Total 3 finance banking insurance job vacancies in M2514 - Decarie et Plamondon (6521-6525, boul Decarie, Montreal, QC) - BMO

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 the Client Service Representative, you are accountable for effectively managing all administrative aspects of CIBC Private Wealth operations. You will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview

How You’ll Succeed

• Client Service – Greet customers arriving for meetings and arrange contact with appropriate Private Banking Centre staff. Handle walk-in high value customer's basic transactional banking needs and requests (e.g., deposits, withdrawals, over-limits to ABM, requests for drafts, cheque certification, foreign currency, etc.). Demonstrate the functionality of self-serve banking equipment to customers as requested; assist customers with selection of secret codes, replacing damaged convenience cards increasing limits, adding new accounts, and updating customer information.

• Administrative Support – Balance cash holdings, branch clearings, debits and credits from customer transactions. Complete all remaining administrative duties including maintaining, balancing, verifying and checking (e.g., balance suspense accounts, payroll preparation). Oversee and manage administration including maintenance of office equipment and supplies, and coordination of office functions and events, respond to incoming telephone calls and distribute incoming mail, faxes, etc. as appropriate.

• Client Commitment- Provide exceptional quality service. Respond and serve clients by finding mutually satisfactory solutions while ensuring compliance with CIBC policies and procedures.

Who You Are

• 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 know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

• You can demonstrate experience with debit and credit entries, balancing cash, foreign currency transactions etc., in order to process customer transactions. Knowledge of convenience and high value products and services sufficient to complete customers transactional private banking needs and respond to general questions regarding the high value offer.

• You find meaning in relationships and have problem solving skills sufficient to resolve numerous issues and conflicts.

• 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 aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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.

Job Location

Employment Type

Weekly Hours

Skills

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 Customer Service Contact Centre Representative, you’ll be the first point of contact for clients calling in with questions or requests related to their banking needs. You’ll work in fast-paced environment and deepen relationships, quickly resolve issues and identify opportunities to match clients with the right products and solutions that will enable their financial success.

At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis.

Please note that the start date is May 13th, 2024 and it's a full time permanent position. Our Contact Centre is open Monday to Sunday from 7:00 am to Midnight. You’re flexible to work between these hours which include evenings and weekends.

CIBC has embarked on an Agent@Home remote work program and all employees may be given the opportunity to work from home, if you can meet the Agent@Home program requirements.

Agent@Home Program Requirements

• Ability to work independently as an Agent @ Home with a secure workspace, in a room or office with a door that closes it off from noises and distractions. 
• Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (Internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps).
• Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service.

How you'll succeed

• Client engagement - Focus on each client experience and connect on a personal level to offer an exceptional client experience. Engage in client-focused interactions that are meaningful and deliver trusted advice. Provide support for clients by helping them to manage their accounts and products. Connect and refer clients to the right CIBC contacts to enable their financial success.
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by understanding the client`s needs and recommending solutions based on their needs. Remain solution-focused in order to identify opportunities to help our clients.
• Efficiency – Understand that the client’s time is valuable and effectively complete their request. Strong knowledge of the CIBC systems and products to allow quick resolution of problems.
• Product knowledge - Deeply understand CIBC’s suite of products and work with others to ensure clients are connected to the right people and opportunities. Proactively suggest banking options that will help clients achieve their financial goals. Understand and leverage other internal departments within CIBC to assist clients on additional needs.

Who You Are

• 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 passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
• You engage with your heart and mind. You care about people and you understand different perspectives. You listen and learn from the experience of others.
• 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 support business operations outside of Quebec, Canada. 

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 aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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.

Job Location

Employment Type

Weekly Hours

Skills

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 member of CIBC Private Wealth Management, you will be responsible for effectively managing and growing a portfolio of cash management, lending and investment products and services which increases overall profit contribution. As a Senior Private Banking Advisor, you will apply extensive in-depth knowledge and skills to ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing high net worth clients on an ongoing basis. The Senior Private Banking Advisor delivers solutions that make it easy for clients to bank with us, resolving extremely complex credit issues for clients by working closely with the business, fostering a dedicated team spirit, and partnering behaviors with internal teams and building a strong partnership with them. The role has ownership of processes and milestones, connecting people and networks, drawing on the Bank’s broader team and supporting our community. The role devises new methods using strong analytic and inductive thinking to deliver excellence, reviewing the client’s financial needs from a holistic perspective, and identifying opportunities to broaden the client’s suite of products and services.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview

How you’ll succeed

• Client Service – Review client portfolios and financial needs from a holistic perspective and identify opportunities to broaden the client’s suite of products and services. Meet regularly with clients to conduct portfolio reviews and introduce new product and service solutions. Understand wealth generation by small to medium business enterprises and the complexity of monetizing their value.

• Business Development - Through business development activities, acquire new clients who have sophisticated financial needs, are people of influence and/or who require complex global financial solutions. Search for and develop untapped opportunities to promote CIBC Private Wealth Management within the High-Net-Worth market. Develop and maintain high quality, effective relationships with internal and external networks. Contribute to the group’s High Net Worth (HNW) business by building a portfolio of HNW clients whose needs are primarily banking, credit and investment based (i.e., mutual funds, fixed income products, GICs, Imperial Investor Services, PPS, etc.)

• Relationship Building - Increase retention and consolidation of CIBC Private Wealth Management clients’ business by understanding the clients and developing strong relationships and action plans to provide appropriate investment, credit, banking solutions and wealth advisory services. Provide consistent service excellence at all client touch points to meet High Net Worth client’s expectations for service delivery and issue resolution.

• Analysis - Ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing High Net Worth clients on an ongoing basis. Ensure that all recommendations and actions adhere to all Bank risk standards and guidelines. Assess performance through review of Local Level Reporting (LLR) and build target plans to enable achievement of required business objectives and to support execution of annual portfolio plan.

Who you are

• You can demonstrate at least 5+ years’ experience in Canada working in Private Banking, notably in the UHNW segment, with strong knowledge of all banking, investment and credit products and services.

• You are a certified professional. You have your Canadian Securities Course (CSC), Professional Financial Planning Course, Conduct & Practices Handbook (CPH) and continuing education to Certified Financial Planners Designation.

• You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.

• You act like an owner. You thrive when you are empowered to take the initiative, go beyond, and deliver results.

• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.

• 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 aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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.

Job Location

Employment Type

Weekly Hours

Skills