Senior Private Banking Associate

CIBC; Vaughan; On-site; CAD 75,000 - 85,000; Full time

Job summary

A leading bank is seeking a Senior Private Banking Associate to deliver exemplary service and support to clients in their financial needs. This role encompasses administrative tasks, resolving client issues, and meeting sales targets while promoting banking products. Ideal candidates will possess strong financial knowledge and communication skills, and be proactive in client engagement.

Benefits

Competitive salary

Incentive pay

Employee share purchase plan

Defined benefit pension plan

Wellbeing support

Vacation offering

MomentMakers recognition program

Qualifications

• Experience with loan, mortgage, and investment products to respond to inquiries.
• Strong attention to detail and communication skills required.
• Ability to service financial needs and support Portfolio management.

Responsibilities

• Provide administrative and sales support to Private Banking Advisors.
• Assist clients with transactional banking and respond to queries.
• Meet sales targets and promote CIBC products and services.

Skills

Client Service

Customer Experience (CX)

Ensure Compliance

Financial Products

Transaction Banking

Wealth Management

Job description

Join to apply for the Senior Private Banking Associate role at CIBC

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Join to apply for the Senior Private Banking Associate role at CIBC

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

You will provide administrative and sales support to one or more Private Banking Advisors. As a Senior 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. You will have sales targets and will promote CIBC products and services to clients.

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 – Effectively deal with any client issues, concerns or problems promptly. 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 clients requests to process wires/cables and visa, tax and bill payments, and ensure requests get completed. 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.
  
  

Who You Are

• You put our clients first. You engage with purpose to find the right solutions. You have strong attention to detail and accuracy and strong communication/business writing skills required to respond to client inquiries
• 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.
  
  

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]
• 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 tests (such as simulation, coding, French proficiency, MS Office). 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

610 Applewood Crescent Suite 504

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Ensure Compliance, Financial Products, Transaction Banking, Wealth Management

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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