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CIBC

Runs banking and investment services across North America

Client Engagement Associate

Retail & Commercial BankingUpdated on Nov 13
Full-timeNanaimo, BC, Canada

About the Job

Requirements

  • Be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.
  • Be flexible to work banking centre hours, including possible evenings and weekends.
  • Be flexible to work at multiple banking centres within a reasonable travel distance.
  • Demonstrate digital literacy and the ability to adapt to new tools and trends.
  • Demonstrate client service, financial products, transaction services, client issue resolution, customer experience, empathy, interpersonal communication, and standards compliance.

Responsibilities

  • Help clients manage their accounts and products and make client interactions meaningful.
  • Ask questions to understand client needs and explain relevant banking products and services.
  • Support the sale of products and services suited to clients' needs.
  • Identify opportunities to connect clients with appropriate CIBC team members.
  • Take accountability for client issues, gather information, and collaborate with others to develop solutions.
  • Introduce clients to mobile banking applications and help them manage their banking needs with technology.
  • Assist with banking transactions and complete sales of basic banking products.
  • Work on-site full-time at a banking centre.

About the Company

CIBC

Runs banking and investment services across North America

CIBC runs personal and business banking, wealth management and capital markets businesses for clients in Canada and the United States. Its Canadian retail bank pairs banking centres and contact centres with mobile and online services, while its U.S. business focuses on commercial clients and private wealth. Customers use its accounts, mortgages, loans and investment services to manage cash, borrow and invest. The bank earns interest on lending, charges account and advisory fees, and generates revenue from securities trading and investment management. CIBC was formed by a bank merger in 1961, with operating roots dating to 1867, and is headquartered in Toronto, Ontario.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1961

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