Associate, Private Banking
Description
The Associate, Private Banking role at CIBC involves providing comprehensive administrative and sales support to Private Banking Advisors. This includes delivering exceptional service to high-net-worth clients, assisting with their transactional banking needs, lending, borrowing, and investment inquiries, and efficiently resolving any client issues or concerns. The role also requires managing various operational tasks and contributing to client event coordination.
What We're Looking For
Provide administrative and sales support to Private Banking Advisors.,Deliver exceptional service to Private Banking clients.,Assist clients with transactional banking, lending, borrowing, investing, or commercial lending needs.,Promptly address client queries, issues, and concerns.,Service the financial needs of existing clients when the Private Banking Advisor is unavailable, including sales of high-value products and services within established guidelines.,Respond to incoming telephone calls and client requests for processing wires/cables, visa, tax, and bill payments.,Manage fax requests for money orders, drafts, and currency exchanges.,Complete complex investigations for clients concerning account activity.,Coordinate communication with customers regarding necessary financial information for credit renewals, reviews, and temporary overdraft protection.,Monitor diaries for upcoming maturities/renews/expiries and advise the Private Banking Advisor.,Assist in rolling out special marketing or client events.,Ensure marketing material is current.,Carry out activities related to building and maintaining deposits and investment accounts.
Ideal Candidate
Demonstrated experience with loan, mortgage, and investment products sufficient to respond to general customer inquiries.,Working knowledge of branch routine and operations of other departments and CIBC partners, sufficient to address client inquiries adequately and/or refer to appropriate source.
Hard Skills
Soft Skills
Work Hours
Full-time
Benefits
Comprehensive health and dental coverage, defined benefit pension plan, employee share purchase plan, wellness programs, and flexible work arrangements.
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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