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Financial Service Associate, Business Banking
CIBC USFinancial Services Associate at CIBC partnering with Financial Advisors to support high value clients. Providing administrative client support and help seek business growth opportunities through strong relationships.
About the role
Key responsibilities & impact- Partner with Financial Advisors to help high value clients secure their futures and set up their businesses
- Provide administrative and client support to seek business growth opportunities
- Create strong working relationships while making a difference in clients' financial success
- Flexible to work at multiple banking centres within a reasonable travel distance
Requirements
What you’ll need- Knowledge of cash management, credit, investment and wealth protection
- Strong problem-solving skills
- Organizational skills to prepare client files, book appointments, and maintain schedules
- Experience in helping teams succeed by improving productivity and proactively uncovering business opportunities
Benefits
Comp & perks- competitive salary
- incentive pay
- banking benefits
- benefits program*
- defined benefit pension plan*
- employee share purchase plan
- vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
cash managementcreditinvestmentwealth protection
Soft Skills
problem-solvingorganizational skillsrelationship buildingproactiveteam collaboration