Client Experience Specialist - Banking & Solutions

CIBC

Keswick

On-site

CAD 42,000 - 54,000

Full time

5 days ago
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Job summary

CIBC in Keswick is seeking a Client Service Representative to help clients with day-to-day banking needs. You’ll be the first line of support, answering questions, processing transactions, and connecting customers with the right team to reach their financial goals.

This on-site, full-time role requires flexibility to work banking centre hours, including evenings and weekends, and to travel between nearby centres. You’ll use mobile banking apps and other tools to enhance the client experience.

Qualifications

  • Experience engaging with clients and guiding them to solutions.
  • Ability to handle banking transactions accurately and securely.
  • Comfort with using mobile banking apps and digital tools.

Responsibilities

  • Engage with clients to manage accounts and products.
  • Deliver a great client experience through proactive service.
  • Assist with transactions and respond to questions from clients.
  • Refer clients to the right team to meet financial goals.

Skills

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

Job description

CIBC in Keswick is seeking a Client Service Representative to help clients with day-to-day banking needs. You’ll be the first line of support, answering questions, processing transactions, and connecting customers with the right team to reach their financial goals.

This on-site, full-time role requires flexibility to work banking centre hours, including evenings and weekends, and to travel between nearby centres. You’ll use mobile banking apps and other tools to enhance the client experience.

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