drjobs Private Banking Associate Winter 2026 Co-op

Private Banking Associate Winter 2026 Co-op

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1 Vacancy
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Job Location drjobs

Calgary - Canada

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

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 Summer Co-Op 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.

Important Information

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 emails from clients requesting to process wires/cables and visa tax and bill payments and ensure requests get completed. Manage all requests for bank drafts currency exchanges etc. and ensure arrangements are made for delivery or pick-up. 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 special projects or client events and ensure the marketing material is current. 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.

Youre fluent in English.

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.

*Subject to program terms and conditions

What you need to know

Expected End Date

Job Location

Calgary-301-8th Ave. SW 3rd

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Accountability Communication Critical Thinking Customer Inquiries Decision Making

Required Experience:

IC

Employment Type

Full-Time

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