Client Engagement Associate - Part-time (15 hours/week)

CIBC; Red Deer; Sur place; CAD 30 000 - 42 000; Plein temps

Résumé du poste

CIBC Lacombe is seeking a Client Engagement Associate to deliver friendly, efficient service in a fast-paced banking centre. You will help clients with everyday transactions, explain digital banking options, and connect them with the right solutions and team members to meet their financial goals.

You’ll be the first line of support, identify opportunities for referrals, and contribute to the centre’s success by delivering a positive client experience and building lasting relationships.

Qualifications

• Assisting clients with everyday banking tasks and inquiries.
• Identifying opportunities for referrals to specialists.
• Providing clear explanations of banking products and digital options.

Responsabilités

• Help clients manage accounts and process transactions.
• Guide clients through mobile and online banking options.
• Identify opportunities to connect clients with the right CIBC team members.

Connaissances

Client engagement

Client service

Customer experience

Digital literacy

Empathy

Financial products

Interpersonal communication

Standards compliance

Transaction services

Description du poste

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 CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support —answering questions, assisting with transactions, guiding clients through digital banking options, and connecting them with the right solutions and team members to support their financial goals. In this role, you'll assist with transactions, complete sales of basic banking products, identify opportunities for specialist referrals, and strengthen client relationships while contributing to your banking centre's success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

• Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Ask thoughtful questions to understand client needs, explain relevant banking products and services, support the sale of products and services that meet their specific needs, and identify opportunities toconnect clients to the right CIBC team members who can help them reach their goals.
• Problem solving - Listen, gather information, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• 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 goals and delivering your best to make a difference.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
• You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
• You're living your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Lacombe

Employment Type

Regular

Weekly Hours

15

Skills

Client Issue Resolution, Client Service, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services