Client Service Representative - Bilingual

Canadian Imperial Bank of Commerce; Montreal; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Client Service Representative to assist Private Banking clients with their transactional needs. You will have a hybrid work arrangement, providing exceptional service and administrative support. The ideal candidate is fluent in both French and English, with strong client resolution skills and a background in financial products. The role offers competitive compensation and benefits.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Paid day off for personal growth

Qualifications

• Fluency in French and English is required to serve clients effectively.
• Experience in managing cash and processing transactions.
• Knowledge of financial products and services for high value clients.

Responsibilities

• Manage administrative tasks for Private Wealth operations.
• Provide exceptional service to banking clients.
• Assist clients with their transactional banking needs.

Skills

Client Issue Resolution

Client Service

Customer Experience (CX)

Digital Literacy

Empathy

Financial Products

Interpersonal Communication

Standards Compliance

Transaction Services

Job description

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 the Client Service Representative, you are accountable for effectively managing all administrative aspects of CIBC Private Wealth operations. 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. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

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.
• 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.
• Client Commitment- Provide exceptional quality service. Respond and serve clients by finding mutually satisfactory solutions while ensuring compliance with CIBC policies and procedures.

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 know that details matter. 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 find meaning in relationships and have problem solving skills sufficient to resolve numerous issues and conflicts.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
• You're fluent in French and English to serve our clients in the community.

What CIBC Offers

• 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]

• 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 tests (such as simulation, coding, French proficiency, MS Office). 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

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