Associate, Private Banking

CIBC

Halifax, Canada
On-site
Client service for banking needs
Respond to client inquiries
Sales support for private banking advisor
CIBC is seeking an Associate for their Private Banking division in Halifax, Canada, to provide administrative and sales support to Private Banking Advisors. The ideal candidate will prioritize client service, possess experience with financial products, and demonstrate attention to detail while working in a collaborative environment

Job Summary

  • Provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries.
  • Support Private Banking Advisor in the management of their portfolios by reviewing all customer documentation with respect to compliance with regulations and bank policies.
  • At CIBC, your goals are a priority, and they strive to give you a career rather than just a paycheck.

Matching Summary

Match Score: 85

CIBC is seeking an Associate for their Private Banking division in Halifax, Canada, to provide administrative and sales support to Private Banking Advisors. The ideal candidate will prioritize client service, possess experience with financial products, and demonstrate attention to detail while working in a collaborative environment.

Skills & Requirements

Must-have

  • Client service for banking needs
  • Respond to client inquiries
  • Sales support for Private Banking Advisor
  • Process financial transactions
  • Manage client documentation

Nice-to-have

  • Relationship-oriented banking
  • Embrace strengths and ambitions
  • Meaningful impact at work
  • Valued for 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