Associate(s), Customer Service – Bilingual

We are building a relationship-focused bank for a modern world. We are recruiting talented and passionate professionals who care about doing the right thing for our clients.

At CIBC, we bet on your strengths and ambitions to give you the power to act. Our team members have what they need to make a significant contribution and be recognized, both for who they are and what they do.

Job Responsibilities

The Principal Associate, Private Banking provides support to one or more teams of Private Banking Advisors. The main responsibility of this position is to provide exceptional service to Private Banking clients by addressing their banking operations needs and information requests. The Principal Associate, Private Banking will promote and sell CIBC products and services to clients and address their general banking needs, including loans, mortgages, investments, or business loans.

*At CIBC, we offer you the best work environment to help you achieve your goals. To perform your tasks well, you will work on-site full-time. All details about your work mode (on-site and remote days distribution) will be discussed during your interview.*

How to Succeed

• Customer Service – Efficiently and quickly address clients' questions, concerns, or problems. Respond to the financial needs of existing clients when the Private Banking Advisor is not available (including the sale of high-value products and services in accordance with established guidelines).
• Operational Excellence – Answer incoming phone calls and client requests to process wire transfers, visa, tax, and bill payments, and ensure requests are met. Conduct complex account activity inquiries for clients.
• Sales Support – Support Private Banking Advisors in managing their portfolios by reviewing all client documents regarding compliance with bank regulations and policies. Coordinate communication with clients regarding the collection of financial information needed for credit renewals, reviews, and temporary overdraft protection. Monitor upcoming ... schedule and inform the Private Banking Advisor.

Your Attributes

• You prioritize clients. You are determined to find the right solutions. You go the extra mile because it's the right thing to do. You can demonstrate sufficient experience with loan, mortgage, and investment products to address general client requests. You have practical knowledge of the bank's routine and the activities of other services and CIBC partners, sufficient to adequately address client information requests or direct them to the appropriate source. Strong communication and writing skills to respond to client information requests. Strong customer service orientation.
• You understand that success lies in the details. You notice things others don't. Your critical thinking allows you to make informed decisions. Strong attention to detail and accuracy.
• You like people. You find meaning in your relationships with others, and your network includes a diverse group of partners. You build connections with others through your respectful and authentic attitude.
• You have a goal-oriented approach. You are motivated by achieving your goals and give your best to contribute more.
• Values matter to you. You stay true to yourself at work and embody our values of trust, teamwork, and accountability.
• You are able to serve clients in French and English.
• What CIBC Offers You

At CIBC, your goals are a priority. Based on your strengths and ambitions as an employee, we strive to create opportunities that allow you to leverage your potential. Our goal is to offer you a career, not just a paycheck.

• We strive to reward you in a personalized and relevant way, including offering a competitive salary, performance-based compensation, banking benefits, membership in an employee benefits program*, a defined benefit pension plan*, and an employee stock purchase plan, vacation time, support for your well-being, and Creator of Moments, our point-based recognition social program.
• With our spaces and technological tools, it becomes easy to bring great minds together to create innovative solutions that improve things for our clients.
• We foster a culture that encourages the expression of your ambitions through initiatives like the Reason for Being Day, a paid day off that you can use to invest in your growth and development.
• *Subject to the terms of the plan and program

What You Should Know

• CIBC is committed to creating an inclusive work environment where all team members and clients feel welcome. We seek candidates with a wide range of skills and offer accessible experiences. If you need an accommodation, please email Mailbox.careers-carrieres@cibc.com.
• CIBC is committed to being clear in its hiring process. All postings aim to fill positions for which we are actively recruiting, unless otherwise stated.
• You must be legally admissible to work in Canada in the specified locations and, if applicable, hold a valid work or study permit.
• We may ask you to complete an attributes-based assessment and other skills tests (such as simulation, programming, and French proficiency).
• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to learn more about you and everything you have to offer, and to give you the opportunity to learn more about us.
• Location
• Montreal - 1155 Rene Levesque O-1125
• Employment Type
• Permanent
• Weekly Hours
• 37.5

Skills

Office Administration, Product Knowledge, Prioritization, Customer Experience (CX), Customer Service, Private Banking Services, Reception Tasks