Client Service Representative

CIBC•Onoway, AB

8d•Onsite

About The Position

As a member of the Personal and Business Banking Team, you will work in a fast-paced Banking Center, leveraging your knowledge of financial services products to assist clients with their day-to-day banking needs. In this Client Service Representative role, you will serve as the first line of support for clients working towards their financial goals, which includes answering questions, assisting with transactions, and proactively connecting clients with the appropriate team members. The position requires flexibility to work banking centre hours, potentially including evenings and weekends, and the ability to work at multiple banking centres within a reasonable travel distance. This role is performed on-site full-time.

Requirements

Client-focused (put clients first, engage with purpose, go the extra mile)
Goal-oriented (motivated by accomplishing goals and delivering best to make a difference)
Passionate about people (find meaning in relationships, surround self with diverse network of partners, connect with others through respect and authenticity)
Eager to learn (passionate about growing knowledge, strong sense of curiosity)
Empathetic and respectful of different perspectives (engage with heart and mind, care about people, listen to and learn from experiences of others)
Adherence to values: trust, teamwork, and accountability
Legally eligible to work at the specified location(s)
Valid work or study permit (where applicable)
Client Issue Resolution skills
Client Service skills
Customer Experience (CX) skills
Digital Literacy
Empathy
Knowledge of Financial Products
Interpersonal Communication skills
Standards Compliance
Transaction Services skills

Responsibilities

Help clients manage their accounts and products
Focus on the client experience and make interactions meaningful
Connect clients to the right CIBC team members who can help them reach their goals
Listen, ask questions, and put yourself in the client’s shoes
Act like an owner by taking accountability for client issues
Know when to lean on others to create a better solution together
Become a technology expert
Share knowledge by introducing clients to mobile banking applications, helping them to better manage their banking needs