Customer Service Officers

We’re building a relationship-oriented bank for the modern world. comAs a Client Service Advisor , you'll foster strong relationships with clients, support their banking and financial needs, and provide an exceptional client experience. You'll manage administrative tasks, prepare for client meetings, assist with transaction processing, and proactively follow up to ensure satisfaction. You'll have the opportunity to deepen your expertise in private banking and advance your career within CIBC's dynamic environment. You'll serve as a key link between clients, operations, and our Private Bankers to ensure seamless service. This role involves problem solving, a strong understanding of technology and data, financial acumen, and opportunities to work on projects to support the growth of the Private Banking team.You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 1-3 days per week on-site, while other days will be remote.How you'll succeedClient engagement and support - Act as the primary contact for client service needs and deliver superior service by maintaining active account files, preparing reports and presentations, and responding to client inquiries with professionalism and care. Relationship building - Partner with Private Bankers to support portfolio management and business development efforts. Engage in outreach activities, uncover new business opportunities, and ensure clients feel valued and connected to the right specialists and resources. Leveraging technology - Accurately and efficiently process client transactions, maintain documentation for retention, and stay informed of policy and procedure changes. Collaboration - Work with operations, sales, product, and technology teams to improve service and implement new solutions.Project involvement - Participate in projects, contributing to service improvement and technology implementation.Risk and quality controls - Ensure compliance with internal policies and regulatory requirements by verifying client documentation, protecting confidential information, and accurately completing service requests to reduce risk and avoid errors.You have a minimum of 1-3 years of financial industry experience and/or a Bachelor’s degree in Finance, Accounting, or a related field.You stay current on products, policies, and best practices, and continuously seek opportunities to expand your financial knowledge.California residents — your privacy rights regarding your actual or prospective employmentAt CIBC, we offer a competitive total rewards package. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.comYou 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 tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

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