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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business banking products and services, credit analysis, and risk management while providing exceptional client support and fostering strong relationships. Proficient in conducting discovery conversations and identifying cross-selling opportunities to enhance client experiences.
Highest-signal resume keywords
Business Banking Products KnowledgeCredit AnalysisRisk Management PrinciplesFluency in French and EnglishClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash ManagementCredit Needs AssessmentFinancial AnalysisDocumentation ComplianceCross-Selling StrategiesDue DiligenceClient Financial Information CaptureCredit Submission PreparationAnti-Money Laundering ComplianceRisk Issue Resolution
Soft Skills
Exceptional Client ExperienceEffective CommunicationIndependent WorkFlexible SchedulingCollaboration
Tools & Technologies
Video ConferencingDigital Banking PlatformsATM ServicesMobile BankingSmartBanking
Industry Keywords
Financial ServicesClient Contact CentreSales and Service EnvironmentReputational RiskLegal Risk
About the role
Key responsibilities & impact- Provide new, existing, and prospective business clients with an exceptional virtual client experience
- Understand business and financial needs and identify opportunities to deepen client relationships
- Support clients’ day-to-day business needs, including cash management and simple credit needs
- Redirect or formally introduce clients to appropriate internal partners for transactional, maintenance, personal banking, or wealth needs
- Engage business clients and internal partners by phone and video conferencing
- Conduct discovery conversations to address short- and long-term client needs
- Provide guidance, support, and advice to business clients
- Triage high-value clients to the appropriate relationship team
- Assess and recommend suitable cash management, lending, deposit, and GIC products
- Identify cross-selling opportunities and support growth in business banking deposit and credit products
- Prepare concise analysis and recommendations for credit submissions
- Capture clients’ financial information and complete documentation in accordance with CIBC policies and procedures
- Conduct due diligence before credit recommendations and product sales
- Comply with anti-money laundering, reputational and legal risk, code of conduct, and risk management standards
- Introduce high-value clients to Business Banking Relationship Managers
- Introduce clients to Imperial Service partners for complex personal needs and planning
- Collaborate with Credit Risk Management and Retail Lending Services to resolve credit and risk issues
- Promote digital banking options including ATM, Mobile, and SmartBanking for Business
- Report to the Team Leader, Business Banking
Requirements
What you’ll need- Experience in a professional, fast-paced sales and service environment, preferably in financial services or a Client Contact Centre
- Well-developed knowledge of business banking products and services
- Knowledge of credit analysis and credit risk management principles
- Fluency in French and English to support business operations outside Quebec, Canada
- Ability to work independently from home with a secure workspace in a room or office with a closable door
- Wired internet connection with minimum download speed of 15 Mbps and upload speed of 10 Mbps
- Satellite internet providers are prohibited
- Ability to work flexible hours on a rotating basis, including within BCAC operating hours
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
- Ability to complete attribute-based assessments, skills tests, simulations, coding tests, or French proficiency tests if requested
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Purpose Day: a paid day off dedicated to personal growth and development
- Accessible candidate experience and accommodation support
- Professional growth and development opportunities
- Remote work flexibility with occasional on-site work