Private Banker Credit Advisory Montreal

Use credit expertise in Montreal as a Private Banker, delivering personalized transactional banking solutions for National Bank Financial wealth advisors’ clients.As a Private Banker within Commercial & Private Banking 1859, you assess financial needs and recommend banking and credit solutions. You manage client portfolios, support acquisition, and collaborate with wealth advisors and internal partners. Your work contributes to clients’ overall financial needs and business growth.Key Responsibilities:
Assess financial needs and analyze client financial informationRecommend tailored transactional banking and credit solutionsManage profitable portfolios and identify business opportunitiesPrepare, negotiate, and execute financing and credit requestsCoordinate specialists for proactive client managementRequirements:
Bachelor’s degree and six years of relevant banking experienceMaster’s degree and four years of related experienceExcellent transactional banking and credit solutions knowledgeStrong interpersonal and relationship-building skillsAdvanced advisory or consulting experienceBring credit analysis, relationship management, and transactional banking expertise to National Bank’s Private Banker team in Montreal.
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