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 Manager, Private Banking Operations 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 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 live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
- Job Location
- Toronto-CC North 1st Floor
Skills
Credit Processes, Customer Service, Lending, Mortgages, Private Banking
