Banking Client Experience Specialist

CIBC

Dunnville

On-site

CAD 22,000 - 30,000

Part time

47 hours ago
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Benefits offered by this job

Competitive salary
Incentive pay
Benefits program
Pension plan
Employee stock purchase plan
Vacation offering
Wellbeing support
MomentMakers

Job summary

CIBC in Dunnville, ON seeks a Client Engagement Associate to support clients with everyday banking needs, answer questions, and guide them through digital options. You’ll be the first line of support in the Banking Centre, helping with simple transactions and basic product information.

You’ll identify opportunities for referrals to specialists, strengthen client relationships, and work with a team to deliver a superior client experience.

Qualifications

  • You will work in a fast-paced Banking Centre handling routine transactions and client inquiries.
  • You will assist with basic banking product sales and referrals to specialists.
  • You will help guide clients through digital banking options.

Responsibilities

  • Answer questions and assist with transactions.
  • Identify opportunities to connect clients with the right specialists.
  • Support client relationships and contribute to the banking centre's success.

Skills

Client issue resolution
Client service
Customer experience
Digital literacy
Empathy
Financial products
Interpersonal communication
Standards compliance
Transaction services

Job description

CIBC in Dunnville, ON seeks a Client Engagement Associate to support clients with everyday banking needs, answer questions, and guide them through digital options. You’ll be the first line of support in the Banking Centre, helping with simple transactions and basic product information.

You’ll identify opportunities for referrals to specialists, strengthen client relationships, and work with a team to deliver a superior client experience.

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