Private Banking Associate
2 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
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 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- 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. Job Location
10180-101 St Suite 1375
Employment Type
Regular
Weekly Hours
37.5
Skills
Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking
-
Private Banking Client Service Associate
4 weeks ago
Edmonton, Alberta, Canada TD Bank Full timePrivate Banking Client Service AssociateOur team is seeking a highly skilled and experienced Private Banking Client Service Associate to provide exceptional client service and support to our affluent clients.Main Responsibilities:Provide world-class client service at every interaction, ensuring timely and accurate responses to client inquiries.Produce...
-
Private Banking Professional
2 days ago
Edmonton, Alberta, Canada TD Bank Full timeJob OverviewWe are seeking a highly skilled and experienced Private Banking Client Service Associate to join our team at TD Bank. This role is responsible for providing exceptional client service, managing complex financial transactions, and contributing to the achievement of business objectives.
-
Private Banking Specialist
4 days 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 Specialist
3 days ago
Edmonton, Alberta, Canada TD Bank Full timeAs a Private Banking Client Service Specialist at TD Bank, you will play a vital role in delivering exceptional client service and support to our high net worth clients.The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work effectively in a team environment. You will be responsible for providing timely and...
-
Associate, Corporate Banking
2 days ago
Edmonton, Alberta, 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 Associate, Corporate Banking Location: Edmonton,...
-
Investment Banking Vice President/associate
4 days ago
Edmonton, Canada ATB Financial Full timeATB Financial is the 8th largest Canadian institution providing banking services with assets of $57 billion. A wholly owned subsidiary of ATB Financial, **ATB Capital Markets** has offices in Toronto, Calgary, Edmonton and Denver. Together, we represent a highly specialized team of experts who provide a full suite of financial service solutions including: -...
-
Associate, Commercial Banking
7 days 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...
-
Associate, Commercial Banking
1 week 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...
-
Pic Private Client Service Associate
5 days ago
Edmonton, Canada TD Bank Full time**PIC Private Client Service Associate**: - 423775BR **Job Category - Primary** - Wealth Management **Work Location** - 10088 - 102 Avenue Northwest **Employment Type** - Regular **City** - Edmonton **Time Type** - Full Time **Province/State** - Alberta **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD...
-
Private Banking Client Service Associate
3 weeks ago
Edmonton, Alberta, Canada TD Bank Full timeAssocié, service à la clientèle, services bancaires privésLieu de travail: Edmonton, Alberta, CanadaHoraire: 37.5Secteur d'activité: Gestion de patrimoine TDDétails 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 encourageons à...
-
Private Banking Client Service Associate
3 days ago
Edmonton, Alberta, Canada TD Bank Full timeAssocié, service à la clientèle, services bancaires privésLieu de travail: Edmonton, Alberta, CanadaHoraire: 37.5Secteur d'activité: Gestion de patrimoine TDDétails 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 encourageons à...
-
Associate, Private Debt
3 weeks ago
Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full timeCLOSING DATE: March 16, 2025 Opportunity You will interface with PDL’s internal and external partners, assessing investment opportunities, driving due diligence including thoughtful and thorough analysis, managing deal process and closing / funding transactions as well as on-going portfolio monitoring and reporting. Successful Associates across the...
-
Associate, Commercial Banking
2 weeks 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...
-
Private Trust Client Service Associate
7 days ago
Edmonton, Canada TD Bank Full time**Private Trust Client Service Associate**: - 416219BR **Job Category - Primary** - Wealth Management **Work Location** - 10088 - 102 Avenue Northwest **Employment Type** - Regular **City** - Edmonton **Time Type** - Full Time **Province/State** - Alberta **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** TD...
-
Private Banker Team Lead
1 week ago
Edmonton, Canada Scotiabank Full time**Requisition ID**: 159584 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose As a leader of a Private Banking team the incumbent contributes to the Private Banking’s success through leading the delivery of sound advice and administration of the Private Banking team’s assigned book of...
-
Private Banker Team Lead
5 days ago
Edmonton, Canada Scotiabank Full timeRequisition ID: 159584 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose As a leader of a Private Banking team the incumbent contributes to the Private Banking’s success through leading the delivery of sound advice and administration of the Private Banking team’s assigned book of business....
-
Associate, Private Wealth Rotational Program
2 weeks 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...
-
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...
-
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Client Service Associate, Agriculture Commercial Banking (12 month contract)Be a part of this winning team Do you have a passion and/or history within the Agriculture industry?This exciting role contributes to the overall success of...
-
Personal Banking Associate
6 days ago
Edmonton, Canada TD Bank Full time**Personal Banking Associate**: - 430815BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 133 Millbourne Mall **Employment Type** - Regular **City** - Edmonton **Time Type** - Part Time **Province/State** - Alberta **Hours** - 18.75 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...
