Associate, Private Banking

CIBC Capital Markets

Ottawa, Canada
Fully remote
Client service excellence
Administrative and sales support
Transactional banking needs
Provide administrative and sales support to Private Banking Advisors, offering exceptional service to clients with their transactional banking needs

Job Summary

  • Provide administrative and sales support to Private Banking Advisors, offering exceptional service to clients with their transactional banking needs.
  • Respond to incoming telephone calls and client requests, manage financial transactions, and complete complex investigations for clients.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and an employee share purchase plan.

Matching Summary

Provide administrative and sales support to Private Banking Advisors, offering exceptional service to clients with their transactional banking needs.

Skills & Requirements

Must-have

  • Client service excellence
  • Administrative and sales support
  • Transactional banking needs
  • Loan, mortgage, and investment products
  • Branch routine and operations

Nice-to-have

  • Relationship-oriented
  • Engage with purpose
  • Go the extra mile
  • Success is in the details
  • Values matter

Key Requirements

  • Legally eligible to work
  • Valid work or study permit (where applicable)

Work Rights

Not specified

Tailored Resume

Cover Letter