Private Banking Associate

CIBC; Burlington; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC in Burlington, Canada is seeking a role in frontline operations within the Quebec Region to support clients with transactional duties and office management. You will work closely with Private Banking staff and management to ensure efficient service delivery.

The role emphasizes accuracy, compliance with CIBC policies, and a collaborative, client-focused work environment. Work arrangements will be discussed at interview.

Qualifications

• Experience handling debit/credit entries and balancing cash.
• Knowledge of foreign currency transactions and banking basics.
• Strong communication and problem-solving skills.

Responsibilities

• Monitor and support frontline operations for the Quebec Region.
• Handle transactional duties and office management for clients.
• Assist the management team and coordinate with Private Banking staff.

Skills

Analytical Thinking

Business Development

Client Issue Resolution

Client Service

Customer Experience

Financial Products

Portfolio Management

Wealth Management

Job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

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.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

In this role, you will help monitor and support the frontline operations team for the Quebec Region with all transactional duties and office management supporting our clients and working in harmony with the employees in our region and the management team.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

• Client Service – Greet customers arriving for meetings and arrange contact with appropriate Private Banking Centre staff. Handle walk-in high value customer's basic transactional banking needs and requests (e.g., deposits, withdrawals, over-limits to ABM, requests for drafts, cheque certification, foreign currency, etc.). Demonstrate the functionality of self-serve banking equipment to customers as requested via online banking.
• Administrative Support – Balance cash holdings, branch clearings, and all associated debits and credits for transactions posted. Oversee and manage administration including maintenance of office equipment, stationary and coordination of office functions and events. Work with the manager of operations to support health and safety, expense reports, and onboarding new team members. This role is critical to the private banking business and will be helping the management team in supporting queries from the various portfolios within the Quebec region.
• Client Commitment- Provide exceptional quality service. Respond and serve clients by finding mutually satisfactory solutions while ensuring compliance with CIBC policies and procedures.

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 understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You can demonstrate experience with debit and credit entries, balancing cash, foreign currency transactions etc., in order to process customer transactions. Knowledge of convenience and high value products and services sufficient to complete customers transactional private banking needs and respond to general questions regarding the high value offer.
• You are a strong communicator. You are able to communicate effectively to staff and clients and have problem solving skills sufficient to resolve numerous issues and conflicts.
• Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• 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 through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
• Subject to plan and program terms and conditions

What You Need To Know

• 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 [e-mail]
• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

WM BURLINGTON - HARVESTER

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Portfolio Management, Wealth Management