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CIBC

Runs banking and investment services across North America

Senior Client Engagement Associate

Retail & Commercial BankingPosted on Nov 13
Full-timeToronto, ON, Canada

About the Job

Requirements

  • Use expertise in financial services products and customer service to support clients’ day-to-day banking needs.
  • Be flexible to work banking centre hours, which may include evenings and weekends.
  • Be flexible to work at multiple banking centres within a reasonable travel distance.
  • Be legally eligible to work at the specified location and hold a valid work or study permit where applicable.
  • Complete an attribute-based assessment and other skills tests, which may include a simulation, coding, or French proficiency assessment.

Responsibilities

  • Help clients manage their accounts and products and focus on delivering meaningful client experiences.
  • Ask questions to understand client needs, explain relevant banking products and services, support the sale of products and services that meet their needs, and identify opportunities to connect clients with appropriate CIBC team members.
  • Listen to clients, gather information, take accountability for client issues, and involve others when needed to find better solutions.
  • Introduce clients to mobile banking applications and help them use technology to manage their banking needs.
  • Support Client Engagement Associates as a trusted resource and provide visible assistance during peak periods.
  • Mentor new team members through job shadowing and feedback.
  • Help resolve complex client issues in collaboration with the banking centre leadership team.
  • Provide guidance on complex transactions or client issues and lead by example in delivering client experiences.

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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