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CIBC

Runs banking and investment services across North America

Client Engagement Associate

Retail & Commercial BankingPosted on Nov 14
Part-timeVictoria, 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 available to work banking centre hours, including possible evenings and weekends, and at multiple centres within a reasonable travel distance.
  • Demonstrate digital literacy and the ability to adapt to new tools and trends.
  • Demonstrate customer service, financial processing, online banking, and organizational efficiency skills.

Responsibilities

  • Help clients manage their accounts and products and make client interactions meaningful.
  • Ask questions to understand client needs, explain relevant banking products and services, support sales that meet client needs, and identify opportunities to connect clients with appropriate CIBC team members.
  • Listen to clients, gather information, take accountability for client issues, and collaborate with others to develop solutions.
  • Introduce clients to mobile banking applications and help them manage their banking needs digitally.
  • Assist with banking transactions, sell basic banking products, identify specialist referral opportunities, and strengthen client relationships.

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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