📌 Core Information
🔹 Job Title: Client Engagement Representative, Beaconsfield
🔹 Company: CIBC
🔹 Location: Beaconsfield & Saint-Louis, Quebec
🔹 Job Type: Full-time, On-site
🔹 Category: Banking & Finance
🔹 Date Posted: May 27, 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 center
- Engaging clients in conversation to understand their immediate needs and identify opportunities
- Helping clients manage their accounts and products
- Connecting clients to the appropriate team members for further assistance
- Leveraging technology to enhance the client experience
ASSUMPTION: This role requires strong communication skills, active listening, and a customer-focused mindset. Previous experience in customer service or a related field would be an asset.
📋 Key Responsibilities
✅ Engage clients in conversation to understand their immediate needs and identify opportunities
✅ Help clients manage their accounts and products
✅ Connect clients to the appropriate team members for further assistance
✅ Leverage technology to enhance the client experience
✅ Collaborate with team members to build and maintain strong, long-lasting customer relationships
✅ Stay up-to-date with new services, systems, and products
ASSUMPTION: This role requires a proactive approach to client engagement and a willingness to learn and adapt to new technologies and processes.
🎯 Required Qualifications
Education: High school diploma or equivalent
Experience: 0-2 years of relevant experience (e.g., customer service, sales, or a related field)
Required Skills:
- Excellent communication and active listening skills
- Strong problem-solving abilities
- Proficient in Microsoft Office Suite
- Fluency in English and French (bilingualism is an asset)
- Ability to work in a fast-paced environment
Preferred Skills:
- Previous experience in banking or a related field
- Bachelor's degree in Business, Finance, or a related field
- Certification in a relevant field (e.g., Financial Services Representative, Mutual Funds License)
ASSUMPTION: While a degree in a related field is not required, it may be beneficial for career advancement. Relevant certifications can also demonstrate a commitment to professional development.
💰 Compensation & Benefits
Salary Range: $35,000 - $45,000 CAD per year (based on industry standards for entry-level banking positions in Quebec)
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: 37.5 hours per week, with a flexible schedule that may include evenings and weekends
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Banking & Finance
Company Size: 10,001+ employees (Large enterprise)
Founded: 1867 (as The Canadian Bank of Commerce)
Company Description:
- CIBC is a leading Canadian-based global financial institution with 10 million personal banking and business clients
- Offers a full range of financial products and services through its comprehensive electronic banking network, branches, and offices
- Dedicated to helping clients reach their financial goals with innovative tools and a team focused on their success
Company Specialties:
- Retail Banking
- Business Banking
- Wealth Management
- Wholesale Banking
Company Website: www.cibc.com
ASSUMPTION: CIBC's large size and extensive history in the banking industry offer applicants a stable and established work environment with ample opportunities for growth and development.
📊 Role Analysis
Career Level: Entry-level (0-2 years of experience)
Reporting Structure: Reports directly to the Banking Centre Manager
Work Arrangement: On-site, full-time
Growth Opportunities:
- Advancement to senior client engagement roles
- Transition to other areas within banking, such as wealth management or business banking
- Professional development through training and certifications
ASSUMPTION: This entry-level role provides a solid foundation for a career in banking, with opportunities for growth and advancement based on performance and demonstrated skills.
🌍 Location & Work Environment
Office Type: Banking Centre (retail branch)
Office Location(s): Beaconsfield & Saint-Louis, Quebec
Geographic Context:
- Beaconsfield is a suburban city on Montreal's West Island, offering a mix of urban and rural living
- Saint-Louis is a nearby neighborhood with a similar suburban feel
- The area is known for its family-friendly communities, excellent schools, and proximity to Montreal's amenities
Work Schedule: Rotating shifts, including evenings and weekends
ASSUMPTION: The suburban location of the banking center may appeal to candidates who prefer a quieter, more family-oriented work environment.
