CIBC
Financial Services
Manager,ClientAdvice
Neural analysis suggests this role is
optimal for Manager candidates.
“Manager, Client Advice at CIBC. Skills: Client Relationships, Team Coaching, Financial Needs. Develop and coach team. Deliver exceptional client experience”
What You'll Achieve.
Deliver exceptional client experience; Deepen client relationships; Meet client financial needs; Increase banking centre performance
Industry & Context.
Resolve client complaints; Escalate client issues; Manage hard to solve issues
Work banking centre hours, Work evenings and weekends, Work at multiple banking centres, Attribute-based assessment, Skills test
What They're Looking For.
Must Have
Mutual Funds License, Canadian Securities Course, Investment Funds In Canada
Nice to Have
Branch Compliance Officer’s Course, Branch Managers Examination Course, Conducts & Practices Handbook, Wealth Management Essentials, Certified Financial Planner
What You'll Do.
Develop and coach team
Deliver exceptional client experience
Deepen client relationships
Support "One Team" approach
Connect clients with advice
Resolve client complaints
Escalate client issues
Manage hard to solve issues
Empower clients self-service
Create collaboration culture
Monitor business performance
Put action plans in place
Increase banking centre performance
Create positive working environment
Recognize team contributions
Lead client service team
Lead financial services team
Advocate CIBC within community
How You'll Work.
Team & Collaboration
Multiple client offers; One team with partners
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 the Personal and Business Banking team, you’ll develop and coach a team of client service and financial service professionals, working towards a shared goal – delivering an exceptional client experience and deepening client relationships. As a Manager, Client Advice, you’ll inspire team members to perform at their best, while supporting a “One Team” approach that connects each client with the right advice to meet their financial needs. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. _At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time._ **How you’ll succeed** * **Client experience -** Lead by example, show your team how to deepen client relationships and meet client financial needs while providing a high standard of service. Deliver the client experience by encouraging employees to quickly resolve client complaints, escalating when necessary, and manage hard to solve issues. Empower clients to utilize self-service channels. * **Results driven leadership -** Create a culture of collaboration across multiple client offers so that clients are served by those best able to meet their financial needs. Support the Banking Centre Leader in monitoring business performance, put action plans in place to close any
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