What You’ll Be Doing
You’ll be reporting to the Director, Business Banking, the Senior Business Advisor role provides new and existing clients with an exceptional client experience to support CIBC’s vision of being a leader in client relationships and increasing client loyalty. The role helps clients to meet their immediate and long term business and personal goals by understanding client needs and/or identifying opportunities to further deepen the CIBC relationship. In addition to sales, this role supports clients’ day-to-day business and personal cash management needs by processing transactions, balancing cash holdings according to CIBC policies and procedures and addressing and resolving client concerns. The emphasis is on ensuring clients’ business and personal - related investments, financial and credit needs are met by providing a comprehensive business banking offer or by making a formal introduction to the appropriate Business Banking colleagues. Success in this role will require frequent collaboration with experts in all areas of CIBC to ensure client needs are met by the most appropriate expert. You’ll proactively manage and grow your portfolio by deepening client relationships with new and existing clients that require multiple complex business solutions including Cash Management. You will seek opportunities for new client acquisition through referrals and partner relationships with Banking Centers to deliver current financial products and solutions for the Small Business market segment.
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. Details on your work arrangement will be discussed at the time of your interview.
How You’ll Succeed
Who You Are
What CIBC Offers
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 [email protected]
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.