CIBC Benefits Overview

Greet and engage clients at a busy banking centre, assess immediate needs, assist with day-to-day banking using product knowledge and digital tools, resolve basic issues, and refer clients to specialist team members when appropriate.

Advise personal and small business clients on financial needs, manage a mortgage client portfolio, perform outreach and business development, introduce clients to colleagues or services, and promote digital/mobile banking solutions to deepen relationships and drive growth.

Build and manage a client portfolio as a single point of contact, providing tailored advice across day-to-day banking, investments, lending and estate planning. Drive business development through local market knowledge, networking and community outreach. Deliver exceptional client service and meet performance targets, working on-site with flexible hours.