Sr. Client Engagement Associate

CIBC; Wetaskiwin; On-site; CAD 55,000 - 75,000; Full time

Job summary

CIBC in Wetaskiwin is seeking a Senior Client Engagement Associate to lead by example in delivering exceptional client experiences. You will mentor the Client Engagement Associate team, answer questions, assist with transactions, and connect clients to the right specialists to help them reach their financial goals.

You will provide guidance on complex transactions, combine client service with operational leadership, and support the banking centre leadership team.

Qualifications

• Experience in client service within financial services is preferred.
• Strong communication skills and a client-focused mindset.
• Ability to explain banking products and services clearly.

Responsibilities

• Engage clients, manage accounts, and deliver exceptional service.
• Mentor and support Client Engagement Associates to improve performance.
• Connect clients with the right specialists to meet financial goals.
• Handle routine transactions and assist with complex issues when needed.

Skills

Client Issue Resolution

Client Service

Customer Experience

Digital Literacy

Empathy

Financial Products

Interpersonal Communication

Standards Compliance

Transaction Services

Job description

What you'll be doing

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

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 as they manage their day-to-day banking needs.

As a Senior Client Engagement Associate, you'll lead by example in delivering exceptional client experiences while mentoring and supporting the Client Engagement Associate team. Whether it’s taking the lead to answer questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals.

You will also provide guidance on complex transactions or client issues, combining strong client service with operational leadership to strengthen relationships, develop the team, and help make our clients' ambitions a reality.

You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible 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. Ask thoughtful questions to understand client needs, explain relevant banking products and services, support the sale of products and services that meet their specific needs, and identify opportunities to connect clients to the right CIBC team members who can help them reach their goals.
• Problem solving – Listen, gather information, and put yourself in the client’s shoes. Act like an owner by taking 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.
• Team support – Support Client Engagement Associates as a trusted resource, provide visible assistance during peak periods, mentor new team members through job shadowing and feedback, and help resolve complex client issues in collaboration with the banking centre leadership team.

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 motivated by collective success.
• You know that teamwork can transform a good idea into a great one.
• You know that an inclusive team that enjoys working together can bring a vision to life.
• 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 heart and mind.
• You care about people and understand different perspectives.
• You listen and learn from the experiences of others.
• You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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.

• competitive salary
• incentive pay
• banking benefits
• benefits program*
• defined benefit pension plan*
• employee share purchase plan
• vacation offering
• wellbeing support
• MomentMakers, our social, points-based recognition program

*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 Details

• Job Location: Wetaskiwin
• 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

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.