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Business Banking Analyst – Virtual – Bilingual

Key Facts

Remote From: 
Full time
Junior (1-2 years)
French, English

Other Skills

  • Video Conferencing
  • Record Keeping
  • Budgeting
  • Relationship Building
  • Learning Agility
  • Adaptability
  • Active Listening
  • Teamwork
  • Interpersonal Communications
  • Time Management

Roles & Responsibilities

  • 1-2 years' experience in a professional, fast-paced sales and service environment, preferably in financial services or a client contact centre.
  • Fluent in French and English (bilingual) to serve clients.
  • Knowledge of business banking products and services (lending, cash management solutions, GICs).
  • Ability to work remotely as an Agent @ Home with a secure workspace and a wired internet connection meeting minimum speeds.

Requirements:

  • Provide client sales support by coordinating and executing changes to account information, signing authorities, and Cash Management products; maintain accurate servicing records and deliver service excellence.
  • Respond to day-to-day service inquiries and after-sales requests, resolving issues or escalating as needed.
  • Validate client financial information and ensure compliance with policies (AML, risk, due diligence) before credit recommendations or product sales.
  • Identify sales opportunities and refer them to the Business Advisor/internal partners; promote and demonstrate digital banking options (ATM, Mobile, SmartBanking for Business) to clients.

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

What you’ll be doing

As a Business Banking Analyst, you will join our Business Client Advice Centre (BCAC) reporting to the Team Leader, Business Banking. You’ll support our Business Banking clients and internal partners directly (Imperial Service and Personal Banking) on all after-sales related activities including account maintenance requests, day-to-day service inquiries, and ad hoc administrative activities. You’ll work closely with the client to understand their business requests and needs while taking responsibility for execution and providing relevant recommendations. You’ll work with internal partners in order to facilitate solutions that proactively meet clients’ needs and will be responsible for validating Digital Business Onboarding (DBO) applications for all Business Banking, Personal Banking and Imperial Service segments.

At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform work activities remotely, and will only be required to be on-site on an occasional basis.

All employees are required to meet the Agent@Home program requirements and be able to attend your primary work location within two hours’ notice for any business-related purposes.

Agent@Home Program Requirements

  • Ability to work independently as an Agent @ Home with a secure workspace, in a room or office with a door that closes it off from noises and distractions. 

  • Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (Internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps).

  • Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service.

The Business Client Advice Centre (BCAC) is open Monday to Friday from 8:00 AM to 8:00 PM EST and Saturday from 10:00 AM to 6:00 PM EST. You must be able to work flexible hours on a rotating basis to accommodate client and branch schedules. Hours could change to accommodate future branch hours and to support branches nationally.

How you’ll succeed

  • Client Sales Support -  Interact with clients and/or internal partners via phone, email and video conferencing who call into the Business Client Advice Center (BCAC) to coordinate and execute changes to account information, signing authorities and existing Cash Management products.  Demonstrate service excellence by being knowledgeable, resourceful and professional during all client interactions and record servicing activities in appropriate tool(s) accurately. Offer solutions, resolve and/or escalate client issues and concerns to leadership and/or appropriate parties without delays.  Support any non-sales calling campaigns and administrative activities including call-outs to existing clients in support of initiatives, projects, and AML remediations among others.

  • Operational Effectiveness - Accurately capture and validate clients’ financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures. Exercise appropriate due diligence prior to making credit recommendations and similarly prior to completion of any product sales. Ensure that all internal interactions with clients reflect the standards prescribed by CIBC policies and procedures, including: Anti-money laundering, Reputational and Legal Risk, Code of Conduct, Risk Management, etc.

  • Partner Support - Support any non-sales calling campaigns and administrative activities including call-outs to existing clients in support of initiatives, projects, and AML remediations among others. Identify and recognize sales opportunities and refer them to the Business Advisor and/or appropriate internal partners.

  • Digital Advocacy – Promote and demonstrate the use of digital banking options by introducing the client to alternative ways to bank and describe the benefits by assisting the client in using ATM, Mobile, and SmartBanking for Business.

Who you are

  • You can demonstrate well developed knowledge of business products and services (lending, cash management solutions, GICs and banking centre services).

  • You have 1-2 years’ experience in a professional, fast-paced sales and service environment preferably in a financial and client service industry or Client Contact Centre.

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.

  • Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.

  • You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity. 

  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

  • You're fluent in French and English to serve our clients in the community.

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

  • You 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 test (such as simulation, coding, French proficiency).

  • We use artificial intelligence tools during the recruitment process. 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.

Job Location

Ontario VIRTUAL

Employment Type

Regular

Weekly Hours

37.5

Skills

Active Listening, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations

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