Personal Banking Representative & Chat Specialist
Current- Act as the point of contact for clients who require services and support for their banking and credit card needs through written and verbal contact (Dual role).- Build a personal rapport with clients that does not end when the client hangs up the phone. - Ensure that clients' personal and financial circumstances are understood through care, empathy, and curiosity; and in turn, provides a holistic client service and solutions. - Provide exemplary service that demonstrates thorough procedural and product knowledge, riskmanagement, and excellent rapport through an analytical yet empathetic and kind approach- Demonstrate problem solving skills, and passion for both the client’s and the bank’s privacy and security- Comply and exercise an intimate understanding of procedures, banking policies and regulations, KnowYour Client (KYC), Know Your Product (KYP), and Anti-Money Laundering regulations- Assisted as a peer support in training new hire waves as well as creating job-aids for peers and new hires- Advocated for inclusivity for clients and drove changes in procedures- Member of the CIBC’s Intersectional Committee, Trans & Nonbinary Network, and Simplii’s Intersectional and Diversity Committee