Private Banking Associate
Description
The Private Banking Associate provides administrative and sales support to Private Banking Advisors. Key responsibilities include assisting clients with transactional banking needs, responding to queries related to lending, borrowing, investing, or commercial lending, and ensuring exceptional client service. The role also involves handling operational tasks and supporting sales and marketing initiatives.
What We're Looking For
Provide administrative and sales support to Private Banking Advisors.
Assist clients with transactional banking needs and respond to their queries (lending, borrowing, investing, commercial lending).
Greet customers and arrange meetings.
Effectively handle client issues, concerns, or problems.
Service the financial needs of existing clients when the Private Banking Advisor is unavailable (including high-value products and services within guidelines).
Process incoming telephone calls and client requests for wires/cables, visa, tax, and bill payments.
Manage fax requests for money orders, drafts, currency exchanges.
Complete complex investigations for clients concerning account activity.
Support Private Banking Advisor in portfolio management by reviewing customer documentation for compliance.
Coordinate communication to customers regarding financial information for credit renewals, reviews, and temporary overdraft protection.
Monitor diary for upcoming maturities/renewals/expiries and advise the Private Banking Advisor.
Assist the Client Service Manager in rolling out special marketing or client events and ensure marketing material is current.
Carry out activities related to building and maintaining deposits as well as investment accounts.
Process look-ups and provide information on accounts, loans, and process cheque orders.
Input credit details and loan notes into the system.
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.
Strong client focus.
Detail-oriented.
Critical thinking skills.
Adherence to values: trust, teamwork, and accountability.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit. May be required to complete an attribute-based assessment and other skills tests (e.g., simulation, coding, French proficiency).
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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