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Relationship Manager, Commercial
4 months ago
We’re building a relationship-oriented bank for the modern world. Business Advisor, you’ll help clients meet their immediate and long term business and personal goals by understanding client needs and/or identifying opportunities to further deepen the CIBC relationship and increase client loyalty. In addition to sales, this role supports clients’ day-to-day business and personal cash management needs by processing transactions, balancing cash holdings in accordance with CIBC policies and procedures. You’ll proactively manage and grow your portfolio by deepening client relationships with new and existing clients that require multiple complex business solutions including Cash Management.
Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
Business Development – Understand your local market and potential client base and create a comprehensive sales plan to acquire new clients. You will use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. You will deliver trusted advice and financial solutions to meet client needs and cultivate your network to establish new client relationships.
Relationship Management – You will support existing clients and continuously seek new opportunities for client acquisition through referrals and partner relationships with Banking Centers to deliver current financial products and solutions for the Business Banking market segment.
Community Involvement – Attend local events and participate in marketing and outreach activities. You will grow your network to create lasting connections that will generate future small business opportunities.
You have 2+ years’ experience in Business Banking and have a strong knowledge of cash management products and services as well as knowledge of business cash flow and financial analysis in order to assess and deliver on potential new business opportunities. You also have an established network in the local business community.
You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) OR you are willing to obtain MFDA license within 90 days of hire.
You find meaning in relationships and surround yourself with a diverse network of partners. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Goderich (The Square) We’re building a relationship-oriented bank for the modern world. Business Advisor, you’ll help clients meet their immediate and long term business and personal goals by understanding client needs and/or identifying opportunities to further deepen the CIBC relationship and increase client loyalty. In addition to sales, this role supports clients’ day-to-day business and personal cash management needs by processing transactions, balancing cash holdings in accordance with CIBC policies and procedures. You’ll proactively manage and grow your portfolio by deepening client relationships with new and existing clients that require multiple complex business solutions including Cash Management.
Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
Business Development – Understand your local market and potential client base and create a comprehensive sales plan to acquire new clients. You will use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. You will deliver trusted advice and financial solutions to meet client needs and cultivate your network to establish new client relationships.
Relationship Management – You will support existing clients and continuously seek new opportunities for client acquisition through referrals and partner relationships with Banking Centers to deliver current financial products and solutions for the Business Banking market segment.
Community Involvement – Attend local events and participate in marketing and outreach activities. You will grow your network to create lasting connections that will generate future small business opportunities.
You have 2+ years’ experience in Business Banking and have a strong knowledge of cash management products and services as well as knowledge of business cash flow and financial analysis in order to assess and deliver on potential new business opportunities. You also have an established network in the local business community.
You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) OR you are willing to obtain MFDA license within 90 days of hire.
You find meaning in relationships and surround yourself with a diverse network of partners. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Business Development, Client Relationship Management, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #
