Business Advisor, Virtual

4 weeks ago

Quebec City, Canada CIBC Full time

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 a Business Advisor you will join our Business Client Advice Centre (BCAC) reporting to the Team Leader, Business Banking. You’ll provide new, existing and prospective clients with an exceptional virtual client experience to support CIBC’s vision of being a leader in client relationships and increase client loyalty. You’ll help business clients meet their immediate and long term goals by understanding their business and financial needs and/or identifying opportunities to further deepen our relationship with them. You’ll support clients’ day-to-day business needs by ensuring cash management and simple credit needs are met and redirect or make a formal introduction to the appropriate internal partners (Imperial Service, Personal Banking) for transactional or maintenance requests where appropriate.
- At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform work activities remotely, and will only be required to be on-site on an occasional basis. Details on your work arrangement will be discussed at the time of your interview._-
- Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (Internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps).- Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service.

The Business Client Advice Centre (BCAC) is open Monday to Friday from 8:00 AM to 8:00 PM ET and Saturday from 10:00 AM to 7:00 PM ET. You must be able to work flexible hours on a rotating basis to accommodate client and branch schedules. Hours could change to accommodate future branch hours and to support branches nationally.

What you’ll be doing- Client Engagement - Engage with business clients and/or internal partners via phone and video conferencing who call into the Business Client Advice Center (BCAC) to understand and address their business needs or to fulfill a service request. Provide guidance, support and advice to business clients through discovery conversations in order to meet their short and long term needs and triage high value clients to the appropriate relationship team. Assess and recommend products based on suitability (cash management, lending and deposits including GICs) while identifying opportunities to cross-sell. Support the overall growth of Business Banking in both deposit and credit products.- Operational Effectiveness - Prepare concise analysis and recommendations in support of credit submissions, ensuring all information is accurate and in compliance with our lending due diligence policies. Accurately capture clients’ financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures. Exercise appropriate due diligence prior to making credit recommendations and similarly prior to completion of any product sales. Ensure that all internal dealings and dealings with clients reflect the standards prescribed by CIBC policies and procedures, including: Anti-money laundering, Reputational and Legal Risk, Code of Conduct, Risk Management, etc.- Collaboration - Introduce high-value clients to Relationship Managers, Business Banking where appropriate, to support their business as it grows and becomes increasingly more complex to meet the corresponding cash management and lending needs. Introduce clients to Imperial Service partners, where appropriate, to further deepen client relationships and support more complex personal needs and planning. Build strong partnerships by working closely with key partners in Credit Risk Management and Retail Lending Services to resolve any challenges including credit and risk issues.- Digital Advocacy - Promote and demonstrate the use of digital banking options by introducing the client to alternative ways to bank with ATM, Mobile, and SmartBanking for Business.

Who you are- You can demonstrate 2-3 years’ experience in a professional, fast-paced sales and service environment preferably in a financial services industry or Client Contact Centre.- You can demonstrate well developed knowledge of business banking products and services, credit analysis and credit risk management principles.- 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’re goal oriented. You’re motivated by accomplishing your g

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