CIBC - Private Banking Senior Associate - Bilingual
4 weeks ago
Position Overview
The role of the Senior Associate in Private Banking is pivotal in delivering exceptional service to our esteemed clients. This position entails supporting one or more Private Banking Advisor teams, ensuring that clients receive top-notch assistance with their banking transactions and inquiries.
Key Responsibilities
- Client Engagement: Welcome clients upon arrival and facilitate their connection with the appropriate team members. Address client inquiries promptly, ensuring confidentiality and a tidy service area. Follow up to guarantee resolution and satisfaction.
- Sales Initiatives: Promote and sell CIBC products and services to clients, identifying opportunities to enhance their banking experience. Conduct regular portfolio reviews and introduce new solutions tailored to client needs.
- Administrative Duties: Assist the Private Banking team with marketing initiatives and maintain up-to-date marketing materials. Manage documentation and ensure compliance with banking regulations.
Qualifications
- Exceptional communication skills, both written and verbal, to effectively respond to client needs.
- Strong client service orientation with meticulous attention to detail.
- Proficient in Microsoft Office Suite and familiar with banking systems.
- Fluency in both French and English to cater to a diverse clientele.
What We Offer
At CIBC, we prioritize your professional growth and well-being. We provide a competitive salary, comprehensive benefits, and opportunities for career advancement. Our inclusive culture fosters teamwork and accountability, ensuring that every team member feels valued.
Join Us
Become a part of a dynamic team that is dedicated to building lasting relationships with clients and contributing to their financial success.
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