National Private Banking Coordinator
3 weeks ago
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
**Job Description**:
What You’ll Be Doing
The senior associate position is a critical position on the CIBC Private Banking head office team. The primary purpose of the role is to provide support, typically of an operational or tactical nature, to the Managing Director. The role requires effective management of the demands of the Managing Director to achieve national operational goals by coordinating and ensuring implementation of multiple management functions associated with the conduct of the region’s daily business. The National Private Banking Coordinator is responsible for providing a high level of service to internal and external clients through effective consulting with the offices, internal partners and head office.
How You’ll Succeed
Provide administrative support - Understand corporate business goals, objectives, and operating environment, develops and implements plans to enable the business in meeting goals and objectives. You will track and conduct follow up on Private Banking business initiatives to support effective implementation, working with partners in various lines of business to ensure timelines and reporting requirements are met. Acts as a single point of contact for all national administrative activities. You will manage the day-to-day administrative activities in support of the Managing Director and conduct research and analysis on behalf of the Managing Director as it relates to special projects that may influence strategic and/or operational initiatives. You will act as a national resource to the Region heads on matters relating to competitive recruits; manage headcount, recruitment initiatives and the allocation of human resources across the business.
- You will resolve routine operational problems or issues by:
- Investigating, analyzing and providing an informed and independent opinion or recommendation on such things as compliance issues, changes to policies, adequacy of operational controls, risk assessment, and control activities.
- Modifying established procedures and approaches to suit specific situations. Escalate issues only as required.
You will champion CIBC’s values and provide support in a manner consistent with the highest quality standards and CIBC objectives.
Collaboration - Build strong partnerships with key support groups and with a variety of business partners. Liaise with Head Office and Corporate Real Estate, assist with real estate issues including renovations, branch consolidations, and space allocation. Work with Head Office partners to implement business initiatives as required. You will assess the importance and sensitivity/confidentiality of issues arising and determining appropriate course of action in the absence of the Managing Director. You will act as a national resource to the Directors and Private Bankers on matters relating to competitive recruits, and client complaints. You will oversee the offices’ business processes and act as a resource for business management issues (e.g. facilities/equipment procurement). This job interacts on a regular basis with Executive Director, Directors and Private Bankers in Private Banking, in addition to all levels of staff including executives and senior management throughout CIBC. You will collaborate with partners when obtaining or exchanging information to meet job requirements, or when identifying, discussing and resolving business issues related to the region. These partners include Finance, Human Resources, Branch Staffing, Compliance, Business Risk, Technology, National Marketing, Product, Corporate Real Estate and Training & Development.
Who You Are
- You have experience in. You have financial industry experience and knowledge. You have strong organization and administrative skills at a senior level with the ability to handle a number of incoming requests and prioritize appropriately. You have developed influential skills sufficient to promote and elicit client cooperation and consensus in the acceptance of revised/new approaches and policies and have sound decision making skills. You have knowledge of and demonstrated ability to plan, schedule, and implement office processes.
- 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 operate with considerable independence to identify priorities and to meet business/and or client needs. You can maintain an understanding of the different business needs and challenges and, where there is significant change on-going in a fast-paced and h
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