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Customer Service Representative, Investors Edge - 6 month term

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CIBC

Jul 20, 2024

Applications are closed

  • Job
    Full-time
    Entry Level
  • Business, Operations & Strategy
  • Toronto

Requirements

  • You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.
  • You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You achieve trust through respect and authenticity.
  • You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
  • You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
  • You engage with your heart and mind. You care about people, and you understand different perspectives. You listen and learn from the experience of others.
  • Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

Responsibilities

  • Client engagement - Provide support for clients by recognizing and accurately assessing their needs. Focus on each client experience and connect on a personal level to make every interaction meaningful.
  • Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues and knowing when to lean on others to find solutions.
  • Product knowledge - Deeply understand the lSI products and Investor’s Edge platform to ensure clients receive exceptional support.
  • Efficiency - Understand that the client’s time is valuable and effectively complete client requests. Strong knowledge of the Online Brokerage systems and products to allow quick resolution of problems.
  • Computer Savvy - Able to easily navigate and focus on multiple software applications and dual monitors.

FAQs

What will I be doing in this role?

As a Customer Service Representative with Investors Edge, you will be the first point of contact for clients, providing support via phone and online channels. Your responsibilities include assessing client needs, resolving issues, and referring clients to other services when necessary. You will not provide investment advice but will focus on delivering excellent customer service.

Is there a training program?

Yes, you will participate in an industry-leading paid training program that lasts approximately 4 weeks and takes place in downtown Toronto. The training combines in-class learning and on-the-job application, starting on September 3, 2024.

What are the working hours for this position?

The Contact Centre operates Monday to Friday from 8:00 am to 8:00 pm. You will need to be flexible with your availability within these hours.

What skills are required for this position?

Key skills include strong client engagement and interpersonal skills, problem-solving abilities, product knowledge of ISI products and the Investor’s Edge platform, efficiency in processing client requests, and computer proficiency, particularly in navigating multiple software applications.

What are the essential qualities CIBC is looking for in candidates?

CIBC seeks candidates who put clients first, are passionate about people, love to learn, are goal-oriented, engage with heart and mind, and value trust, teamwork, and accountability.

What does CIBC offer employees in terms of benefits?

CIBC offers competitive compensation, a banking benefit, wellbeing support, employee and family assistance programs, and recognition through their MomentMakers program.

How does CIBC support diversity and inclusion?

CIBC is committed to creating an inclusive environment where all team members and clients feel they belong. They actively seek applicants with diverse abilities and provide an accessible candidate experience.

Will there be any assessments as part of the application process?

Yes, applicants may be required to complete an attribute-based assessment and other skills tests, such as simulations, coding, French proficiency, or MS Office assessments.

What is the expected start date for this position?

The expected start date for the role is Tuesday, September 3, 2024.

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CIBC

Ambitions Made Real

Finance
Industry
10,001+
Employees
1961
Founded Year

Mission & Purpose

The Canadian Imperial Bank of Commerce (CIBC) is a major financial institution that provides a wide range of banking and financial services. CIBC's ultimate mission is to be a leading, innovative financial institution that helps clients achieve their financial goals. The bank's purpose is rooted in delivering trusted advice and exceptional service to individuals, businesses, and communities. CIBC is committed to fostering economic growth, supporting financial well-being, and contributing to the overall prosperity of its clients and the regions it serves. With a focus on integrity and customer satisfaction, CIBC plays a vital role in the Canadian and international financial landscape, offering solutions that span banking, wealth management, and capital markets to meet the diverse needs of its stakeholders.

Benefits

  • Financial health

    Rewards and resources to support your short and long-term financial goals. At a glance: 50% employee share matching plan, Employee Banking Offer including free banking services, credit cards and more, Defined Benefit Pension Plan that provides you with a secure retirement for life

  • Mental health

    Resources to support your mental health and increase your resiliency. At a glance: Mental health therapy covered at 100% and $5,000 per person per year, Online and in-person counselling, Shareable mental health video library, Mindfulness education and practice tools