Private Banking Client Service Associate (Toronto)

Private Banking Client Service Associate (Toronto)

08 Nov
|
CIBC
|
Toronto

08 Nov

CIBC

Toronto

Serve Private Banking clients at CIBC in Toronto through relationship-focused service, transactional support, and lending or investment inquiries. Work arrangements are discussed during interviews.

As a Private Banking Associate, you will support one or more Private Banking Advisors while serving existing clients. You will address transactional banking needs, respond to queries, and support lending, mortgage, investment, and commercial lending requests. The regular position has 37.5 weekly hours.

Key Responsibilities:

- Provide administrative and sales support to Private Banking Advisors
- Greet clients and arrange contact with appropriate individuals
- Process wires, payments, drafts, currency exchanges, and cheque orders




- Investigate account activity and provide account and loan information
- Review documentation and monitor renewals, maturities, and expiries

Requirements:

- Experience with loan, mortgage, and investment products
- Knowledge of branch routines and other department operations
- Customer service skills for addressing client inquiries
- Critical thinking and attention to significant details
- Ability to refer clients to appropriate sources

Bring Private Banking, customer service, lending, mortgage, and credit process knowledge to CIBC's Toronto client support team.

📌 Private Banking Client Service Associate (Toronto)
🏢 CIBC
📍 Toronto

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