You will provide administrative and sales support to one or more Private Banking Advisors, assisting them with transactional banking needs and responding to queries
Job Summary
You will provide administrative and sales support to one or more Private Banking Advisors, assisting them with transactional banking needs and responding to queries.
You will support Private Banking Advisors in managing portfolios by reviewing customer documentation for compliance and coordinating communication for credit renewals.
CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and an employee share purchase plan.
Matching Summary
You will provide administrative and sales support to one or more Private Banking Advisors, assisting them with transactional banking needs and responding to queries.
Skills & Requirements
Must-have
Administrative and sales support
Exceptional client service
Transactional banking needs
Lending, borrowing, investing needs
Compliance with regulations
Monitor diary for maturities/renewals
Nice-to-have
Relationship-oriented bank
Embrace your strengths and ambitions
Meaningful impact and valued contributions
Critical thinking skills
Values matter to you
Key Requirements
Experience with loan, mortgage, investment products