Cibc
Banking
Associate,PrivateBankingFall2026Coop
“Associate, Private Banking Fall 2026 Co-op at Cibc. Skills: Private Banking, Client Service, Sales Support. Provide administrative and sales support. Provide exceptional service to clients”
Industry & Context.
Critical thinking
What They're Looking For.
Must Have
Currently enrolled in post-secondary education, Returning to full-time studies
Nice to Have
Co-op program enrollment
What You'll Do.
Provide administrative and sales support
Provide exceptional service to clients
Assist clients with transactional banking needs
Respond to client queries
Service financial needs of existing clients
Sell high value products
Respond to incoming telephone calls
Process wires and cables
tax and bill payments
Complete complex investigations for clients
Support Private Banking Advisor
Review customer documentation
Coordinate communication to customers
Obtain necessary financial information
Monitor diary for upcoming maturities
Advise Private Banking Advisor
Assist in rolling out special marketing events
Assist in rolling out client events
Ensure marketing material is current
Build and maintain deposits
Build and maintain investment accounts
Provide information on accounts
Provide information on loans
Process cheque orders
Input credit details into system
Input loan notes into system
How You'll Work.
Team & Collaboration
Work with Private Banking Advisors; Work with Sr. Team Leader; Work with Manager, Private Banking Operations
Applying for this Associate, Private Banking Fall 2026 Co-op role?
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