Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Private Banking Associate role.
Rezi rewrites your resume against CIBC's job description. Free.
Tailor your resume to this Private Banking Associate role.
Rezi rewrites your resume against CIBC's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Private Banking Associate posting at CIBC — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Private Banking Associate posting at CIBC — free, in seconds.
About the Role
We are building a relationship-oriented bank for the modern world and need talented, passionate professionals dedicated to doing what’s right for our clients. At CIBC, we empower our team members to make a meaningful impact and are valued for who they are and what they contribute.
Responsibilities
- Provide administrative and sales support to Private Banking Advisors.
- Offer exceptional service to Private Banking clients by assisting with transactional banking needs and responding to queries.
- Assist clients with lending, borrowing, investing, or commercial lending needs.
- Greet customers and arrange contact with appropriate individuals.
- Handle front-line duties and client issues, concerns, or problems promptly or refer as appropriate.
- Service the financial needs of existing clients when the Private Banking Advisor is not available.
- Process wires/cables, visa, tax, and bill payments.
- Manage fax requests for money orders, drafts, currency exchanges, etc.
- Complete complex investigations for clients concerning account activity.
- Support Private Banking Advisors in managing portfolios by reviewing customer documentation for compliance.
- Coordinate communication to customers regarding financial information for credit renewals, reviews, and temporary overdraft protection.
- Monitor diary for upcoming maturities/renewals/expiries and advise the Private Banking Advisor.
- Assist the Client Service Manager in rolling out special marketing or client events.
- Ensure marketing material is current.
- Build and maintain deposits as well as investment accounts.
- Process look-ups and provide information on accounts and loans.
- Process cheque orders.
- Input credit details and loan notes into the system.
Requirements
- 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.
- Understand that success is in the details.
- Possess critical thinking skills to inform decision making.
- Be legally eligible to work at the specified location(s).
- Where applicable, must have a valid work or study permit.
- May be asked to complete an attribute-based assessment and other skills tests.
Skills
- Customer Experience (CX)
- Customer Service
- Office Administration
- Prioritization
- Private Banking
- Product Knowledge
- Reception Duties
Location
- London-255 Queens, 2200
Work Type
- Regular
- 37.5 hours per week
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers recognition program
- Purpose Day (paid day off for growth and development)
About the Company
- CIBC is building a relationship-oriented bank for the modern world.
- At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.
- Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
- CIBC offers a career, rather than just a paycheck.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition.
Equal Opportunity
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
- We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
- If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.
- CIBC is committed to clarity in our hiring process.
- We use artificial intelligence tools during the recruitment process.