📌 Core Information
🔹 Job Title: Client Engagement Representative
🔹 Company: CIBC
🔹 Location: Toronto-Keele and St. Clair, Toronto, Ontario, Canada
🔹 Job Type: Full-time
🔹 Category: Banking
🔹 Date Posted: July 4, 2025
🔹 Experience Level: Entry-level (0-2 years)
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Acting as the first point of contact for clients entering the banking centre
- Engaging clients in conversation to understand their immediate needs and identify opportunities
- Helping clients manage their accounts and products, and introducing them to appropriate team members
- Leveraging technology to assist clients and introduce them to mobile banking applications
ASSUMPTION: This role is ideal for individuals who enjoy customer service, are comfortable with technology, and thrive in a fast-paced environment. Previous banking or customer service experience is not required, but a passion for learning and a client-focused mindset are essential.
📋 Key Responsibilities
✅ Engage clients in conversation to understand their immediate needs and identify opportunities
✅ Help clients manage their accounts and products, and connect them to the appropriate CIBC team members
✅ Leverage technology to assist clients and introduce them to mobile banking applications
✅ Contribute to a positive and inclusive team environment
ASSUMPTION: The role requires strong communication skills, active listening, and the ability to multitask and prioritize tasks in a busy environment.
🎯 Required Qualifications
Education: High school diploma or equivalent
Experience: No specific experience required, but relevant experience in customer service, retail, or a related field would be an asset
Required Skills:
- Excellent communication and active listening skills
- Strong problem-solving abilities
- Proficient in Microsoft Office Suite
- Fluency in English; bilingualism (French/English) would be an asset
Preferred Skills:
- Previous banking or customer service experience
- Familiarity with banking products and services
- Experience using CRM software
ASSUMPTION: While previous banking experience is not required, a basic understanding of banking products and services would be beneficial for success in this role.
💰 Compensation & Benefits
Salary Range: The salary range for this position is CAD 35,000 - CAD 45,000 per year, based on industry standards for entry-level banking roles in Toronto. This estimate may vary depending on the candidate's experience and skills.
Benefits:
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- Social recognition program
Working Hours: This role requires working full-time on-site. The typical workweek is 37.5 hours, with hours of operation varying by location.
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and skills.
📌 Applicant Insights
🔍 Company Context
Industry: Banking
Company Size: CIBC is a large company with over 10,000 employees, providing a diverse and dynamic work environment with ample opportunities for growth and development.
Founded: CIBC was founded in 1867 and has a long history of providing financial services in Canada.
Company Description:
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong
- The company offers a wide range of financial products and services, including retail banking, business banking, wealth management, and wholesale banking
- CIBC is dedicated to helping clients reach their goals by providing innovative tools and exceptional service
Company Specialties:
- Retail Banking
- Business Banking
- Wealth Management
- Wholesale Banking
Company Website: CIBC.com
ASSUMPTION: CIBC's large size and extensive history provide a stable and secure work environment, with ample opportunities for career growth and development.
📊 Role Analysis
Career Level: Entry-level to mid-level
Reporting Structure: This role reports directly to the Banking Centre Manager
Work Arrangement: This role requires working on-site full-time, with a flexible schedule that may include evenings and weekends
Growth Opportunities:
- Advancement to senior banking roles, such as Senior Financial Services Representative or Branch Manager
- Transition to other areas of the bank, such as wealth management or business banking
- Professional development and training opportunities to enhance skills and advance career growth
ASSUMPTION: This role offers a clear career path for motivated and dedicated individuals, with opportunities for advancement and growth within the company.
🌍 Location & Work Environment
Office Type: Banking Centre
Office Location(s): Toronto-Keele and St. Clair, Toronto, Ontario, Canada
Geographic Context:
- The banking centre is located in a bustling urban area with easy access to public transportation
- The surrounding neighborhood offers a mix of residential and commercial properties, with numerous shops, restaurants, and amenities nearby
- The area is known for its cultural diversity and vibrant community
Work Schedule: The typical workweek is 37.5 hours, with hours of operation varying by location. This role may require working evenings and weekends.
