Private Banking Associate Co-op

1 week ago


Halifax, Canada CIBC Full time

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

What You’ll Be Doing

You will provide administrative and sales support to one or more Private Banking Advisors. As a Private Banking Associate Summer Co-Op, 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.

Important Information
- Duration of term: Summer 2025 (May 2025 - August 2025).
- You must be currently enrolled in post-secondary education and returning to full-time studies to be eligible. However, you do not need to be in a registered Co-op program to be considered for this role.
- You are a university student currently enrolled in an undergraduate or graduate program.
- You have a strong knowledge of MS Office - PowerPoint, Excel, Outlook, Word.
- You must be legally eligible to work within Canada.

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).
- 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 special projects or client events, and ensure the marketing material is current. 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.
- You're fluent in English.
- 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
- Subject to program terms and conditions

What you need to know- 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 Expected End Date

2025-08-22

Job Location

Halifax-1809 Barrington St. 16

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Credit, Investment Products, Private Banking



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