Manager Client Advise - Sherbrooke
Role Overview
Leads and coaches client service and financial services professionals in the Personal and Business Banking team.
Works to deliver exceptional client experiences and deepen client relationships through a coordinated team approach.
The role is on-site full-time and may involve work at multiple banking centres within a reasonable travel distance.
Key Skills for This Role
Full Job Posting
Role overview
Leads and coaches client service and financial services professionals in the Personal and Business Banking team.
Works to deliver exceptional client experiences and deepen client relationships through a coordinated team approach.
The role is on-site full-time and may involve work at multiple banking centres within a reasonable travel distance.
Client experience and leadership
- Model relationship-building and high-standard client service to help meet clients’ financial needs.
- Support prompt complaint resolution, escalation of complex concerns, and client use of self-service channels.
- Monitor business performance with the Banking Centre Leader, plan actions to address gaps, and work with partners to improve results.
- Coach and recognize team members, foster a positive collaborative environment, and support community recruitment.
Candidate requirements
- Current accreditation and good standing Mutual Funds License through the Canadian Securities Course or Investment Funds in Canada.
- Experience providing coaching and hands-on support to meet team goals.
- Flexibility to work banking-centre hours, including evenings and weekends, and at multiple centres within a reasonable travel distance.
- BCO, BME, CPH, WME, or CFP completion is an asset.
Benefits and development
- CIBC describes competitive salary, incentive pay, banking benefits, benefits coverage, pension, employee share purchase plan, vacation, wellbeing support, and recognition opportunities, subject to plan terms.
- The employer describes development opportunities, a supportive technology toolkit, and a paid Purpose Day.
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