ASSUMPTION: The urban location of the banking centre provides easy access to public transportation and numerous amenities, making it an attractive work environment for individuals living in or near Toronto.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screening
- In-person or virtual interview with the hiring manager
- Background check and reference check
- Job offer
Key Assessment Areas:
- Customer service skills and experience
- Problem-solving abilities
- Technical skills, including proficiency in Microsoft Office Suite and familiarity with banking products and services
- Communication and active listening skills
- Alignment with CIBC's values of trust, teamwork, and accountability
Application Tips:
- Tailor your resume and cover letter to highlight your relevant skills and experiences for this role
- Demonstrate your passion for customer service and commitment to CIBC's values in your application materials
- Prepare for behavioral interview questions that focus on your customer service experience, problem-solving skills, and ability to work in a fast-paced environment
ATS Keywords: Client engagement, customer service, banking, financial services, problem-solving, technology, mobile banking, customer experience, teamwork, communication, active listening
ASSUMPTION: The interview process for this role will focus on assessing the candidate's customer service skills, problem-solving abilities, and alignment with CIBC's values.
🛠️ Tools & Technologies
- Microsoft Office Suite
- CRM software (e.g., Salesforce, Microsoft Dynamics 365)
- Banking systems and software
- Mobile banking applications
ASSUMPTION: Familiarity with Microsoft Office Suite and CRM software is beneficial for success in this role. Training will be provided for banking systems and software.
👔 Cultural Fit Considerations
Company Values:
- Trust: CIBC values trust as the foundation of its relationships with clients and team members
- Teamwork: CIBC fosters a collaborative and inclusive work environment where team members support each other to achieve common goals
- Accountability: CIBC holds its team members accountable for their actions and decisions, and empowers them to take ownership of their roles
Work Style:
- Fast-paced and dynamic work environment
- Focus on teamwork and collaboration
- Opportunities for growth and development
Self-Assessment Questions:
- Do you thrive in a fast-paced, customer-facing role?
- Are you comfortable working with technology and introducing clients to mobile banking applications?
- Do you share CIBC's values of trust, teamwork, and accountability?
ASSUMPTION: Success in this role requires a strong commitment to CIBC's values, a passion for customer service, and the ability to thrive in a fast-paced, team-oriented work environment.
⚠️ Potential Challenges
- Handling difficult or upset clients in a professional and empathetic manner
- Managing a high volume of clients and tasks in a busy banking centre
- Adapting to changes in banking centre operations and procedures
- Working evenings and weekends as required
ASSUMPTION: These challenges can be overcome with strong communication skills, active listening, problem-solving abilities, and a commitment to providing exceptional customer service.
📈 Similar Roles Comparison
- This role differs from other banking roles in its focus on client engagement and identification of opportunities, rather than transaction-based tasks
- CIBC's large size and extensive history provide a stable and secure work environment, with ample opportunities for career growth and development
- This role offers a clear career path for motivated and dedicated individuals, with opportunities for advancement and growth within the company
ASSUMPTION: This role offers unique opportunities for career growth and development within a large and established financial institution.
📝 Sample Projects
- Developing and implementing a new client engagement strategy to increase client satisfaction and loyalty
- Collaborating with the marketing team to create targeted promotions and campaigns to attract new clients
- Assisting with the launch of a new mobile banking application, including client education and support
ASSUMPTION: These projects demonstrate the opportunity for the Client Engagement Representative to make a significant impact on the banking centre's success and contribute to CIBC's overall growth and development.
❓ Key Questions to Ask During Interview
- What are the most challenging aspects of this role, and how can I best prepare for them?
- How does this role fit into the overall banking centre operations and contribute to its success?
- What opportunities are there for growth and development within this role and the company?
- How does CIBC support work-life balance for its team members?
- What are the most important qualities and skills for success in this role, according to the hiring manager?
ASSUMPTION: Asking thoughtful and insightful questions during the interview process demonstrates your interest in the role and commitment to success.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant skills and experiences for this role
- Prepare for behavioral interview questions that focus on your customer service experience, problem-solving skills, and ability to work in a fast-paced environment
- Research CIBC's values and be prepared to discuss how you align with them
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
