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.