Financial Services Associate

CIBCNew Westminster, BC
Onsite

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 a member of the Personal and Business Banking Team, you’ll partner with Relationship Managers to help Business Banking clients secure their futures and set up their businesses. As a Financial Services Associate in the Business Banking Team, you’ll provide administrative and client support to seek business growth opportunities. You'll create strong working relationships while making a difference in the 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

  • Must be legally eligible to work at the specified location(s) and, 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 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 with clients.
  • Leverage 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.
  • Take accountability for client issues and know when to lean on others to find solutions.
  • Prepare client files, book appointments, and maintain schedules.
  • Help team success by improving team productivity and proactively uncovering business opportunities.

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.
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