Private Banking Associate Fall 2026 Co-op, Calgary, AB

CIBC•Calgary, AB

3d•Onsite

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. You will provide administrative and sales support to one or more Private Banking Advisors. As a Private Banking Associate Summer Co-Op, 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. To successfully perform the work, you’ll be on-site full-time.

Requirements

Currently enrolled in post-secondary education and returning to full-time studies.
Demonstrate experience in 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.
Fluent in English.

Nice To Haves

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 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.

Responsibilities

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).
Respond to incoming telephone calls and emails from clients requesting to process wires/cables and visa, tax and bill payments, and ensure requests get completed.
Manage all requests for bank drafts, currency exchanges, etc. and ensure arrangements are made for delivery or pick-up.
Complete complex investigations for clients concerning account activity.
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.
Assist the Client Service Manager in special projects or client events, and ensure the marketing material is current.
Process look-ups and provide information on accounts, loans and process cheque orders, and input credit details and loan notes into system.