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Financial Services Associate, Business Banking – Bilingual
CIBC USFinancial Services Associate providing administrative support in business banking for high value clients. Collaborating with Financial Advisors to ensure clients meet their financial goals.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
cash managementcredit knowledgeinvestment knowledgewealth protection knowledge
Soft Skills
organizational skillsclient engagementproblem solvingrelationship buildingflexibility
Industry Keywords
financial productsadministrative supportclient supportbanking centres
About the role
Key responsibilities & impact- Provide administrative and client support to Financial Advisors to help high value clients
- Create strong working relationships while making a difference in clients' financial success
- Be flexible to work at multiple banking centres within a reasonable travel distance
- Leverage knowledge of financial products to answer client questions
Requirements
What you’ll need- Fluent in French and English
- Strong knowledge of cash management, credit, investment and wealth protection
- Organizational skills to prepare client files, book appointments, and maintain schedules
- Ability to engage with clients and problem solve
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