Associate, Private Banking
Job in
Ottawa, Ontario, Canada
Listing for:
CIBC
Full Time
position
Listed on 2026-02-22
Job specializations:
-
Finance & Banking
Banking & Finance, Banking Operations, Bank Customer Service, Financial Services
Job Description & How to Apply Below
Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.
À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font.
Pour en savoir plus sur la Banque CIBC, visitez le site .
What You’ll Be Doing
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.
How You’ll Succeed
Client Service – Greet customers arriving for meetings and arrange contact with appropriate individual. Effectively deal with any client issues, concerns or problems promptly or refer to others as appropriate. 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 Manager, Private Banking Operations 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.Who You Are
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.You can demonstrate experience with loan, mortgage, and investment products sufficient to respond to general customer inquiries. Working knowledge of branch routine and operations of other departments and CIBC partners, sufficient to address client inquires adequately and/or refer to appropriate source.You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.Ce que la Banque CIBC vous offre
À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu’employé, nous nous efforçons de créer des occasions qui vous permettront d’exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.
Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l’adhésion à un programme d’avantages sociaux*, à un régime de retraite à prestations déterminées
* et à un régime d’achat d’actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.
Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands…
Position Requirements
10+ Years
work experience
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