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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 truly 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.
- Address client issues, concerns, or problems promptly or refer to others.
- Service the financial needs of existing clients when the Private Banking Advisor is unavailable, including the sale of high-value products and services.
- Respond to incoming telephone calls and client requests to process wires/cables and 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 portfolio management by reviewing customer documentation for compliance with regulations and bank policies.
- Coordinate communication to customers regarding financial information for credit renewals, reviews, and temporary overdraft protection.
- Monitor diaries for upcoming maturities/renewals/expiries and advise the Private Banking Advisor.
- Assist the Manager, Private Banking Operations in rolling out special marketing or client events.
- Ensure marketing material is current.
- Perform activities related to building and maintaining deposits and investment accounts.
- Process look-ups and provide information on accounts and loans.
- Process cheque orders and 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.
- Possess working knowledge of branch routine and operations of other departments and CIBC partners.
- Understand that success is in the details and possess critical thinking skills.
- Be legally eligible to work at the specified location(s).
- Where applicable, have a valid work or study permit.
- May be asked to complete an attribute-based assessment and other skills tests.
- Artificial intelligence tools are used during the recruitment process.
Skills
- Credit Processes
- Customer Service
- Lending
- Mortgages
- Private Banking
Location
- Toronto-CC North 1st Floor
Work Type
- On-site and remote work (proportion to be discussed at interview)
- Full-time
Experience Level
- Not specified
Education Level
- Not specified
Salary/Compensations
- Competitive salary
Benefits
- 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, team members are empowered at work, 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.
- CIBC provides spaces and technological tools to bring together great minds for innovative solutions.
- CIBC cultivates a culture where ambition can be expressed through initiatives like Purpose Day.
Equal Opportunity
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
- CIBC seeks applicants with a wide range of abilities and provides an accessible candidate experience.
- If accommodation is needed, please contact Mailbox.careers-carrieres@cibc.com.
- CIBC is committed to clarity in our hiring process.
- All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.