Private Banking Associate Fall 2026 Co-op, Calgary, 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.

How You’ll Succeed

• 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...