Client Engagement Specialist - Banking & Digital

CIBC; Exeter; Vor Ort; CAD 42.000 - 56.000; Teilzeit

Zusammenfassung

CIBC is seeking a Client Engagement Associate to support clients in a fast-paced Banking Centre, primarily in Exeter. You will handle transactions, answer questions, and guide customers through digital options, while identifying opportunities to connect clients with the right solutions and team members.

You’ll be flexible to work banking centre hours, including evenings and weekends, and may travel to nearby centres within a reasonable distance.

Qualifikationen

• Demonstrates strong client engagement and service skills.
• Shows understanding of financial products and digital banking options.
• Ability to communicate clearly and build trust with clients.

Aufgaben

• Engage with clients to understand needs and guide them to suitable banking products.
• Support day-to-day transactions and assist with digital banking options.
• Identify cross-sell opportunities and connect clients to the right specialists.

Kenntnisse

Client engagement

Client service

Digital literacy

Empathy

Financial products

Interpersonal communication

Standards compliance

Transaction services

Customer experience

Jobbeschreibung

CIBC is seeking a Client Engagement Associate to support clients in a fast-paced Banking Centre, primarily in Exeter. You will handle transactions, answer questions, and guide customers through digital options, while identifying opportunities to connect clients with the right solutions and team members.

You’ll be flexible to work banking centre hours, including evenings and weekends, and may travel to nearby centres within a reasonable distance.