We’re building a relationship-oriented bank for the modern world. As a member of Business Banking team, you’ll be reporting to the Director or Senior Manager & Team Lead, Business Banking, providing new and existing clients with an exceptional client experience to support CIBC’s vision of being a leader in client relationships. As a Relationship Manager, you’ll help business clients meet their immediate and long term business goals by understanding client needs and/or identifying opportunities to further deepen the CIBC relationship and increase client loyalty.

The emphasis is on ensuring clients’ financial, credit needs are met by providing a comprehensive business banking offer or by making a formal introduction to the appropriate Imperial Service, Personal Banking or Private Banking colleagues. You’ll proactively manage and grow a portfolio of business only connections where the focus is on deepening the client relationships and addressing the business needs of the client.

Business

Development - Build relationships with Centres of Influence (COIs) within the community to generate referrals to CIBC through both in person and digital channels. Proactively participate in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to build and enhance CIBC presence and gain market share. Proactively develop and manage a sales pipeline of diverse business banking opportunities.

Client

Engagement - Proactively engage in discussions with assigned portfolio,



partner referred and other prospective clients to understand client’s immediate financial needs while identifying opportunities to address longer term financial goals. Demonstrate service excellence by being involved and proactive with clients and ensuring their financial needs are met. Deliver trusted advice and financial solutions to meet client and prospect needs and cultivate your network to establish new client relationships.

Promote and demonstrate the use of digital banking options and CIBC’s suite of Cash Management products, by introducing the client to alternative ways to bank such as ATM, Mobile, Online and SmartBanking for Business.

Relationship

Management - Support existing clients and continuously seek current opportunities for client acquisition through referrals and internal partner relationships to deliver current financial products and solutions for the Business Banking market segment. Manage and grow a portfolio of business only connections where the focus is on deepening the client relationship and addressing the business needs of the client.

Community

Involvement – Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. You will grow your network to create lasting connections that will generate future small business opportunities.



You can demonstrate experience in Business Banking.

You have 2+ years’ experience in Business Banking or Commercial Banking and have a strong knowledge of credit, cash management products and services as well as knowledge of business cash flow and financial analysis in order to assess and deliver on potential new business opportunities. You also have an established network in the local business community. You find meaning in relationships and surround yourself with a diverse network of partners.

You have completed an undergraduate degree/diploma in Business, Finance, Accounting, or a related field. 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. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

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 test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process.

Business

Development, Client Service, Community Connections, Customer Experience (CX), Financial Advising, Goal Planning, Group Problem Solving, Portfolio Management, Regulatory Requirements, Results-Oriented #

📌 Relationship Manager (Business Banking) (Oakville)
🏢 CIBC
📍 Oakville