Private Banking Associate

CIBC Capital Markets

Calgary, Canada
On-site
Client transactional banking needs
Respond to client queries
Sales support for advisors
You will provide administrative and sales support to one or more Private Banking Advisors, offering exceptional service to Private Banking clients by assisting them with their transactional banking needs

Job Summary

  • You will provide administrative and sales support to one or more Private Banking Advisors, offering exceptional service to Private Banking clients by assisting them with their transactional banking needs.
  • You will respond to incoming telephone calls and client requests to process wires/cables and visa, tax and bill payments, and ensure requests get completed.
  • At CIBC, your goals are a priority, and they strive to give you a career rather than just a paycheck, offering competitive salary, incentive pay, banking benefits, and more.

Matching Summary

You will provide administrative and sales support to one or more Private Banking Advisors, offering exceptional service to Private Banking clients by assisting them with their transactional banking needs.

Skills & Requirements

Must-have

  • Client transactional banking needs
  • Respond to client queries
  • Sales support for advisors
  • Operational excellence in banking
  • Administrative support for banking team

Nice-to-have

  • Relationship-oriented banking
  • Embrace strengths and ambitions
  • Meaningful impact and valued contributions

Key Requirements

  • Experience with loan, mortgage, and investment products
  • Working knowledge of branch routine and operations
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter