Associate Relationship Manager

CIBC•Victoria, BC

7d•Onsite

About The Position

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com

Requirements

Completed an undergraduate degree/diploma in Business, Finance, Accounting, or related field.
Client Needs Assessments
Client Service
Commercial Acumen
Customer Experience (CX)
Financial Products
Teamwork

Responsibilities

Support client origination, relationship and portfolio management processes.
Assist with client specific financing and cash management solutions.
Perform financial analysis while developing a solid understanding of targeted industries represented by the clients/prospects.
Support business development initiatives with a focus on meeting growth targets.
Identify business opportunities and financing solutions to meet the needs of the client.
Connect with both existing and potential clients including Centres of Influence (COIs) to identify opportunities for future growth and revenue, uncovering high-value opportunities to refer to the Relationship Manager.
Assist with the execution of business development initiatives and client functions as appropriate to contribute and enhance the sales pipeline.
Proactively participate in business development events to build and enhance CIBC presence and gain market share.
Identify and introduce personal opportunities to Personal Banking and Imperial Service partners to further deepen client relationships and support more complex personal needs and planning.
Assist the Relationship Manager in coordinating sales activities for both existing and prospective clients.
Identify and analyze business growth opportunities through comprehensive industry, client and prospect research.
Assist with financing and cash management proposals in addition to pricing strategies which ensure achievement of targeted profitability thresholds.
Promote and demonstrate the use of digital banking options by introducing the client to alternative ways to bank.
From time to time, cover vacant portfolios on a temporary basis.
Exercise appropriate due diligence prior to making credit recommendations and similarly prior to authorizing or approving any financial transaction or completion of any product sales.
Follow established bank policies, procedures, guidelines, practices and required documentation; complete all risk activities.

Benefits

competitive salary
incentive pay
banking benefits
a benefits program
defined benefit pension plan
an employee share purchase plan
a vacation offering
wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development