Senior Client Service Representative (Fintech)

Senior Client Service Representative

Company

CIBC

Conditions

5 hours agoSenior Kelowna, BC Onsite Full Time Customer Support Jobs by CIBC

CIBC CIBC is a Canadian banking company providing personal, business, commercial, wealth-management, investment, lending, payment, and insurance services. It serves individual consumers, businesses, commercial clients, and institutional investors. Distributed Projects CIBC Rewards Customer Engagement Platform CIBC Investor's Edge Service Provider CIBC Global Asset Management Service Provider About CIBC CIBC operates a broad financial-services business with banking centres, online and mobile banking, bank accounts, credit cards, mortgages, loans, lines of credit, investments, money transfers, and insurance products. It also provides business and commercial banking, private wealth, Imperial Service, capital markets, and asset-management services. Its clients include personal banking customers, students, newcomers, seniors, businesses, commercial organizations, and institutional investors. View jobs by CIBC

Skills

Client Issue Resolution Client Service Customer Experience Digital Literacy Empathy Financial Products Interpersonal Communication Mobile Banking Standards Compliance Transaction Services

About the Role

You will use your expertise in financial services products and customer service to help clients manage their day-to-day banking needs. You will take the lead in answering questions, assisting with transactions, and proactively connecting clients with the right team members. You will help clients manage their accounts and products, focus on making every interaction meaningful, and resolve client issues by listening and taking accountability. You will introduce clients to mobile banking applications so they can better manage their banking. You will work flexible hours, including evenings and weekends, and may support clients at multiple banking centres within a reasonable travel distance.

Responsibilities

• Lead client support for day-to-day banking needs
• Help clients manage their accounts and products
• Answer client questions and assist with transactions
• Connect clients to the right CIBC team members
• Take accountability for resolving client issues
• Introduce clients to mobile banking applications
• Maintain standards compliance
• Work flexible hours, including evenings and weekends

Benefits

• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers social recognition program
• Purpose Day paid day off

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