Jobs
>
Somerville

    Manager, Client Advice I - Somerville, United States - CIBC Bank

    CIBC Bank
    CIBC Bank Somerville, United States

    3 weeks ago

    Default job background
    Description
    We're building a relationship-oriented bank for the modern world.


    To be considered for an interview, please make sure your application is full in line with the job specs as found below.

    We need talented, passionate professionals who are dedicated to doing what's right for our clients.
    At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.


    Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

    To learn more about CIBC, please visit CIBC.comJob Description What you'll be doingAs a member of the Personal and Business Banking team, you'll develop and coach a team of client service and financial service professionals, working towards a shared goal – delivering an exceptional client experience and deepening client relationships.


    As a Manager, Client Advice, you'll inspire team members to perform at their best, while supporting a "One Team" approach that connects each client with the right advice to meet their financial needs.

    You're flexible to work our banking centre hours which may include evenings and weekends.


    To help deliver a great client experience, you're flexible to work at multiple banking centres within a reasonable travel distance.

    At CIBC we enable the work environment most optimal for you to thrive in your role.

    To successfully perform the work, you'll be on-site full-time. How you'll succeedClient experience

    • Lead by example, show your team how to deepen client relationships and meet client financial needs while providing a high standard of service.


    Deliver the client experience by encouraging employees to quickly resolve client complaints, escalating when necessary, and manage hard to solve issues.

    Empower clients to utilize self-service channels.
    Results driven leadership

    • Create a culture of collaboration across multiple client offers so that clients are served by those best able to meet their financial needs.


    Support the Banking Centre Leader in monitoring business performance, put action plans in place to close any gaps and work as one team with all partners to increase the banking centre's overall performance.

    People Leadership

    • Create a team oriented, positive and productive working environment by recognizing the contributions of your team.
    Lead and coach a successful client service and financial services team.

    Advocate CIBC within the community to recruit employees who share and demonstrate our values. Who You AreYou put our clients first. You engage with purpose to find the right solutions.

    You go the extra mile, because it's the right thing to do.
    You act like an owner.

    You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
    You are a caring and accountable leader.

    You're passionate about developing and growing team members abilities.

    You have experience providing coaching and hands on support to meet team goals.
    You're goal oriented.

    You're motivated by accomplishing your goals and delivering your best to make a difference.
    You're passionate about people.

    You find meaning in relationships and surround yourself with a diverse network of partners.

    You connect with others through respect and authenticityYou're a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).

    It's an asset if you've completed any of the following:

    Branch Compliance Officer's Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth Management Essentials (WME); or Certified Financial Planner (CFP)Values matter to you.

    You bring your real self to work and you live our values – trust, teamwork and accountability.
    What CIBC offersAt CIBC, your goals are a priority.


    We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

    We aspire to give you a career, rather than just a paycheck.

    We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition programOur spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clientsWe cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and developmentWhat you need to knowCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.

    We seek applicants with a wide range of abilities and we provide an accessible candidate experience.


    If you need accommodation, please contact Mailbox.careers-.comYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

    Job LocationCambridge Bank Cent 395HESPELEEmployment TypeRegularWeekly Hours37.

    5SkillsBanking, Client Relationship, Coaching Employees, Financial Services, People Leadership, Team Coaching, Team PerformanceSummaryLocation:


    Cambridge, ONType:
    Full time


  • CIBC Bank Somerville, United States

    Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they ...


  • CIBC Bank Somerville, United States

    Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they ...


  • CIBC Bank Somerville, MA, United States

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what the ...


  • Eclipse Enterprises New Suffolk, United States

    New Suffolk Requirements: · - Proficiency in German language at level C1 is necessary for customer communication in German. · For many years, Netpoint GmbH has been a guarantee for high-quality IT services. We cover the entire life cycle of various IT technologies and take on the ...


  • Santander Holdings USA Inc Somerville, United States Full time

    Relationship Banker, Somerville, MASomerville, United States of AmericaJob Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities t ...


  • Santander US Somerville, United States

    Relationship Banker, Somerville, MA · Somerville, United States of America · Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportuni ...


  • MIT Cambridge, United States

    **RADIATION PROTECTION PROGRAM (RPP) ASSISTANT OFFICER**, _Environment, Health and Safety (EHS)_ Office-Radiation Protection Team_, to serve in a leadership role and provide expert radiation protection advice to support Institute academic and business objectives with due consider ...

