Private Banking Associate (Fintech)

Location: Toronto, Canada; work arrangement includes a proportion of on-site and remote work, to be discussed during the interview.

Company

hirify.global is a relationship-oriented bank providing personal and commercial banking services.

What you will do

• Provide administrative and sales support to one or more Private Banking Advisors.
• Support Private Banking clients with transactional banking needs, queries, lending, borrowing, investing, and commercial lending needs.
• Process wires, payments, money orders, drafts, currency exchanges, cheque orders, account look-ups, and loan documentation.
• Investigate account activity and resolve or appropriately refer client issues and requests.
• Review customer documentation for regulatory and bank-policy compliance and coordinate information required for credit renewals, reviews, and temporary overdraft protection.
• Monitor maturities, renewals, and expiries, maintain deposits and investment accounts, and support marketing or client events.

Requirements

• Experience with loan, mortgage, and investment products sufficient to respond to general customer inquiries.
• Working knowledge of branch routines and the operations of other departments and hirify.global partners.
• Ability to address client inquiries adequately or refer them to the appropriate source.
• Strong client-service orientation, critical thinking, attention to detail, and decision-making skills.
• High standards, genuine care in professional relationships, and commitment to personal growth.
• Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Culture & Benefits

• Full-time regular employment with a 37.5-hour work week.
• Competitive salary, incentive pay, banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms and conditions.
• Employee share purchase plan, vacation offering, wellbeing support, and a points-based recognition program.
• Professional growth opportunities, including a paid Purpose Day for development and personal growth.
• Inclusive and accessible candidate and workplace experience.

Hiring process

• The process may include an attribute-based assessment and other skills tests, such as simulation or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.