Client Service Representative, Private Banking
2 weeks ago
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit
What You’ll Be Doing
As the Client Service Representative, you are accountable for effectively managing all administrative aspects of CIBC Private Wealth operations. You will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries.
- At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview_
How You’ll Succeed- Client Service - Greet customers arriving for meetings and arrange contact with appropriate Private Banking Centre staff. Handle walk-in high value customer's basic transactional banking needs and requests (e.g., deposits, withdrawals, over-limits to ABM, requests for drafts, cheque certification, foreign currency, etc.). Demonstrate the functionality of self-serve banking equipment to customers as requested; assist customers with selection of secret codes, replacing damaged convenience cards increasing limits, adding new accounts, and updating customer information.- Administrative Support - Balance cash holdings, branch clearings, debits and credits from customer transactions. Complete all remaining administrative duties including maintaining, balancing, verifying and checking (e.g., balance suspense accounts, payroll preparation). Oversee and manage administration including maintenance of office equipment and supplies, and coordination of office functions and events, respond to incoming telephone calls and distribute incoming mail, faxes, etc. as appropriate.- Client Commitment
- Provide exceptional quality service. Respond and serve clients by finding mutually satisfactory solutions while ensuring compliance with CIBC policies and procedures.
Who You Are- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.- You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.- You can demonstrate experience with debit and credit entries, balancing cash, foreign currency transactions etc., in order to process customer transactions. Knowledge of convenience and high value products and services sufficient to complete customers transactional private banking needs and respond to general questions regarding the high value offer.- You find meaning in relationships and have problem solving skills sufficient to resolve numerous issues and conflicts.- Values matter to you. You bring your real self to work and you live our values - trust, teamwork and accountability.- You're fluent in French and English to serve our clients in the community.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.- 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.- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions
What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
Montreal-1155 Rene Levesque;11
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Client Relationship Management, Customer Experience (CX), Financial Statement Analysis, Office Administration, Policy Implementation, Prioritization, Team Support
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