Private Banking Associate (18 month Secondment)
Private Banking Associate (18 month Secondment)
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Job Description
Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.
At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC please visit
What Youll Be Doing
You will provide administrative and sales support to one or more Private Banking Advisors. As a Private Banking Associate you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries. This could include lending borrowing investing or commercial lending needs.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How Youll Succeed
- Client Service Greet customers arriving for meetings and arrange contact with appropriate individual. Effectively deal with any client issues concerns or problems promptly or refer to others as appropriate. Service the financial needs of existing clients when the Private Banking Advisor is not available (including sale of high value products and services within established guidelines).
- Operational Excellence - Respond to incoming telephone calls and clients requests to process wires/cables and visa tax and bill payments and ensure requests get completed. Manage all fax requests for money orders drafts currency exchanges etc. and ensure all requests are ready for customer to pick up in the branch. Complete complex investigations for clients concerning account activity.
- Sales Support Support Private Banking Advisor in the management of their portfolios by reviewing all customer documentation with respect to compliance with regulations and bank policies. Coordinate communication to customers regarding obtaining necessary financial information for completion of credit renewals reviews and temporary overdraft protection. Monitor diary for upcoming maturities/renewals/expiries and advise the Private Banking Advisor.
- Administrative Support Assist the Client Service Manager in rolling out special marketing or client events and ensure the marketing material is current. Carry out a range of 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 and input credit details and loan notes into system.
Who You Are
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.
- You can demonstrate 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 inquires adequately and/or refer to appropriate source.
- You understand that success is in the details. You notice things that others dont. Your critical thinking skills help to inform your decision making.
- You a certified professional. You have or are working towards your Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH). Investment Representative (IR) or Registered Representative (RR) licensing considered an asset.
- Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.
What CIBC Offers
At CIBC your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
We work to recognize you in meaningful personalized ways including a competitive compensation a banking benefit* wellbeing support and additional offers such as employee and family assistance programs and MomentMakers our social points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
*Subject to program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation please contact
You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation coding French proficiency MS Office). Our goal for the application process is to get to know more about you all that you have to offer and give you the opportunity to learn more about us.
Expected End Date
Job Location
Toronto-CC North 1st FloorEmployment Type
Temporary (Fixed Term)Weekly Hours
37.5Skills
Banking Communication Credit Customer Service Group Problem Solving Investment Products Microsoft Excel Organizing Private Banking Time ManagementRequired Experience:
IC
Employment Type
Full-Time
