Branch Assistant

CIBC•Oakville, ON

3d•Onsite

About The Position

CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As a Branch Assistant, you will provide ongoing support to the branch manager and their team through managing the reception area of the Wood Gundy branch and provide excellent customer service to clients. You will also ensure the efficiency of the operations of the branch through a wide range of administrative activities. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

Requirements

You know that details matter. You notice things that others don't.
Your critical thinking skills help to inform your decision making.
You put our clients first. You engage with purpose to find the right solutions.
You go the extra mile, because it's the right thing to do.
You love to learn. You're passionate about growing your knowledge.
You have a strong sense of curiosity.
You engage with your heart and mind.
You care about people and respect different perspectives.
You listen to and learn from the experiences of others.
You have a degree/diploma in business
Values matter to you.
You bring your real self to work and you live our values - trust, teamwork, and accountability.

Nice To Haves

CSC is an asset.

Responsibilities

Managing the reception area of the Wood Gundy branch and provide excellent customer service to clients.
Ensure the efficiency of the operations of the branch through a wide range of administrative activities.
Maintaining compliance standards in client dealings/client files.
Conduct administrative activities and engage in administrative processes associated with branch management.
Connect on a personal level to make every interaction meaningful.
Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met.
Respond to requests by answering questions and providing an exceptional experience.
Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.
Grow your network to create lasting connections that will generate future opportunities.
Work closely with your team to connect clients with the right opportunities.
Make an impact by assisting in problem solving and finding solution and often going above and beyond in assisting to find a resolution.