Client Engagement Representative

CIBC Capital Markets

Toronto, Canada
Base: competitive salary; bonus/equity: incentive ...
Client issue resolution
Client service
Customer experience (cx)
As a Client Engagement Representative, you will be the first point of contact for most clients entering the banking centre and will engage clients in conversation to understand their immediate needs and identify opportunities

Job Summary

  • As a Client Engagement Representative, you will be the first point of contact for most clients entering the banking centre and will engage clients in conversation to understand their immediate needs and identify opportunities.
  • You will use your knowledge of financial services products to help clients with their day-to-day banking needs and introduce them to the appropriate team member.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.

Matching Summary

As a Client Engagement Representative, you will be the first point of contact for most clients entering the banking centre and will engage clients in conversation to understand their immediate needs and identify opportunities.

Salary

Base: competitive salary; Bonus/Equity: incentive pay; Benefits: banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Client Issue Resolution
  • Client Service
  • Customer Experience (CX)
  • Financial Products knowledge
  • Transaction Services

Nice-to-have

  • Empathy and understanding
  • Digital literacy and adoption
  • Adaptability to new tools
  • Passion for learning
  • Teamwork and collaboration

Key Requirements

  • Legally eligible to work in Canada
  • Valid work or study permit (if applicable)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter