Elevate client service in your career as a Private Banking Associate at CIBC. Provide key administrative and sales support while ensuring exceptional service to Private Banking clients.
CIBC is looking for a Private Banking Associate to assist one or more advisors in meeting client banking needs. This role entails handling loans, investments, and commercial inquiries, ensuring that clients receive the support they require. Your proactive customer service skills will be crucial for success in this position.
Key Responsibilities:
• Greet clients and manage meeting logistics
• Assist with transactional banking services
• Respond to client inquiries and telephone requests
• Process financial transactions and manage operational tasks
• Support advisors in compliance and portfolio management
Requirements:
• Experience in loan and investment products
• Knowledge of banking operations and compliance
• Solid customer service skills
• Attention to detail in managing client requests
• Team-oriented approach to client success
Bring your expertise in customer service and private banking to CIBC and make a positive impact in clients' financial journeys.
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📌 Private Banking Associate at CIBC (Ottawa)
🏢 Canadian Imperial Bank of Commerce
📍 Ottawa