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personal banker
Title posted on Jobillico - Premium Banker
Posted on November 06, 2024 by Employer details National Bank
Job details
A career at National Bank of Canada means playing a key role in transforming the client experience. As a Premium Banker, you will leverage your expertise in transactional banking and credit solutions to support our NBF Wealth Management advisors and their clients. Delivering exceptional customer service is our top priority, and we are actively seeking a Premium Banker to join our team in Calgary. These positions will report to the Regional Manager of Premium Banking in Calgary and will be based in the NBF branch, allowing daily collaboration with advisors and clients alike.<span></span><p><span></span></p><p><strong><span><br></span></strong></p><p><strong><span>Your Role:</span></strong><strong><span></span></strong></p><ul><li><span>Recommend and implement strategic financing solutions tailored to the needs of National Bank Financial mass affluent clients </span></li><li><span>Take advantage of new business opportunities with wealth management advisors and position the banking services of fer </span></li><li><span>Participate in the identification of new client?s business potential - Act as a banking expert to NBF advisors - Rigorously apply processes and procedures to properly analyze client needs and determine with them an integrated and profitable financial strategy </span></li><li><span>Always provide exemplary customer service and a personalized customer experience</span></li><li><span>Contribute to growing the Bank's share of wallet and profitability by providing appropriate transactional banking and credit solutions to clients referred by region?s NBF Wealth Advisors </span></li><li><span>Develop and lead the implementation of a strategic action plan with the client tailored to their situation </span></li><li><span>Be responsible for the sustainability and profitability of the client relationship with respect to their banking and financing needs </span></li><li><span>Establish ongoing communication with advisors to identify their needs and propose solutions to maximize business development opportunities with their clients </span></li><li><span>Follow up with potential clients and seize opportunities to refer them to advisors and provide them with complementary offers </span></li><li><span>Integrate the appropriate specialists or stakeholders into the relationship to adequately meet the needs of the clients </span></li><li><span>Ensure effective and efficient management of the client portfolio under your responsibility </span></li><li><span>Interpret financial data and submit financing and credit renewal requests.<br></span></li></ul><br><p><strong><span></span></strong></p><p><strong><span>Your Team: </span></strong></p><p><span>You will be working closely with NBF advisors and their respective teams in your region, providing banking services and presenting lending solutions with the highest standard of client care.</span></p><p><span></span></p><p><strong><span><br></span></strong></p><p><span><strong>Prerequisites: </strong></span></p><ul><li><span>Bachelor's degree in business administration (or related field) and six (6) years of relevant experience or master?s degree in a relevant discipline and four (4) years of experience in a related field</span></li><li><span>Excellent knowledge of transactional banking and credit</span></li><li><span>Strong knowledge of retail banking products and services</span></li><li><span>Strong interpersonal and communication skills</span></li><li><span>Advanced experience in advisory services</span></li><li><span>French language is an asset</span></li></ul><span><br></span> <strong>Your benefits</strong><div><br></div><div>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.</div><div><ul><li>Health and wellness program, including many options</li><li>Flexible group insurance</li><li>Generous pension plan</li><li>Employee Share Ownership Plan</li><li>Employee- LocationCalgary, AB
- Workplace information On site
- SalaryNot available
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #14631335
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