Client-Focused Private Banking Associate

CIBC; Calgary; On-site; CAD 60,000 - 75,000; Full time

Job summary

CIBC in Calgary is seeking a Private Banking Associate to provide administrative and sales support to Private Banking Advisors. You will assist clients with transactional banking needs, including lending, borrowing, investing, and related services.

Work arrangement will be discussed during the interview, with a mix of on-site and remote work. Prior experience in private banking or related financial services helps you respond to client inquiries and support advisory teams.

Qualifications

• Proactive client service for Private Banking clients.
• Working knowledge of loans, mortgages and investments.
• Strong attention to detail and compliance with policies.

Responsibilities

• Provide administrative and sales support to Private Banking Advisors.
• Assist clients with transactional banking needs and inquiries.
• Support deposits, investments and credit renewals as needed.
• Assist with client events and marketing initiatives.

Skills

Client Service

Sales Support

Operations

Administration

Financial Knowledge

Job description

CIBC in Calgary is seeking a Private Banking Associate to provide administrative and sales support to Private Banking Advisors. You will assist clients with transactional banking needs, including lending, borrowing, investing, and related services.

Work arrangement will be discussed during the interview, with a mix of on-site and remote work. Prior experience in private banking or related financial services helps you respond to client inquiries and support advisory teams.