Private Banking Associate

CIBC

Vancouver, Canada
Fully remote
Exceptional client service
Administrative and sales support
Transactional banking needs
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 and responding to their queries

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 and responding to their queries.
  • You will support Private Banking Advisor in the management of their portfolios by reviewing all customer documentation with respect to compliance with regulations and bank policies, and coordinate communication to customers regarding obtaining necessary financial information.
  • At CIBC, your goals are a priority, offering a career rather than just a paycheck with competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers.

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 and responding to their queries.

Skills & Requirements

Must-have

  • Exceptional client service
  • Administrative and sales support
  • Transactional banking needs
  • Lending, borrowing, investing needs
  • Compliance with regulations and bank policies
  • Customer documentation review

Nice-to-have

  • Relationship-oriented bank
  • Embrace strengths and ambitions
  • Meaningful impact
  • Critical thinking skills
  • Values matter
  • Bring your real self to work

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