Client Engagement Associate - CIBC, Saint-Jérôme

About the role

We are building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what is right for our clients. As a member of the Personal and Business Banking Team, you will work in a fast-paced banking centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs.

As a Client Engagement Associate, you will be the first line of support, answering questions, assisting with transactions, guiding clients through digital banking options, and connecting them with the right solutions and team members to support their financial goals.

Key duties

Your day-to-day responsibilities within administration and client service include:

• Help clients manage their accounts and products, focusing on the client experience and making interactions meaningful
• Ask thoughtful questions to understand client needs, explain relevant banking products and services, and support the sale of products and services that meet their specific needs
• Identify opportunities to connect clients to the right CIBC team members who can help them reach their goals
• Listen, gather information, put yourself in the client shoes, and act like an owner by taking accountability for client issues while knowing when to lean on others
• Become a technology expert by introducing clients to mobile banking applications to help them better manage their banking needs
• Complete sales of basic banking products, identify opportunities for specialist referrals, and strengthen client relationships

Who we're looking for

We are seeking candidates who align with our values and demonstrate the following traits:

• Put our clients first and engage with purpose to find the right solutions
• Goal-oriented and motivated by accomplishing objectives and delivering your best to make a difference
• Passionate about people, finding meaning in relationships, and connecting through respect and authenticity
• Love to learn with a strong sense of curiosity and a passion for growing your knowledge
• Engage with your heart and mind, caring about people and respecting different perspectives
• Digitally savvy, seeking out innovative solutions, embracing evolving technologies, and adapting easily to new tools
• Live our values by bringing high standards and genuine care to relationships