Client Service Representative - Bilingual

CIBC•Montreal, QC

1d•Hybrid

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. As the Client Service Representative, you are accountable for effectively managing all administrative aspects of CIBC Private Wealth operations. You will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries. At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

Requirements

Experience with debit and credit entries, balancing cash, foreign currency transactions etc., in order to process customer transactions.
Knowledge of convenience and high value products and services sufficient to complete customers transactional private banking needs and respond to general questions regarding the high value offer.
Problem solving skills sufficient to resolve numerous issues and conflicts.
Fluent in French and English to serve our clients in the community.

Nice To Haves

Put our clients first.
Engage with purpose to find the right solutions.
Go the extra mile, because it's the right thing to do.
Know that details matter.
Notice things that others don't.
Critical thinking skills help to inform your decision making.
Find meaning in relationships.
Values matter to you.
Bring your real self to work and live our values – trust, teamwork and accountability.

Responsibilities

Greet customers arriving for meetings and arrange contact with appropriate Private Banking Centre staff.
Handle walk-in high value customer's basic transactional banking needs and requests (e.g., deposits, withdrawals, over-limits to ABM, requests for drafts, cheque certification, foreign currency, etc.).
Demonstrate the functionality of self-serve banking equipment to customers as requested; assist customers with selection of secret codes, replacing damaged convenience cards increasing limits, adding new accounts, and updating customer information.
Balance cash holdings, branch clearings, debits and credits from customer transactions.
Complete all remaining administrative duties including maintaining, balancing, verifying and checking (e.g., balance suspense accounts, payroll preparation).
Oversee and manage administration including maintenance of office equipment and supplies, and coordination of office functions and events, respond to incoming telephone calls and distribute incoming mail, faxes, etc. as appropriate.
Provide exceptional quality service.
Respond and serve clients by finding mutually satisfactory solutions while ensuring compliance with CIBC policies and procedures.

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