Private Banking Associate- Bilingual

CIBC • Montreal, QC

8d • Hybrid

About The Position

In this role, you will help monitor and support the frontline operations team for the Quebec Region with all transactional duties and office management supporting our clients and working in harmony with the employees in our region and the management team. 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. This role is critical to the private banking business and will be helping the management team in supporting queries from the various portfolios within the Quebec region.

Requirements

• Client-centric approach
• Attention to detail
• Critical thinking skills to inform decision making
• Experience with debit and credit entries, balancing cash, foreign currency transactions
• Knowledge of convenience and high value products and services sufficient to complete customers transactional private banking needs and respond to general questions regarding the high value offer
• Strong communication skills to communicate effectively to staff and clients
• Problem solving skills sufficient to resolve numerous issues and conflicts
• Fluency in French and English

Responsibilities

• Greet customers arriving for meetings and arrange contact with appropriate Private Banking Centre staff.
• Handle walk-in high value customer's basic transactional banking needs and requests (e.g., deposits, withdrawals, over-limits to ABM, requests for drafts, cheque certification, foreign currency, etc.).
• Demonstrate the functionality of self-serve banking equipment to customers as requested via online banking.
• Balance cash holdings, branch clearings, and all associated debits and credits for transactions posted.
• Oversee and manage administration including maintenance of office equipment, stationary and coordination of office functions and events.
• Work with the manager of operations to support health and safety, expense reports, and onboarding new team members.
• Provide exceptional quality service.
• Respond and serve clients by finding mutually satisfactory solutions while ensuring compliance with CIBC policies and procedures.

Benefits

• competitive salary
• incentive pay
• banking benefits
• a benefits program
• defined benefit pension plan
• an employee share purchase plan
• a vacation offering
• wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees