Private Banking Associate Co-op - Bilingual

What You'll Be Doing

The Associate Co‑op, Private Banking, provides support to one or more Private Banking Advisor teams. The primary responsibility is to provide exceptional service to Private Banking clients by assisting with transactional banking needs and responding to their queries. The employee will promote and sell CIBC products and services and assist clients with lending, borrowing, investing, or commercial lending.

During the internship you will:

• Engage and support various client transactions, gaining an understanding of day‑to‑day transactions of our clients.
• Support Private Bankers by working closely with an experienced team to support their daily activities.
• Prepare client presentations.
• Respond to clients verbally and in writing and analyze financial data to help inform decision‑making.
• Observe and learn from seasoned bankers as they interact with clients and manage their portfolios.

This will give you a deeper understanding of client relationship management and the importance of personalized service in private banking.

How You’ll Succeed

• Client Service – Effectively deal with any client issues, concerns or problems promptly. 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 client requests to process wires/cables and visa, tax and bill payments, and ensure requests get completed. 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.

Who You Are

• You put our clients first. You engage with purpose to find the right solutions and go the extra mile. Strong client service orientation and attention to detail.
• You can demonstrate experience with loan, mortgage, and investment products sufficient to respond to general customer inquiries.
• You have a working knowledge of branch routine and operations of other departments and CIBC partners.
• You understand that success is in the details. You notice things that others don’t. Your critical thinking skills inform decision‑making.
• Values matter to you. You bring your real self to work and live our values – trust, teamwork and accountability.
• You’re fluent in French and English to serve our clients.

Important Information

Assessment and skills tests may be required (simulation, coding, French proficiency, MS Office). You must be currently enrolled in post‑secondary education and returning to full‑time studies. Recruitment timeline: Applications review – June/July; Interviews – June/July; Offers – July.

Work Location: Montreal, QC. Employees must work within their current jurisdiction and reside within Canada.

Duration of term: Fall2026 (September2026–December2026).

Expected End Date

2026-12-18

Job Location

Mont‑1155 Rene Levesque O‑1125

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Administrative Coordinating, Banking, Business Administration, Client Relationship Building