As a member of the Business Banking team, you will report to the Director or Senior Manager & Team Lead, Business Banking. Your primary focus will be providing new and existing clients with an exceptional client experience to support CIBC’s vision of being a leader in client relationships.
As a Relationship Manager, you will help business clients meet their immediate and long-term business goals by understanding client needs and identifying opportunities to further deepen the CIBC relationship and increase client loyalty. The emphasis is on ensuring clients’ financial and credit needs are met by providing a comprehensive business banking offer or by making a formal introduction to the appropriate Imperial Service, Personal Banking, or Private Banking colleagues.
Success in this role requires frequent collaboration with experts across CIBC to ensure client needs are met by the most appropriate segment. You will proactively manage and grow a portfolio of business-only connections, focusing on deepening client relationships and addressing their business needs.
Key Responsibilities
You will build relationships with Centres of Influence (COIs) within the community to generate referrals to CIBC through both in-person and digital channels. Connect with existing and potential clients to identify opportunities to develop full relationships, providing both deposit and credit solutions for future growth and revenue. Proactively participate in community and banking centre events, such as business development events, client acknowledgement programs, and client appreciation days, to build and enhance CIBC’s presence and gain market share. You will also proactively develop and manage a sales pipeline of diverse business banking opportunities.
Proactively engage in discussions with your assigned portfolio, partner-referred, and other prospective clients to understand their immediate financial needs while identifying opportunities to address longer-term financial goals. Demonstrate service excellence by being involved and proactive with clients, ensuring their financial needs are met. Deliver trusted advice and financial solutions to meet client and prospect needs, cultivating your network to establish new client relationships. Promote and demonstrate the use of digital banking options and CIBC’s suite of Cash Management products, introducing clients to alternative ways to bank such as ATM, Mobile, Online, and SmartBanking for Business.
Support existing clients and continuously seek new opportunities for client acquisition through referrals and internal partner relationships to deliver current financial products and solutions for the Business Banking market segment. Manage and grow a portfolio of business-only connections where the focus is on deepening the client relationship and addressing the business needs of the client.
Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. You will grow your network to create lasting connections that will generate future small business opportunities.
What You'll Bring
You will demonstrate experience in Business Banking, with 2+ years’ experience in Business Banking or Commercial Banking. You possess strong knowledge of credit, cash management products and services, as well as knowledge of business cash flow and financial analysis to assess and deliver on potential new business opportunities. You also have an established network in the local business community.
You put our clients first, engaging with purpose to find the right solutions and going the extra mile because it is the right thing to do. You are passionate about people, finding meaning in relationships and surrounding yourself with a diverse network of partners. As a strong communicator, you connect with others through respect and authenticity.
You act like an owner, thriving when you are empowered to take the lead, go above and beyond, and deliver results. You have completed an undergraduate degree or diploma in Business, Finance, Accounting, or a related field. Values matter to you, and you bring your real self to work, living CIBC's values of trust, teamwork, and accountability.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential, aspiring to give you a career rather than just a paycheque.
We recognise you in meaningful, personalised ways, including a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day, a paid day off dedicated for you to use to invest in your growth and development.
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com. You need to be legally eligible to work at the location specified.
