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Client Engagement Associate

CIBC
Calgary, CAN
Full-time
Onsite
Discovered Today
Personal bankingFinancial services productsClient engagementBanking transactionsDigital banking and mobile applicationsBasic banking product sales

Full Job Posting

Role overview

Supports everyday banking needs as part of CIBC’s Personal and Business Banking Team in a fast-paced banking centre.

Acts as a first line of support, assisting clients with transactions, digital banking, and suitable financial solutions.

Responsibilities

  • Help clients manage accounts and products and provide a meaningful client experience.
  • Understand client needs, explain relevant products and services, and support sales of suitable products.
  • Identify referral opportunities and connect clients with the right CIBC team members.
  • Assist with transactions and introduce clients to mobile banking applications.
  • Take accountability for client issues and collaborate to create solutions.
  • Contribute to client relationships and banking-centre success.

Schedule and work requirements

  • Flexibility to work banking-centre hours, which may include evenings and weekends.
  • Flexibility to work at multiple banking centres within a reasonable travel distance.
  • The role is performed on-site full-time.

Candidate qualities

  • Client-focused, goal-oriented, and motivated to deliver strong service.
  • Curious and willing to learn, with respect for diverse perspectives.
  • Digitally savvy and adaptable to new tools and trends.

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