CIBC Benefits Overview

Supports clients in a banking centre by answering questions, processing transactions, explaining digital banking tools, selling basic banking products, resolving issues, and referring clients to appropriate specialists. Builds client relationships, identifies financial needs, and contributes to banking centre goals. Requires full-time onsite work, flexibility for evenings and weekends, and availability to work across multiple nearby banking centres.

Serves as the first point of contact for banking centre clients, helping with account and product needs, resolving issues, identifying opportunities, and connecting clients with appropriate banking specialists. The role also promotes mobile banking tools, supports client adoption of digital services, and delivers a meaningful client experience through active listening, problem solving, teamwork, and product knowledge. This is a full-time, on-site position.

Provides personalized financial advice to personal and small-business clients, manages mortgage relationships, identifies investment, credit, and banking opportunities, and grows client relationships through outreach, referrals, networking, and community events. The role also promotes digital banking tools and collaborates with banking specialists to meet comprehensive client needs. This is a full-time, on-site position requiring financial advice experience and mutual funds licensing.