Job Opportunity The Banking Services Associate role supports the Senior Private Banker/Vice President by providing administrative and customer service tasks assigned by the manager. Develop personalized relationships with clients to ensure satisfaction and loyalty. Optimize customer interactions and identify sales opportunities. Manage commercial and personal accounts, performing transactions on behalf of clients. Main Responsibilities: Contribute to efficient administrative and financial activities by monitoring client files. Participate in process improvements and operational efficiency. Identify risks associated with Wealth Management sector activities. The ideal candidate has a three-year college diploma or equivalent in a related field, and three years of relevant experience. Knowledge of banking, investment, and financial products is required. Essential Skills: Microsoft 365 proficiency. Attention to detail. Dynamic interpersonal skills and a can-do attitude. Effective communication skills for interacting with customers and teams. Benefits Package: Competitive salary and bonus structure. A downtown office location. Health and wellness initiatives, including telemedicine and hybrid work options.
Job Title
Financial Services Professional