Accounting & Finance

Client Engagement Banking Associate

CIBC

Ottawa · Ontario · Canada

Serve CIBC clients in Kanata through client engagement, branch banking, and everyday financial services support. This is an on-site full-time position.

As a Client Engagement Associate on CIBC’s Personal and Business Banking Team, you will support clients in a banking centre. You will answer questions, assist with transactions, explain banking products, and connect clients with appropriate solutions and team members. The position focuses on client service, customer experience, digital banking guidance, and identifying opportunities. You will help clients manage accounts and products while supporting the sale of basic banking products. Regular hours total 37.5 weekly, with evenings and weekends potentially required.

Key Responsibilities:

  • Answer questions and assist clients with everyday banking transactions
  • Explain relevant products, services, and digital banking options
  • Complete sales of basic banking products
  • Identify opportunities for specialist referrals and team connections
  • Take accountability for client issues and solutions

Requirements:

  • Client-first approach focused on meaningful interactions
  • Ability to listen, gather information, and solve problems
  • Digital confidence with mobile banking applications and new tools
  • Goal-oriented approach to accomplishing objectives
  • Flexibility for evenings, weekends, and multiple banking centres

Use client service, product knowledge, and digital banking skills to strengthen relationships at CIBC’s Kanata banking centre.

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Reference: WJ-4703_9883018

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