![Canadian Imperial Bank of Commerce](https://media.trabajo.org/img/noimg.jpg)
Private Banking Assistant
2 months ago
Private Banking Assistant page is loaded Private Banking Assistant Apply locations Edmonton, AB time type Full time posted on Posted 4 Days Ago job requisition id 2416244
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 Private Banking Assistant, 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.
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 individual. Effectively deal with any client issues, concerns or problems promptly or refer to others as appropriate. 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 telephone calls and clients requests to process wires/cables and visa, tax and bill payments, and ensure requests get completed. Manage all fax requests for money orders, drafts, currency exchanges, etc. and ensure all requests are ready for customer to pick up in the branch. 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.
- Administrative Support – Assist the Manager, Private Banking Operations in rolling out special marketing or client events, and ensure the marketing material is current. Carry out a range of activities related to building and maintaining deposits as well as investment accounts. Process look-ups and provide information on accounts, loans and process cheque orders, and input credit details and loan notes into system.
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 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 Mailbox.careers-carrieres@cibc.com
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
Edmonton-10180-101st StreetEmployment Type
RegularWeekly Hours
37.5Skills
Customer Experience (CX), Customer Service, Office Administration, Prioritization, Private Banking, Product Knowledge, Reception Duties At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
-
Assistant, Private Banking
3 months ago
Edmonton, Canada CIBC Full timeWe’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...
-
Private Banking Specialist
3 months ago
Edmonton, Canada CWB Financial Group Full timeAt CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...
-
Private Banking Client Service Associate
2 months ago
Edmonton, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - This role is responsible for servicing the needs of High Net Worth (HNW) clients and ensuring that each one has a legendary client experience. As part of the team, the Private Client Service Associate (PCSA) will provide administrative...
-
Private Banking Client Service Associate
2 months ago
Edmonton, Canada TD Bank Full time**Work Location**: Edmonton, Alberta, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **CUSTOMER** - **Provide exceptional client service at every customer interaction**: - **Produce reports and compose correspondence as required**: - **Execute on client products and services with the utmost in accuracy**: - **Verify and correct...
-
Private Banking Client Service Associate
2 weeks ago
Edmonton, Canada TD Bank Full timeAssocié, service à la clientèle, services bancaires privés Lieu de travail: Edmonton, Alberta, Canada Horaire: 37.5 Secteur d’activité: Gestion de patrimoine TD Détails de la rémunération: Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous...
-
Private Banking Client Service Associate
2 weeks ago
Edmonton, Canada TD Bank Full timeAssocié, service à la clientèle, services bancaires privés Lieu de travail: Edmonton, Alberta, Canada Horaire: 37.5 Secteur d’activité: Gestion de patrimoine TD Détails de la rémunération: Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous...
-
Experienced Private Banking Specialist
3 weeks ago
Edmonton, Alberta, Canada BMO Full timeJob Overview:We are seeking a skilled and committed Wealth Sales & Service Manager to become a vital part of our team at BMO Financial Group. In this influential role within our Wealth Management division, you will be tasked with cultivating, overseeing, and enhancing lucrative banking relationships with affluent clients and potential clients. Your...
-
Private Banker
4 weeks ago
Edmonton, Canada Disability Solutions Full timeAt CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsLocation: Edmonton, Gateway Banking Centre CWB is a...
-
Private Banker
4 weeks ago
Edmonton, Canada CWB Financial Group Full timeAt , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Role Specifications Location: Edmonton, Gateway...
-
Corporate Banking Associate
16 hours ago
Edmonton, Alberta, Canada CWB Financial Group Full timeAbout the RoleCWB Financial Group is seeking a highly skilled and experienced Corporate Banking Associate to join our team. As a key player in shaping the credit structuring, execution, and expansion of our Corporate Banking portfolio, you will have the opportunity to thrive in a collaborative, team-driven atmosphere while making a significant impact on our...
-
Housekeeping Assistant
1 day ago
Edmonton, Alberta, Canada Mokhtar-Private Household Full timeAbout the RoleWe are seeking a reliable and detail-oriented Housekeeper to join our team at Mokhtar-Private Household. As a Housekeeper, you will be responsible for maintaining the cleanliness and organization of our private residence.Key ResponsibilitiesCleaning and Maintenance: Sweep, mop, wash, and polish floors, dust furniture, vacuum carpeting, area...
-
Corporate Banking Associate
3 weeks ago
Edmonton, Alberta, Canada CWB Financial Group Full timeAt CWB Financial Group, we are dedicated to creating value for our stakeholders: our employees, clients, and investors. We achieve this by: Prioritizing people and fostering meaningful relationships Embracing innovative ideas Recognizing that our methods are as crucial as our objectives Position: Associate in Corporate Banking Location:...
-
Associate, Commercial Banking
3 months ago
Edmonton, Canada ATB Financial Full time**OUR BOTTOM LINE IS DIFFERENT.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...
-
Corporate Banking Associate
3 weeks ago
Edmonton, Alberta, Canada CWB Financial Group Full timeAt CWB Financial Group, we are dedicated to creating value for our stakeholders: our employees, clients, and investors. We achieve this by: Prioritizing relationships and putting people first Embracing innovative ideas and approaches Valuing the process as much as the outcome Position: Corporate Banking Associate Location: Flexible options...
-
Associate, Corporate Banking
3 weeks ago
Edmonton, Canada Canadian Western Bank Full timeAt CWB, we strive to build value for the people who choose us every day: our people, our clients, and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as...
-
Associate, Corporate Banking
3 weeks ago
Edmonton, Canada Canadian Western Bank Full timeAt CWB, we strive to build value for the people who choose us every day: our people, our clients, and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as...
-
Associate, Commercial Banking
3 months ago
Edmonton, Canada ATB Financial Full time**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...
-
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: 204753 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities....
-
PIC Private Client Service Associate
2 weeks ago
Edmonton, Canada TD Bank Full timePIC Private Client Service Associate Work Location: Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this...
-
bank clerk
2 weeks ago
Edmonton, Canada UMC Financial Management Inc. Full timeWork Term: PermanentWork Language: EnglishHours: 40 hours per weekEducation: College/CEGEPExperience: Experience an assetWork settingUrban areaFinancial management/servicesPrivate sectorTasksCompile records of deposit, loan and mortgage paymentsStore, update and retrieve financial dataSort, verify and process financial transactionsMaintain financial...