Private Banking Associate

CIBC•Toronto, ON

1d•Hybrid

About The Position

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. 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.

Requirements

Experience with debit and credit entries, balancing cash, foreign currency transactions etc., in order to process customer 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 communicator.
Able to communicate effectively to staff and clients.
Problem solving skills sufficient to resolve numerous issues and conflicts.
Values matter to you.
Bring your real self to work, and live our values – trust, teamwork, and accountability.
Be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Nice To Haves

Client Service
Customer Experience (CX)
Ensure Compliance
Financial Products
Transaction Banking
Wealth Management

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.
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.
Provide exceptional quality service.
Respond and serve clients by finding mutually satisfactory solutions while ensuring compliance with CIBC policies and procedures.