CIBC

Financial Services

AssociateRelationshipManager

CA$60–85k ~AI est. Kelowna, British Columbia, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Associate Relationship Manager at CIBC. Skills: Business Banking, Client relationships, Revenue generation. Provide exceptional client experience. Understand client needs”

What You'll Achieve.

Increase client loyalty; Gain market share

Industry & Context.

Financial Services

What They're Looking For.

Must Have

2+ years experience in Business Banking or Commercial Banking, Knowledge of credit products, Knowledge of cash management products, Knowledge of business cash flow, Knowledge of financial analysis, Established network in local business community

Nice to Have

Undergraduate degree/diploma in Business, Finance, Accounting, or related field

What You'll Do.

Provide exceptional client experience

Understand client needs

Identify opportunities to deepen relationships

Increase client loyalty

Meet clients' financial needs

Meet clients' credit needs

Provide comprehensive business banking offer

Make formal introduction to appropriate colleagues

Collaborate with experts in all areas of CIBC

Manage and grow portfolio of business connections

Address business needs of the client

Build relationships with Centres of Influence

Generate referrals to CIBC

Connect with existing clients

Connect with potential clients

Develop full relationships

Provide deposit solutions

Provide credit solutions

Participate in community events

Participate in banking centre events

Build and enhance CIBC presence

Develop and manage sales pipeline

Engage in discussions with assigned portfolio

Engage in discussions with partner referred clients

Engage in discussions with prospective clients

Understand clients' immediate financial needs

Identify opportunities to address longer term financial goals

Deliver trusted advice

Deliver financial solutions

Cultivate network to establish new client relationships

Promote use of digital banking options

Promote use of Cash Management products

Introduce clients to alternative ways to bank

Support existing clients

Seek new opportunities for client acquisition

Deliver current financial products

Deliver financial solutions for Business Banking market segment

How You'll Work.

Team & Collaboration

Collaboration with experts; Partner referred clients; Internal partner relationships

Full Job Description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you 'll be doing** As a member of Business Banking team, you’ll be reporting to the Director or Senior Manager, of 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. Success in this role will require frequent collaboration with experts in all areas of CIBC to ensure client needs are met by the most appropriate segment. 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. _At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview._ _​_**How you 'll succeed** * **Business Development** \- Build relationships with Centres of Influence (COIs) within the community to generate referrals to CIBC through both in person and digital channels. Connect with both existing and potential clients to identi

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