Client Service Representative

CIBC•Saint-Paul, QC

8d•Onsite

About The Position

As a member of the Personal and Business Banking Team at CIBC, the Client Service Representative works in a fast-paced Banking Center, utilizing knowledge of financial services products to assist clients with their daily banking needs. This role serves as the primary point of contact for clients, providing support by answering questions, facilitating transactions, and proactively connecting them with appropriate team members to help achieve their financial goals. The position requires flexibility to work banking center hours, which may include evenings and weekends, and the ability to work at multiple banking centers within a reasonable travel distance. The role is full-time on-site to ensure successful performance.

Requirements

Ability to put clients first and engage with purpose to find the right solutions
Commitment to going the extra mile for clients
Goal-oriented and motivated to make a difference
Passion for people and finding meaning in relationships
Ability to surround oneself with a diverse network of partners
Ability to connect with others through respect and authenticity
Passion for growing knowledge and a strong sense of curiosity
Ability to engage with heart and mind, caring about people and respecting different perspectives
Ability to listen to and learn from the experiences of others
Adherence to values: trust, teamwork, and accountability
Proficiency in Client Issue Resolution
Strong Client Service skills
Expertise in Customer Experience (CX)
Digital Literacy
Empathy
Knowledge of Financial Products
Excellent Interpersonal Communication
Ability to ensure Standards Compliance
Competence in Transaction Services
Legally eligible to work at the specified location(s)
Possession of a valid work or study permit (where applicable)
Willingness to complete attribute-based assessments and other skills tests (such as simulation, coding, French proficiency)

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