Business Banking Analyst – Virtual – Bilingual
Role Overview
Join CIBC's Business Client Advice Centre reporting to the Team Leader, Business Banking.
Support Business Banking clients and internal partners with after-sales service, account maintenance, inquiries, and administrative activities.
Validate Digital Business Onboarding applications across Business Banking, Personal Banking, and Imperial Service.
Key Skills for This Role
Full Job Posting
Role overview
Join CIBC's Business Client Advice Centre reporting to the Team Leader, Business Banking.
Support Business Banking clients and internal partners with after-sales service, account maintenance, inquiries, and administrative activities.
Validate Digital Business Onboarding applications across Business Banking, Personal Banking, and Imperial Service.
Client and operational responsibilities
- Coordinate account-information, signing-authority, and Cash Management product changes through phone, email, and video.
- Accurately document servicing, resolve or escalate issues, and support client campaigns and AML remediation.
- Validate financial information and documentation, applying due diligence and relevant CIBC policies before recommendations or sales.
- Refer sales opportunities to Business Advisors or internal partners and promote ATM, mobile, and SmartBanking for Business.
Candidate requirements
- 1–2 years of professional experience in a fast-paced sales and service environment; financial services or client contact centre experience is preferred.
- Well-developed knowledge of business products and services, including lending, cash management, GICs, and banking centre services.
- Meet Agent@Home requirements: secure independent workspace, wired internet with minimum 15 Mbps download and 10 Mbps upload, and no satellite internet.
- Work flexible rotating hours; the centre operates Monday–Friday 8:00 AM–8:00 PM EST and Saturday 10:00 AM–6:00 PM EST.
- Be able to attend the primary work location within two hours' notice for business purposes.
Work arrangement
- Work activities can be performed remotely, with occasional on-site attendance required.
- The role follows the Agent@Home program and requires a suitable secure home workspace and wired internet.
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