in wealth management, its quality of delivery, its customer/employee experience, the atmosphere of pleasure and collaboration.

We favor a variety of forms of continuous learning to enrich your development, in particular learning in action, training content made available to you and working in collaboration with colleagues with diverse expertise and profiles.

Prerequisites:

• Bachelor's degree related to the sector of activity and four years of relevant experience OR Master's degree related to the sector of activity and two years of relevant experience OR University certificate/PUB 1st cycle and six years of relevant experience
• Practical experience in personal credit and residential financing is preferred.
• Excellent knowledge of transactional banking and credit offerings.
• Experience as an Advisor, Personal Finance
• Knowledge of banking products and services
• Excellent interpersonal skills and ability to build strong business relationships
• Accessibility, friendliness, proactivity, customer-centric attitude, agility and responsibility
• Experience in sales and customer service
• Be a collective savings representative (REC) (Asset)

Languages:

English, French

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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Client Services Communication Diversity & Inclusion Driving Results Emotional Intelligence Teamwork Accountability Client-focused Empathy Initiative Learning Agility Resiliency Humility Collaboration Self-Sufficiency

Your benefits

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.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!