Provide an exceptional experience for new and existing clients by identifying their needs through utilization of CIBC financial toolsPlan business activities to meet weekly sales, services and referral targets for personal and small business clients. Demonstrating a strong code of ethics while adhering to and protecting clients privacy.Proactively contact clients by phone to identify clients potential needs and scheduling appointments to further discuss clients opportunities. Resolve clients problems quickly and refers to colleagues as appropriate.Seek to understand and advise clients based on comprehensive financial planning approach including cash management, credit, investment and wealth protection.

Everyday creating exceptional client experiences by engaging with clients to understand and meet their immediate everyday banking needs. Abiding by working within policies, procedures and security measures to maintain the highest level of risk management that is possible. Always using probative questions to identify opportunities to expand a client’s relationship with CIBC and to positively promote CIBC’s products and services to those who need them most. Consistently working efficiently, paying utmost attention to detail balance cash and transactions daily without errors. Continually working as a part of team to ensure the client is receiving the most appropriate advice and introduce them to the right colleague within the bank