Client Engagement Associate Trail

Client Engagement Associate Trail

01 Nov
|
CIBC
|
Trail

01 Nov

CIBC

Trail

Deliver client service and transaction support at CIBC’s Trail banking centre, using financial products knowledge and digital literacy. This is a full time onsite role.

As a Client Engagement Associate on the Personal and Business Banking Team, you will support everyday banking needs. You will answer questions, assist with transactions, explain banking products, and guide clients through digital banking options. You will also connect clients with suitable solutions and CIBC team members.

Key Responsibilities:

- Help clients manage accounts and banking products
- Answer questions and assist with transactions
- Explain relevant financial products and services
- Introduce clients to mobile banking applications
- Identify specialist referral opportunities and connect clients

Requirements:

- Client-first approach focused on meaningful interactions
- Goal-oriented approach to accomplishing objectives
- Strong relationship-building and interpersonal communication skills
- Curiosity and commitment to learning
- Digital adaptability and comfort with evolving technologies

Support CIBC clients through transaction services, digital banking guidance, and thoughtful financial product conversations in Trail.

📌 Client Engagement Associate Trail
🏢 CIBC
📍 Trail

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