Deliver exceptional service as a Private Banking Associate with CIBC in Oakville, Ontario. Utilize your analytical thinking and client service skills to support private banking advisors.

CIBC is seeking a dedicated Private Banking Associate to provide sales and administrative support. You'll assist clients with their transactional needs, addressing inquiries regarding loans, mortgages, and investments while ensuring compliance with banking policies. Your contributions are essential to creating a meaningful client experience in a full-service banking workplace.

Key Responsibilities:
• Greet clients and manage front-line client interactions
• Process wires, payments, and manage inquiries efficiently
• Support Private Banking Advisors with portfolio management




• Assist in marketing client events and prepare materials
• Conduct account investigations and provide comprehensive support

Requirements:
• Experience in loan, mortgage, and investment products
• Familiarity with branch operations and client service
• Robust analytical and problem-solving abilities
• Ability to work collaboratively within teams
• Commitment to CIBC's values of trust and teamwork

Leverage your client service expertise to thrive in a energetic banking role at CIBC.
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📌 Private Banking Associate At Cibc Ontario (Canada)
🏢 Canadian Imperial Bank of Commerce
📍 Canada