Deliver client service and transaction support at CIBC’s Trail banking centre, using financial products knowledge and digital literacy. This is a full-time onsite role.
As a Client Engagement Associate on the Personal and Business Banking Team, you will support everyday banking needs. You will answer questions, assist with transactions, explain banking products, and guide clients through digital banking options. You will also connect clients with suitable solutions and CIBC team members.
Key Responsibilities:
Help clients manage accounts and banking products
Answer questions and assist with transactions
Explain relevant financial products and services
Introduce clients to mobile banking applications
Identify specialist referral opportunities and connect clients
Requirements:
Client-first approach focused on meaningful interactions
Goal-oriented approach to accomplishing objectives
Strong relationship-building and interpersonal communication skills
Curiosity and commitment to learning
Digital adaptability and comfort with evolving technologies
Support CIBC clients through transaction services, digital banking guidance, and thoughtful financial product conversations in Trail.
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Client Engagement Associate Trail • trail, regional district of kootenay boundary, Canada