Manager, Client Advice - Marché central
Role Overview
Leads and coaches client-service and financial-service professionals in Personal and Business Banking.
The role focuses on exceptional client experiences, stronger client relationships, and connecting clients with advice that meets their financial needs.
Key Skills for This Role
Full Job Posting
Role overview
Leads and coaches client-service and financial-service professionals in Personal and Business Banking.
The role focuses on exceptional client experiences, stronger client relationships, and connecting clients with advice that meets their financial needs.
Responsibilities
- Coach and lead a team to deepen client relationships and meet client financial needs.
- Support employees in promptly resolving complaints, escalating difficult issues, and helping clients use self-service channels.
- Promote collaboration across client offers and direct clients to appropriate advice and services.
- Support the Banking Centre Leader with performance monitoring, action plans, and overall banking centre results.
- Recognize team contributions, provide hands-on coaching, and foster a productive team environment.
- Represent CIBC in the community and recruit employees who share its values.
Qualifications and schedule
- Hold current mutual funds accreditation in good standing through the Canadian Securities Course or Investment Funds in Canada.
- Have experience coaching and providing hands-on support to meet team goals.
- Be flexible to work banking centre hours, including possible evenings and weekends.
- Be flexible to work at multiple banking centres within a reasonable travel distance.
Additional credentials
- Branch Compliance Officer's Course, Branch Managers Examination Course, Conduct and Practices Handbook, Wealth Management Essentials, or Certified Financial Planner credentials are assets.
Workplace
- The employer states the role is on-site full-time.
- Work may involve multiple banking centres within a reasonable travel distance.
Benefits
- The employer lists competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, vacation, wellbeing support, and recognition programs; some benefits are subject to plan terms.
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