This role involves acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors at National Bank Financial. The Private Banker will recommend and implement strategic financing solutions, develop banking relationships, identify new business opportunities, provide expert advice on banking services, and manage client portfolios to ensure sustainability and profitability. The role also requires providing exemplary customer service and maintaining strong communication with advisors.
Recommend and implement strategic financing solutions adapted to client needs.,Develop the banking side of NBF wealth advisors' clients by working closely with them.,Take advantage of new business opportunities with wealth management advisors and position banking services.,Participate in identifying business potential for new clients.,Act as a banking services expert to all team members.,Rigorously apply processes and procedures to analyze customer needs and determine an integrated financial strategy.,Provide exemplary customer service and a personalized experience.,Contribute to growing the portfolio and profitability by offering appropriate transactional banking and credit solutions.,Develop with the client a strategic action plan and direct its implementation.,Be responsible for the sustainability and profitability of client relationships regarding banking and financing needs.,Establish constant communication with advisors to identify needs and propose solutions.,Integrate appropriate specialists or stakeholders into the relationship.,Ensure efficient and profitable management of the client portfolio.,Interpret financial data in systems and submit financing and credit renewal applications.
Bachelor's degree in business administration (or related field) and six years of relevant experience as a banker (standard credit and small business).,OR Master's degree in a relevant discipline and four years of experience in a related field.
Bachelor's Degree, Master's Degree
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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