Deliver excellent administrative and sales support as a Private Banking Associate. Assist clients with transactional needs while providing outstanding service in a adaptable work environment.
In this client-focused role, you will empower Private Banking Advisors by managing operational tasks and responding to customer inquiries. Key responsibilities include assisting with lending and investment queries, ensuring efficient processing of transactions, and maintaining client relationships. Additionally, you will help market special events and support the management of client portfolios to drive value.
Key Responsibilities: • Assist clients with banking transactions and inquiries • Process wires, payments,
and other financial requests • Support portfolio management for Private Banking Advisors • Coordinate communications regarding financial compliance • Help organize marketing initiatives and client events
Requirements: • Experience with loans, mortgages, and investment products • Familiarity with branch operations and client interactions • Strong critical thinking and problem-solving skills • Commitment to client service and teamwork • Ability to thrive in a detail-oriented environment
Maximize client satisfaction by providing exceptional support and effectively managing banking operations for Private Banking Advisors. #J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2g8xpy
📌 Private Banking Client Support Specialist (Calgary)
🏢 Canadian Imperial Bank of Commerce
📍 Calgary
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