Teams at CIBC

Supports clients with everyday banking needs in a banking centre by answering questions, processing transactions, explaining digital banking tools, selling basic financial products, resolving issues, and referring clients to specialists. The role focuses on meaningful client engagement, relationship building, product guidance, digital literacy, and delivering a strong customer experience while working on-site and flexibly across nearby banking centres.

Build and manage personal and business banking client relationships in an on-site banking centre. Assess clients’ financial goals, recommend tailored solutions across cash management, credit, investments, and wealth protection, and provide financial planning support. Conduct outreach and marketing activities, grow client networks, connect clients with internal partners, and promote mobile banking tools. The role requires flexible evening and weekend availability and the ability to work across nearby banking centres.

Provides personalized financial advice to personal and small business clients, manages mortgage relationships, identifies investment and credit opportunities, develops client relationships, conducts outreach, and refers clients to banking specialists. The role also promotes digital banking tools, participates in community and banking centre events, and works onsite across multiple banking centres, including evenings and weekends.