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

  • Analytical Thinking
  • Business Growth
  • Client Issue Resolution
  • Client Service
  • Customer Experience (CX)
  • Financial Products
  • Post-Sales Support
  • Product Knowledge

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.

Benefits

  • competitive compensation
  • banking benefit
  • wellbeing support
  • employee and family assistance programs
  • MomentMakers, our social, points-based recognition program
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