Private Banking Associate (18-month Secondment) (Edmonton)

Private Banking Associate (18-month Secondment) (Edmonton)

30 Jul
|
CIBC
|
Edmonton

30 Jul

CIBC

Edmonton

Nous btissons une banque axe sur les relations pour un monde moderne.

Nous recrutons des professionnels talentueux et passionns qui ont cur de faire ce quil faut pour nos clients. la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir dagir.

Les membres de notre quipe disposent de ce dont ils ont besoin pour apporter une contribution significative et tre valoriss, la fois pour ce quils sont et ce quils font.

Pour en savoir plus sur la Banque CIBC, visitez le site .

What Youll Be Doing You will provide administrative and sales support to one or more Private Banking Advisors.

As a Private Banking Associate, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries.

This could include lending, borrowing, investing or commercial lending needs.

How Youll Succeed Client Service Greet customers arriving for meetings and arrange contact with appropriate individual.

Effectively deal with any client issues, concerns or problems promptly or refer to others as appropriate.

Service the financial needs of existing clients when the Private Banking Advisor is not available (including sale of high value products and services within established guidelines).

Operational Excellence - Respond to incoming telephone calls and clients requests to process wires/cables and visa, tax and bill payments, and ensure requests get completed.

Manage all fax requests for money orders, drafts, currency exchanges, etc. and ensure all requests are ready for customer to pick up in the branch.

Complete complex investigations for clients concerning account activity.

Sales Support Support Private Banking Advisor in the management of their portfolios by reviewing all customer documentation with respect to compliance with regulations and bank policies.

Coordinate communication to customers regarding obtaining necessary financial information for completion of credit renewals,



reviews and temporary overdraft protection.

Monitor diary for upcoming maturities/renewals/expiries and advise the Private Banking Advisor.

Administrative Support Assist the Manager, Private Banking Operations in rolling out special marketing or client events, and ensure the marketing material is current.

Carry out a range of activities related to building and maintaining deposits as well as investment accounts.

Process look-ups and provide information on accounts, loans and process cheque orders, and input credit details and loan notes into system.

Who You Are You put our clients first.

You engage with purpose to find the right solutions.

You go the extra mile, because it''s the right thing to do.

You can demonstrate experience with loan, mortgage, and investment products sufficient to respond to general customer inquiries.

Working knowledge of branch routine and operations of other departments and CIBC partners, sufficient to address client inquires adequately and/or refer to appropriate source.

You understand that success is in the details.

You notice things that others don''t.

Your critical thinking skills help to inform your decision making.

Values matter to you.

You bring your real self to work and you live our values trust, teamwork and accountability.

Ce que la Banque CIBC vous offre la BanqueCIBC, vos objectifs sont une priorit.

En fonction de vos forces et de vos ambitions, nous nous efforons de crer des occasions qui vous permettront dexploiter votre potentiel.

Nous nous efforons de vous rcompenser de faon personnalise et pertinente, notamment en vous offrant une rmunration concurrentielle,



des avantages bancaires*, du soutien pour votre bien-tre et dautres offres, comme des programmes daide aux employs et leur famille et Crateur de moments, notre programme social de reconnaissance bas sur des points.

Grce nos espaces et nos outils technologiques, il devient facile de runir les grands esprits pour crer des solutions novatrices qui amliorent les choses pour nos clients. *Sous rserve des modalits du programme Ce que vous devez savoir La BanqueCIBC sest engage crer un milieu de travail intgrateur o tous les membres de lquipe et les clients se sentent leur place.

Nous recherchons des candidats dots dun large ventail de comptences et offrons une exprience accessible aux candidats.

Si vous avez besoin dune solution dadaptation, crivez .

La Banque CIBC sengage faire preuve de clart dans le cadre de son processus dembauche.

Tous les affichages visent pouvoir des postes pour lesquels nous recrutons activement, moins davis contraire.

Vous devez tre lgalement admissible travailler au Canada dans les lieux prciss ci-dessus et, sil y a lieu, dtenir un permis de travail ou dtudes valide.

Nous pourrions vous demander de remplir une valuation fonde sur les attributs et dautres tests de comptences (comme la simulation, la programmation, la matrise du franais) Nous utilisons des outils dintelligence artificielle pendant le processus de recrutement.

Notre objectif pour le processus de demande est den apprendre davantage sur vous et sur tout ce que vous avez offrir, et de vous donner loccasion den apprendre davantage sur nous.

Date de fin prvue 2028-03-17 Lieu de travail 10180-101 St Suite 1375 Ces renseignements peuvent changer en fonction des besoins de lentreprise.

Type demploi Temporaire (Fixed Term) Heures de travail hebdomadaires 37.5 Comptences Administration de bureau, Connaissance du produit, tablissement des priorits, Exprience client (CX), Service la clientle, Services bancaires privs, Tches de rception

📌 Private Banking Associate (18-month Secondment) (Edmonton)
🏢 CIBC
📍 Edmonton

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