CIBC Financial Services Associate Role
Canadian Imperial Bank of Commerce • montreal (administrative region), Canada
Role Description
Join CIBC's talented team as a Financial Services Associate in Business Banking in Montreal. Collaborate with Financial Advisors to provide unmatched service and drive client financial success.
As a full-time Financial Services Associate at CIBC, you’ll play a vital role in client engagement by providing administrative support and facilitating business growth. Utilize your knowledge of credit and investments to assist clients, while honing your problem-solving and organizational skills in a dynamic banking environment.
Key Responsibilities:
• Collaborate with Financial Advisors to achieve client financial goals
• Engage with clients on cash management and investment inquiries
• Maintain organized client files and optimize appointment scheduling
• Identify and pursue potential business opportunities
• Work across multiple banking centres to enhance client experience
Requirements:
• Strong analytical and problem-solving skills
• Experience in client issue re...
As a full-time Financial Services Associate at CIBC, you’ll play a vital role in client engagement by providing administrative support and facilitating business growth. Utilize your knowledge of credit and investments to assist clients, while honing your problem-solving and organizational skills in a dynamic banking environment.
Key Responsibilities:
• Collaborate with Financial Advisors to achieve client financial goals
• Engage with clients on cash management and investment inquiries
• Maintain organized client files and optimize appointment scheduling
• Identify and pursue potential business opportunities
• Work across multiple banking centres to enhance client experience
Requirements:
• Strong analytical and problem-solving skills
• Experience in client issue re...