We’re building a relationship-oriented bank for the modern world. 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. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Client

Service – Greet customers arriving for meetings and arrange contact with appropriate individual. 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 Client Service Manager 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.

You can demonstrate some experience with loan , mortgage, and investment products sufficient to respond to general customer inquiries. Your critical thinking skills help to inform your decision making. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking advantages, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process.

Customer

Experience (CX), Customer Service, Office Administration, Prioritization, Private Banking, Product Knowledge, Reception Duties #

📌 Associate Private Banking Advisor (Calgary)
🏢 CIBC
📍 Calgary