Private Banking Associate Fall Co-op AB

What You’ll Be Doing

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.

• Client Service: Greet customers arriving for meetings and arrange contact with the 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 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.
• 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 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 the system.

• You put our clients first, engaging with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You can demonstrate experience in loan, mortgage, and investment products sufficient to respond to general customer inquiries.
• You possess working knowledge of branch routine and operations of other departments and CIBC partners, sufficient to address client inquiries adequately and/or refer to the appropriate source.
• You understand that success is in the details, noticing things that others don’t.
• Your critical thinking skills help to inform your decision making.
• You’re fluent in English.
• Values matter to you; you bring your real self to work and live our values – trust, teamwork and accountability.

• Competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and Moment Makers, a social, points‑based recognition program.
• Subject to program terms and conditions.

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 provide an accessible candidate experience. If you need accommodation, please contact Mailb

CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You must be legally eligible to work at the location(s) specified above and, where applicable, have a valid work or study permit.

• Job Location:
  
  Calgary, AB (Calgary-301-8th Ave. SW, 3rd).
• Duration of Term:
  Fall 2026 term (September 2026 – December 2026).
• Employment Type:
  
  Temporary (Fixed Term).
• Weekly
  
  Hours:
  
  37.5.
• Skills:
  
  Banking, Detail‑Oriented, Interpersonal Communication, Problem Solving, Team Player.
• Expected End Date: .