Senior Client Services Representative - Contact center - Montreal - Bilingual
Top Benefits
About the role
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing As a Client Service Representative in our Contact Centre, you will be accountable for providing exceptional quality of service to existing and prospective clients. Our clients include CIBC retail branches, CIBC Wood Gundy, third party dealers, financial advisors, administrative support staff, and investors. All clients are serviced in a courteous, dynamic, and professional manner. Requests are varied in nature and include inquiries on our funds, our products, and client account administration.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview. How You'll Succeed
- Client Engagement - Respond to and service inbound calls to achieve mutually satisfactory solutions while complying with current CIBC policies and procedures. Investigate, research, follow-up, and resolve account issues. Ensure all client contact remains professional and courteous, and concerns are addressed within a timely manner.
- Product Knowledge – Be knowledgeable on all our investment products from mutual funds to exchange Traded Funds.
- Sales Initiatives – Add value to calls and proactively educate advisors on our products, providing leads and referrals to our sales team.
Who You Are
- You have two years’ experience in the financial or investment industry combined with a University Degree or College diploma.
- You’re a certified professional. You have successfully completed the Canadian Investment Funds Course or the Canadian Securities Course (CSC).
- You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
- You're fluent in both French and English.
- You’re able to work flexible hours Monday to Friday between 8am and 6pm ET and Saturday, if required by the business.
- Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
- You’re fluent in French and English to serve our clients in the community.
What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
- We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- Subject to program terms and conditions
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 Mailbox.careers-carrieres@cibc.com
- 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
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Expected End Date 2025-06-13
Job Location Non-Trader-1000 Gauchetière O
Employment Type Regular
Weekly Hours 37.5
Skills Active Listening, Client Service, Customer Experience (CX), Internal Controls, Interpersonal Communication, Operational Efficiency, Service Improvement, Work Collaboratively
About CIBC
CIBC is here to help all our clients reach their goals.
We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.
With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.
This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.
La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.
Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.
Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.
Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.
Senior Client Services Representative - Contact center - Montreal - Bilingual
Top Benefits
About the role
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing As a Client Service Representative in our Contact Centre, you will be accountable for providing exceptional quality of service to existing and prospective clients. Our clients include CIBC retail branches, CIBC Wood Gundy, third party dealers, financial advisors, administrative support staff, and investors. All clients are serviced in a courteous, dynamic, and professional manner. Requests are varied in nature and include inquiries on our funds, our products, and client account administration.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview. How You'll Succeed
- Client Engagement - Respond to and service inbound calls to achieve mutually satisfactory solutions while complying with current CIBC policies and procedures. Investigate, research, follow-up, and resolve account issues. Ensure all client contact remains professional and courteous, and concerns are addressed within a timely manner.
- Product Knowledge – Be knowledgeable on all our investment products from mutual funds to exchange Traded Funds.
- Sales Initiatives – Add value to calls and proactively educate advisors on our products, providing leads and referrals to our sales team.
Who You Are
- You have two years’ experience in the financial or investment industry combined with a University Degree or College diploma.
- You’re a certified professional. You have successfully completed the Canadian Investment Funds Course or the Canadian Securities Course (CSC).
- You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
- You're fluent in both French and English.
- You’re able to work flexible hours Monday to Friday between 8am and 6pm ET and Saturday, if required by the business.
- Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
- You’re fluent in French and English to serve our clients in the community.
What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
- We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- Subject to program terms and conditions
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 Mailbox.careers-carrieres@cibc.com
- 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
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Expected End Date 2025-06-13
Job Location Non-Trader-1000 Gauchetière O
Employment Type Regular
Weekly Hours 37.5
Skills Active Listening, Client Service, Customer Experience (CX), Internal Controls, Interpersonal Communication, Operational Efficiency, Service Improvement, Work Collaboratively
About CIBC
CIBC is here to help all our clients reach their goals.
We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.
With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.
This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.
La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.
Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.
Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.
Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.