Banking Client Experience Specialist

CIBC US; Richmond; On-site; CAD 38,000 - 48,000; Full time

Job summary

CIBC Richmond, BC, is seeking a Client Service Representative to support clients with day-to-day banking needs in a fast-paced Banking Center. You will answer questions, process transactions, and connect clients with the right specialists to help them reach their financial goals.

The role requires a client-first mindset, strong communication, and comfort with technology as you introduce mobile banking tools.

Qualifications

• Ability to actively listen and understand client needs.
• Strong communication to explain products clearly.
• Comfort using mobile and online banking tools.

Responsibilities

• Assist clients with day-to-day banking transactions.
• Answer questions and provide accurate information to clients.
• Refer clients to appropriate specialists to meet financial goals.

Skills

Client Issue Resolution

Client Service

Customer Experience (CX)

Digital Literacy

Empathy

Financial Products

Interpersonal Communication

Standards Compliance

Transaction Services

Job description

CIBC Richmond, BC, is seeking a Client Service Representative to support clients with day-to-day banking needs in a fast-paced Banking Center. You will answer questions, process transactions, and connect clients with the right specialists to help them reach their financial goals.

The role requires a client-first mindset, strong communication, and comfort with technology as you introduce mobile banking tools.