Financial Service Associate - Boucherville

CIBC•Boucherville, QC

1d•Onsite

About The Position

As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities. You'll create strong working relationships while making a difference in your clients' financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

Requirements

Must be legally eligible to work at the location(s) specified.
Where applicable, must have a valid work or study permit.
Analytical Thinking
Business Growth
Client Issue Resolution
Client Service
Customer Experience (CX)
Financial Products
Post-Sales Support
Product Knowledge

Nice To Haves

Flexible to work our banking centre hours which may include evenings and weekends.
Flexible to work at multiple banking centres within a reasonable travel distance.

Responsibilities

Provide administrative and client support to seek business growth opportunities.
Create strong working relationships while making a difference in your clients' financial success.
Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients.
Partner with your Financial Advisor to help clients meet their financial goals.
Listen, ask questions, and put yourself in the client’s shoes.
Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.
Prepare client files, booking appointments, and maintaining schedules.
Help team success by improving team productivity and proactively uncovering business opportunities.

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
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.