💼 Interview & Application Insights
Typical Process:
- Online application and resume submission
- Phone or video screening
- In-person or virtual interview with the hiring manager
- Background check and reference check
- Job offer
Key Assessment Areas:
- Communication skills and active listening
- Problem-solving abilities
- Customer service experience and mindset
- Technical skills, including proficiency in Microsoft Office Suite
- Adaptability and willingness to learn
Application Tips:
- Highlight any relevant customer service or sales experience on your resume
- Tailor your cover letter to demonstrate your understanding of the role and your fit with CIBC's values
- Prepare examples of how you've handled difficult clients or solved problems in previous roles
- Research CIBC's products and services to show your interest and enthusiasm for the role
ATS Keywords: Client engagement, customer service, banking, financial products, problem-solving, teamwork, communication, active listening, bilingual, French, English
ASSUMPTION: CIBC's interview process is designed to assess candidates' skills and cultural fit, with a focus on communication, problem-solving, and customer service abilities.
🛠️ Tools & Technologies
- Microsoft Office Suite
- CIBC's proprietary banking systems and software
- Customer relationship management (CRM) software
ASSUMPTION: Familiarity with Microsoft Office Suite and a willingness to learn CIBC's proprietary systems are essential for success in this role.
👔 Cultural Fit Considerations
Company Values:
- Trust: Acting with integrity and honesty
- Teamwork: Collaborating and supporting one another
- Accountability: Taking ownership and delivering on commitments
Work Style:
- Customer-focused and results-driven
- Adaptable and open to feedback
- Team-oriented and collaborative
Self-Assessment Questions:
- Do you have strong communication skills and enjoy engaging with people?
- Are you comfortable working in a fast-paced, customer-facing environment?
- Do you thrive in a team setting and enjoy supporting your colleagues?
ASSUMPTION: CIBC's values and work style emphasize a customer-focused, collaborative, and accountable culture, which may appeal to candidates who enjoy working in a team environment and prioritize strong communication skills.
⚠️ Potential Challenges
- Handling difficult or upset clients in a professional and empathetic manner
- Meeting sales targets and performance metrics
- Adapting to changes in technology and processes
- Balancing work-life demands in a full-time, on-site role
ASSUMPTION: These challenges can be overcome with strong communication skills, a customer-focused mindset, and a willingness to learn and adapt.
📈 Similar Roles Comparison
- Client Engagement Representative vs. Teller: Both roles involve customer interaction, but the Client Engagement Representative role requires more proactive engagement and sales focus
- Banking industry vs. other retail industries: Banking offers more structured career paths and opportunities for advancement, but may have higher stress and performance expectations
- Entry-level roles vs. experienced roles: Entry-level roles provide a solid foundation for career growth, but may have less autonomy and responsibility
ASSUMPTION: Understanding the differences between similar roles and the banking industry can help candidates make informed decisions about their career path.
📝 Sample Projects
- Developing and implementing a new client onboarding process to improve customer satisfaction and retention
- Collaborating with the marketing team to create targeted promotional campaigns for new products or services
- Analyzing customer data to identify trends and opportunities for personalized engagement and targeted marketing
ASSUMPTION: These sample projects demonstrate the range of responsibilities and initiatives that a Client Engagement Representative might undertake to drive customer engagement and business growth.
❓ Key Questions to Ask During Interview
- What are the most challenging aspects of the role, and how can I best prepare for them?
- How does this role support career growth and development within CIBC?
- What are the key priorities for the first 90 days in this role?
- How does CIBC support work-life balance for full-time, on-site employees?
- What are the most rewarding aspects of working as a Client Engagement Representative at CIBC?
ASSUMPTION: Asking thoughtful, informed questions 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 to highlight your customer service, sales, or related experience
- Write a cover letter explaining your interest in the role and how your skills and experience make you a strong fit
- Prepare examples of how you've handled difficult clients or solved problems in previous roles
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
