Jobs
>
Calgary

    Associate, Private Banking Advisor - Calgary, Canada - CIBC

    CIBC
    CIBC Calgary, Canada

    2 weeks ago

    CIBC background
    Temps plein
    Description

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients.

    À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d'agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu'ils sont et ce qu'ils font.

    Pour en savoir plus sur la Banque CIBC, visitez le site .

    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.

    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 Client Service Manager 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 some 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.

    • Ce que la Banque CIBC vous offre

    À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu'employé, nous nous efforçons de créer des occasions qui vous permettront d'exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.

  • Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l'adhésion à un programme d'avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d'achat d'actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.
  • Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.
  • Nous favorisons une culture qui encourage l'expression de vos ambitions au moyen d'initiatives comme la journée Raison d'être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.

    • Sous réserve des modalités du régime et du programme

    Ce que vous devez savoir

  • La Banque CIBC s'est engagée à créer un milieu de travail intégrateur où tous les membres de l'équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d'un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d'une solution d'adaptation, écrivez à .
  • Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s'il y a lieu, détenir un permis de travail ou d'études valide.
  • Nous pourrions vous demander de remplir une évaluation fondée sur les attributs et d'autres tests de compétences (comme la simulation, la programmation, la maîtrise du français, MS Office). Notre objectif pour le processus de demande est d'en apprendre davantage sur vous et sur tout ce que vous avez à offrir, et de vous donner l'occasion d'en apprendre davantage sur nous.

    • Lieu de travail

    Calgary-301-8th Ave. SW, 3rd

    ​

    ​ Type d'emploi

    Permanent

    Heures de travail hebdomadaires

    37.5

    Compétences

    Développement d'entreprise, Expérience client (CX), Gestion de fortune, Gestion de la relation clientèle, Gestion de portfolios, Pensée analytique, Produits financiers, Résolution des problèmes de la clientèle
  • National Bank of Canada

    Banking Advisor

    1 week ago

    National Bank of Canada Calgary, Canada

    **Primary Locations**:Calgary, Alberta**: · **Attendance**:On-site**: · **Employee Status**:Regular**: · **Schedule**:Full-time**: · As a Banking Advisor at the National Bank, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clie ...

  • CIBC

    Private Banking Advisor

    2 weeks ago

    CIBC Calgary, Canada

    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 ...

  • Royal Bank of Canada

    Banking Advisor Intern

    1 week ago

    Royal Bank of Canada Calgary, Canada

    **Job Summary** · **What is the opportunity?** · This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As ...

  • Christian Credit Union

    Business Banking Advisor

    2 days ago

    Christian Credit Union Calgary, Canada

    **Business Banking Advisor - Calgary** · Christian Credit Union is a financial services organization that encourages biblical stewardship with service and advice from experts, while offering modern banking technology and a comprehensive range of financial services solutions. We a ...

  • ATB Financial

    Everyday Banking Advisor 3

    2 weeks ago

    ATB Financial Calgary, Canada

    **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 ...

  • ATB Financial

    Everyday Banking Advisor 2

    1 week ago

    ATB Financial Calgary, Canada

    **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 ...

  • ATB Financial

    Everyday Banking Advisor, Call Centre

    1 week ago

    ATB Financial Calgary, Canada

    **Our bottom line is different**.** · There's something special about working at ATB. 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 y ...

  • Diverse Workforce

    Everyday Banking Service Advisor, Atb Financials

    1 week ago

    Diverse Workforce Calgary, Canada

    We are currently looking for **Everyday Banking Advisors **within our** Client Care Call Centre**. Our clients value advisors who: · - Engage in conversation, ask open-ended questions, and actively listen with acknowledgement and empathy. · - You are obsessed with providing WOW e ...

  • Royal Bank of Canada

    Banking Advisor

    2 days ago

    Royal Bank of Canada Okotoks, Canada

    **Job Summary** · **What is the opportunity?** · This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As ...

  • Royal Bank of Canada

    Banking Advisor Intern

    2 weeks ago

    Royal Bank of Canada Airdrie, Canada

    **Job Summary** · **What is the opportunity?** · This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As ...

  • Royal Bank of Canada

    Banking Advisor Intern

    3 weeks ago

    Royal Bank of Canada CALGARY, Canada Full time

    Job Summary · Job Description · Job Description: · What is the opportunity? · This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, cred ...

  • Royal Bank of Canada>

    Banking Advisor Intern

    2 weeks ago

    Royal Bank of Canada> Airdrie, Canada

    Job Summary · Job Description · What is the opportunity? · This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment ...

  • National Bank of Canada

    Wealth Management Associate

    1 week ago

    National Bank of Canada Calgary, Canada

    **Primary Locations**:Calgary, Alberta**: · **Attendance**:On-site**: · **Employee Status**:Regular**: · **Schedule**:Full-time**: · Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in th ...

  • 0000050007 Royal Bank of Canada

    Banking Advisor Intern

    2 weeks ago

    0000050007 Royal Bank of Canada Airdrie, Canada Full time

    Job Description · What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RB ...

  • 0000050007 Royal Bank of Canada

    Banking Advisor Intern

    2 weeks ago

    0000050007 Royal Bank of Canada Strathmore, Canada Full time

    Job Description · Job Skills Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy Additional Job Details Address: · 100 RANCH MARKET, UNIT 121:STRATHMORE City: · STRATHMORE Country: · Can ...

  • Scotiabank

    Small Business Advisor- Edgemont, Calgary, Ab

    2 weeks ago

    Scotiabank Calgary, Canada

    Requisition ID: 172284 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What you'll be doing** · Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential ...

  • Scotiabank

    Scotiamcleod Administrative Assistant, Calgary

    2 weeks ago

    Scotiabank Calgary, Canada

    Requisition ID: 192200 · As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecti ...

  • Scotiabank

    Financial Advisor

    2 weeks ago

    Scotiabank Calgary, Canada

    Requisition ID: 179789 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...

  • Scotiabank

    Financial Advisor

    3 weeks ago

    Scotiabank Calgary, Canada

    Requisition ID: 171626 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...

  • Scotiabank

    Financial Advisor

    2 weeks ago

    Scotiabank Calgary, Canada

    Requisition ID: 172318 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themselves, and win together. ...