Associate, Private Banking Advisor

2 weeks ago

Calgary, Canada Canadian Imperial Bank of Commerce Full time

Associate, Private Banking Advisor page is loaded Associate, Private Banking Advisor Apply locations Calgary, AB time type Full time posted on Posted 2 Days Ago job requisition id 2411381

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 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.

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 Client Service Manager 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 some 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

Calgary-301-8th Ave. SW, 3rd

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Financial Products, Portfolio Management, Wealth Management Similar Jobs (1) Associate, Private Investment Counsel locations Calgary, AB time type Full time posted on Posted 7 Days Ago

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.

#J-18808-Ljbffr

  • Associate, Private Banking Advisor

    2 weeks ago

    Calgary, Canada Canadian Imperial Bank of Commerce Full time

    Associate, Private Banking Advisor page is loaded Associate, Private Banking Advisor Apply locations Calgary, AB time type Full time posted on Posted 2 Days Ago job requisition id 2411381 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Associate, Private Banking Advisor

    2 weeks ago

    Calgary, Canada Canadian Imperial Bank of Commerce Full time

    Associate, Private Banking Advisor page is loaded Associate, Private Banking Advisor Apply locations Calgary, AB time type Full time posted on Posted 2 Days Ago job requisition id 2411381 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Associate, Private Banking Advisor

    2 weeks ago

    Calgary, Canada Canadian Imperial Bank of Commerce Full time

    Associate, Private Banking Advisor page is loaded Associate, Private Banking Advisor Apply locations Calgary, AB time type Full time posted on Posted 2 Days Ago job requisition id 2411381 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Associate, Private Banking Advisor

    1 week ago

    Calgary, AB, Canada Canadian Imperial Bank of Commerce Full time

    Associate, Private Banking Advisor page is loaded Associate, Private Banking Advisor Apply locations Calgary, AB time type Full time posted on Posted 2 Days Ago job requisition id 2411381 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...

  • Associate, Private Banking Advisor

    2 weeks ago

    Calgary, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Associate Wealth Advisor

    5 days ago

    Calgary, Canada CC&L Private Capital Full time

    Position: Associate Wealth Advisor Location: Calgary, Alberta Job Id: 1517 # of Openings: 1 Associate Wealth Advisor Connor, Clark & Lunn Private Capital Ltd. Calgary, AB Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held...

  • Banking associate private banking 1859

    7 days ago

    Calgary, Canada National Bank Full time

    Attendance Hybrid Job Number 20837 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 17-Apr-2024 Location: Calgary, Alberta City Calgary Province/State Alberta Area of Interest: Advisory services, Personal banking A career as a Banking Associate with Private Banking 1859 at...

  • Banking Associate Private Banking 1859

    6 days ago

    Calgary, Canada National Bank Full time

    Attendance Hybrid Job Number 20837 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 17-Apr-2024 Location: Calgary, Alberta City Calgary Province/State Alberta Area of Interest: Advisory services, Personal banking A career as a Banking Associate with Private Banking 1859 at...

  • Banking Associate Private Banking 1859

    2 weeks ago

    Calgary, Canada NBC Full time

    Area of Interest: Advisory services, Personal banking ...

  • Banking Associate Private Banking 1859

    2 days ago

    Calgary, Canada National Bank of Canada Full time

    This is a hybrid position reporting to the Manager of Client Services, Private Banking 1859._ **Your job**: - Support the Senior Private Banker in delivering services and ensuring administrative follow-up. - Ensure client satisfaction and loyalty by developing personalized, trust-based relationships. - Optimize interactions with clients and identify...

  • Associate Wealth Advisor

    21 hours ago

    Calgary, Canada Cclprivatecapital Full time

    Associate Wealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Calgary, ABBecoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and through a model of mentorship learn to help clients achieve their...

  • Associate Wealth Advisor

    19 hours ago

    Calgary, Canada Cclprivatecapital Full time

    Associate Wealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Calgary, ABBecoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and through a model of mentorship learn to help clients achieve their...

  • Associate Wealth Advisor

    18 hours ago

    Calgary, Canada Cclprivatecapital Full time

    Associate Wealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Calgary, ABBecoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and through a model of mentorship learn to help clients achieve their...

  • Banking Advisor

    1 week ago

    Calgary, Canada National Bank of Canada Full time

    **Primary Locations**:Calgary, Alberta**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and provide high-quality advice...

  • Associate Lawyer

    2 weeks ago

    Calgary, AB, Canada Urban Legal Recruitment Inc. Full time

    Our client is a leading business law firm practicing internationally from offices across Canada and in New York. Their clients include industry and business leaders in all segments of the market and at various stages in the growth of their businesses. Our client continues to be very busy with no shortage of high quality work. They are now seeking to add a...

  • Associate Lawyer

    5 days ago

    Calgary, AB, Canada Urban Legal Recruitment Inc. Full time

    Our client is a leading business law firm practicing internationally from offices across Canada and in New York. Their clients include industry and business leaders in all segments of the market and at various stages in the growth of their businesses. Our client continues to be very busy with no shortage of high quality work. They are now seeking to add a...

  • Scotiamcleod Administrative Associate

    1 month ago

    Calgary, Canada Scotiabank Full time

    Requisition ID: 178815 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Associate Lawyer

    1 week ago

    Calgary, AB, Canada Urban Legal Recruitment Inc. Full time

    Our client is a leading business law firm practicing internationally from offices across Canada and in New York. Their clients include industry and business leaders in all segments of the market and at various stages in the growth of their businesses. Our client continues to be very busy with no shortage of high quality work. They are now seeking to add a...

  • Associate Lawyer

    5 days ago

    Calgary, AB, Canada Urban Legal Recruitment Inc. Full time

    Our client is a leading business law firm practicing internationally from offices across Canada and in New York. Their clients include industry and business leaders in all segments of the market and at various stages in the growth of their businesses. Our client continues to be very busy with no shortage of high quality work. They are now seeking to add a...

  • Private Equity Associate

    5 days ago

    Calgary, Alberta, Canada TriWest Capital Partners Full time

    About TriWestBased in Calgary, Alberta, TriWest is a leading private equity firm in Western Canada, having raised over $1.6 billion of committed capital through seven funds. To date, TriWest has successfully invested in 48 companies across a broad cross-section of the economy in partnership with their management teams. TriWest's transactions involve...