Client Service Associate-Bilingual

CIBC; Montreal (administrative region); Hybrid; CAD 42.000 - 62.000; Vollzeit

Zusammenfassung

CIBC is seeking a Client Service Administrator to support Private Wealth operations in Montreal. You will assist Private Banking clients with transactional banking needs and respond to inquiries, while ensuring service excellence and smooth branch operations.

The role emphasizes client-first service, accurate processing of transactions, and collaboration with Private Banking staff. A bilingual French/English capability helps serve the local community effectively.

Qualifikationen

• Analytical thinking and attention to detail are required.
• Experience handling debit and credit entries and balancing cash.
• Ability to respond to client inquiries with accuracy and courtesy.
• Knowledge of transaction banking products and services helps to serve high‑value clients.

Aufgaben

• Greet clients and coordinate with Private Banking staff to meet their needs.
• Process wires, bill payments, and other client transactions with accuracy.
• Balance cash holdings, manage branch operations, and support admin duties as needed.

Kenntnisse

Analytical thinking

Cash flow analysis

Client service

Customer experience

Investment portfolios

Post-sales support

Product knowledge

Transaction banking

Jobbeschreibung

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

You are accountable for effectively managing all administrative aspects of CIBC Private Wealth operations. As a Client Service Administrator, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

• Client Service – Greet customers arriving for meetings and arrange contact with appropriate Private Banking Centre staff. Handle walk-in high value customer’s basic transactional banking needs and requests (e.g., deposits, withdrawals, over‑limits to ABM, requests for drafts, cheque certification, foreign currency, etc.). Demonstrate the functionality of self‑serve banking equipment to customers as requested; assist customers with selection of secret codes, replacing damaged convenience cards increasing limits, adding new accounts, and updating customer information.
• Operational Excellence - Respond to incoming telephone calls and clients requests to process wires/cables and visa, tax and bill payments, and ensure requests get completed. Manage all fax requests for money orders, drafts, currency exchanges, etc. and ensure all requests are ready for customer to pick up in the branch. Complete complex investigations for clients concerning account activity.
• Administrative Support – Balance cash holdings, branch clearings, debits and credits from customer transactions. Complete all remaining administrative duties including maintaining, balancing, verifying and checking (e.g., balance suspense accounts, payroll preparation). Oversee and manage administration including maintenance of office equipment and supplies, and coordination of office functions and events, respond to incoming telephone calls and distribute incoming mail, faxes, etc. as appropriate.

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 understand that success is in the details. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
• You can demonstrate experience with debit and credit entries, balancing cash, foreign currency transactions etc., in order to process customer transactions. Knowledge of convenience and high value products and services sufficient to complete customers transactional private banking needs and respond to general questions regarding the high value offer.
• You are a strong communicator. You are able to communicate effectively to staff and clients and have problem solving skills sufficient to resolve numerous issues and conflicts.
• You’re fluent in French and English to serve our clients in the community.

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

Mont-1155 Rene Levesque O-1125

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking