Financial Services Associate (Mandarin)

CIBC•Coquitlam, BC

5d•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. 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.

Requirements

Mandarin language proficiency
Analytical Thinking
Business Growth
Client Issue Resolution
Client Service
Customer Experience (CX)
Financial Products
Post-Sales Support
Product Knowledge
Legally eligible to work at the location(s) specified
Ability to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency)
Willingness to use artificial intelligence tools during the recruitment process

Nice To Haves

Experience working in a relationship-oriented bank.
Experience in administrative and client support roles.
Experience in seeking business growth opportunities.
Experience creating strong working relationships.
Experience making a difference in clients' financial success.
Experience working banking centre hours which may include evenings and weekends.
Experience working at multiple banking centres within a reasonable travel distance.

Responsibilities

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.