Senior Client Service Representative

CIBC; Courtenay; On-site; CAD 44,000 - 60,000; Full time

Job summary

A leading financial institution in Courtenay is seeking a Senior Client Service Representative to support clients with their daily banking needs. This full-time on-site position involves helping clients manage their accounts, resolving inquiries, and leveraging technology to enhance customer experiences. Candidates should be flexible with work hours and possess strong customer service skills.

Benefits

Competitive salary

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• Flexible to work banking centre hours including evenings and weekends.
• Ability to work at multiple banking centres within a reasonable travel distance.
• Experience in financial services products and customer service.

Responsibilities

• Help clients manage their accounts and products.
• Take accountability for client issues and find better solutions.
• Introduce clients to mobile banking applications.

Skills

Client Issue Resolution

Client Service

Customer Experience (CX)

Digital Literacy

Empathy

Financial Products

Interpersonal Communication

Standards Compliance

Transaction Services

Job description

What You'll Be Doing

As a member of the Personal and Business Banking Team, you’ll use your expertise in financial services products and customer service to help clients manage their day-to-day banking needs. As a Senior Client Service Representative, you’ll be the first line of support, taking the lead to answer questions, assisting with transactions, or proactively connecting clients with the right team members as they work toward their financial goals. You should be flexible to work our banking centre hours, which may include evenings and weekends, and 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. Connect clients to the right CIBC team members who can help them reach their goals.
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Take accountability for client issues, and know when to lean on others to find better solutions.
• 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, 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 understand different perspectives. You listen and learn from the experiences of others.
• You value diversity. You bring your real self to work and live our values - trust, teamwork, and accountability.

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.

• Recognition in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• A workspace and toolkit to collaborate and create innovative solutions for clients.
• A culture that supports ambition through initiatives like Purpose Day; a paid day off dedicated for your growth and development.
• Subject to plan and program terms and conditions.

What You Need To Know

• CIBC is committed to an inclusive environment where all team members and clients feel they belong. We seek applicants with a wide range of abilities and 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, French proficiency, MS Office). Our goal for the application process is to get to know you and give you the opportunity to learn more about us.

Job Location
UNIT 500, 444 LERWICK ROAD

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