- 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.
- 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 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.
- You a certified professional. You have, or are working towards, your Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH). Investment Representative (IR) or Registered Representative (RR) licensing considered an asset.
- Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
- 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.
- 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.
-
Senior Private Banking Associate
15 hours ago
CIBC Vancouver, Canada Temps pleinNous 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 ...
-
Banking Associate Private Banking 1859
1 week ago
National Bank of Canada Vancouver, Canada**Primary Locations**:Vancouver, British Columbia**: · **Attendance**:Hybrid**: · **Employee Status**:Regular**: · **Schedule**:Full-time**: · National Bank - Banking Associate Private Banking 1859 · Private Banking 1859 provides a boutique, red-carpet experience to ultra-high ne ...
-
Private Banking Associate
13 hours ago
Royal Bank of Canada Vancouver, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
Private Banking Associate
3 days ago
Royal Bank of Canada Vancouver, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
Business Banking Associate
1 week ago
TD Bank Vancouver, Canada401710BR · Commercial Banking · Vancouver, BC · March 3, 2023 · Company Overview · Department Overview · TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every s ...
-
Personal Banking Associate
3 days ago
TD Bank Vancouver, Canada**TD Description** · Stay current and competitive. Carve out a career for yourself. Grow with us. · **Department Overview** · At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long · - lasting relationships with our customers. By understanding their ...
-
Private Banking Associate
5 days ago
Royal Bank of Canada Vancouver, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
Personal Banking Associate
13 hours ago
TD Bank Vancouver, Canada406421BR · Retail Banking - Customer Service · Vancouver, BC · April 17, 2023 · Company Overview · Department Overview · At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long · - lasting relationships with our customers. By understanding their need ...
-
Business Banking Associate
1 week ago
TD Bank Vancouver, Canada408337BR · Commercial Banking · Vancouver, BC · May 9, 2023 · Company Overview · Department Overview · TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sec ...
-
Personal Banking Associate
3 days ago
TD Bank Vancouver, Canada411502BR · Retail Banking - Customer Service · Vancouver, BC · June 9, 2023 · Company Overview · Department Overview · At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long · - lasting relationships with our customers. By understanding their needs ...
-
Personal Banking Associate
5 days ago
TD Bank North Vancouver, Canada425903BR · Retail Banking - Customer Service · North Vancouver, BC · November 22, 2023 · Hours · 37.50 · Workplace Model · Onsite · Pay Details · Department Overview · At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long · - lasting relationships ...
-
Personal Banking Associate
13 hours ago
BMO Financial Group Vancouver, Canada958 Denman Street Vancouver British Columbia,V6G 2M2 · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within t ...
-
Personal Banking Associate
1 week ago
BMO Financial Group Vancouver, Canada1004 Hamilton Street Vancouver British Columbia,V6B 2R9 · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively withi ...
-
Personal Banking Associate
6 days ago
BMO Financial Group Vancouver, Canada455 W Georgia Street Vancouver British Columbia,V6B 1B3 · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively withi ...
-
Premium Banking Associate
1 week ago
National Bank of Canada Vancouver, Canada**Primary Locations**:Vancouver, British Columbia**: · **Attendance**:Hybrid**: · **Employee Status**:Regular**: · **Schedule**:Full-time**: · Private Banking 1859 provides a boutique, red-carpet experience to ultra-high net worth clients with personal banking and business needs ...
-
Investment Banking Associate
2 days ago
AGENTIS CAPITAL Vancouver, Canada**Our Firm** · Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm was recently awarded IJGlobal's 2021 North American Financial Advisor of the Year award. Our guiding principles an ...
-
Personal Banking Associate
3 days ago
BMO Financial Group Vancouver, Canada480 South-West Marine Drive Vancouver British Columbia,V5X 0C4 · Join a buzzing team who are serving the community with terrific service and providing outstanding banking solutions to achieve above standard service and branch recognition This team also cares about you and your de ...
-
Personal Banking Associate
5 days ago
BMO Financial Group Vancouver, Canada2388 4th Avenue West Vancouver British Columbia,V6K 1P1 · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively withi ...
-
Investment Banking Associate
1 week ago
beBee Professionals Vancouver, Canada Investment Bankers FreelanceJob Title: Investment Banking Associate · Location: Vancouver, Canada · Company: beBee Professionals · Job Description: · We are looking for an Investment Banking Associate to join our team in Vancouver. The successful candidate will be responsible for providing financial advice ...
-
Associate, Global Investment Banking
13 hours ago
CIBC Vancouver, CanadaWe'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 ...
Senior Private Banking Associate - Vancouver, Canada - CIBC
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.
The pay range for this role is $51,620 - $65,000
How You'll Succeed
Who You Are
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.
Sous réserve des modalités du régime et du programme
Ce que vous devez savoir
Lieu de travail
Vancouver-400 Burrard 3rd
Type d'emploi
PermanentHeures de travail hebdomadaires
37.5Compétences
Assurer la conformité, Expérience client (CX), Gestion de fortune, Gestion de la relation clientèle, Produits financiers, Transaction bancaire