  • Forrester

    Principal Analyst

    2 weeks ago


    Forrester Cambridge, United States

    At Forrester, we're trusted to work on trailblazing, mission critical problems that business and technology leaders face today. That's why we're always looking to empower talented individuals to perform at their best every single day. We're proud of our community of smart people ...

  • J BLADE & ASSOCIATES LLC

    Makeup Artist

    2 weeks ago


    J BLADE & ASSOCIATES LLC Cambridge, United States

    **Benefits**: · - Employee discounts · - Flexible schedule · - Training & development · **Benefits/Perks** · - Team building activities, trips and seminars · - Flexible Schedule · - Incentives and bonuses · **Job Summary** · We are seeking a talented and dynamic Experienced Makeu ...

  • SmartBear

    Associate Counsel

    2 weeks ago


    SmartBear Somerville, United States

    At SmartBear, we deliver the complete visibility developers need to make each release better than the last. Our award winning and industry favorite tools TestComplete, Swagger, Cucumber, ReadyAPI, Zephyr are trusted by over 16 million developers, testers, and software engineers a ...

  • Triumvirate Environmental

    Environmental Health

    2 weeks ago


    Triumvirate Environmental Somerville, United States

    **Environmental Health & Safety Associate, Sustainability Specialist** · Triumvirate Environmental, one of the largest environmental services firms in North America, is seeking an Environmental Health & Safety Associate, Sustainability Specialist for our Professional Services** * ...

  • Freedom House

    Legal Advocate

    1 week ago


    Freedom House Cambridge, United States

    Servicing Bureau, Marshall, Putnam, Stark and Henry Counties, the Legal Advocate is responsible for providing counseling, crisis intervention, information, and assistance with completion of emergency and follow-up Orders of Protection. This job role requires the use of independen ...

  • ApartmentAdvisor

    Real Estate Agent

    2 weeks ago


    ApartmentAdvisor Cambridge, United States

    **Boston Real Estate Agent - Apartment Rentals** · Are you ready to redefine the apartment rental experience in Greater Boston? Join ApartmentAdvisor, an innovative, Cambridge, MA based PropTech startup founded and backed by the visionary minds behind Tripadvisor and CarGurus. We ...


  • Takeda Pharmaceutical Cambridge, United States Full time

    By clicking the "Apply" button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda'sPrivacy Notice and Terms of Use. I further attest that all information I subm ...


  • Nexus Innovations Harvard, United States

    MLP is looking for a Senior Financial Advisor (m/f/d) with an academic client base in Hamburg or Lüneburg. · A meaningful and fulfilling role: · You will take over an existing, high-quality client base as an independent financial advisor (m/f/d) in one of our offices. · You will ...

  • BlueWave Ventures

    Call center agent

    3 weeks ago


    BlueWave Ventures Harvard, United States

    As one of the most successful and innovative personnel service companies in Germany, we are currently seeking a full-time Call Center Agent (m/f/d) for our renowned client in Magdeburg. Your responsibilities: - As the first point of contact for our customers, you will handle tele ...

  • Cambridge Trust Company

    Relationship Manager

    2 weeks ago


    Cambridge Trust Company Boston, United States

    **Summary**: · Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts. · **Responsibilities**: · - Manages assigned client rela ...

  • Northwestern Mutual

    Financial Consultant

    2 weeks ago


    Northwestern Mutual Boston, United States

    Job Summary: · **Duties**: · - Offer expertise in cash management, tax strategies, and financial planning · - Provide advice on investment opportunities and portfolio management · - Assist clients in achieving their financial goals through tailored solutions · - Conduct financial ...


  • Somerville Cambridge Elder Services Somerville, United States

    **Job Title: Community Support Specialist - Spanish Fluency Preferred** · **Reports To: Community Support Services Manager** · **Department: Community Support Services** · **FLSA Status: ☐ Exempt or ☒ Non-Exempt** · **☐Union or ☒Non-Union** · **Position Summary**: · The Community ...

  • Fidelity Investments

    Financial Analyst

    3 weeks ago


    Fidelity Investments Boston, United States

    **The Financial Analyst role is a member of the **Fidelity Wealth (FW), Wealth Solutions Finance **team and will report directly to the Finance VP and will be a lead analyst supporting business needs. The primary objective of the role will be to work within a team as we support s ...