Employee Engagement Review

Transcription

Employee Engagement Review
Employee Engagement Review
ENGAGED INVESTED CONNECTED
2 // M ES SAGE FR O M SUE SI M ONE
Sue Simone
Senior Vice President, Human Resources
and Corporate Communications
“Great people set our company apart. Our talented employees are
one of CIBC Mellon’s most important assets: we know that investing
in recruiting, retaining, motivating and engaging our team helps set
our company, clients and stakeholders up for success. Our culture of
excellence, client focus, teamwork, and integrity
encourages CIBC Mellon employees to be community leaders,
champions of learning, and advocates of inclusion. We reward
and recognize productive people, provide a compelling total rewards
offering, and create opportunities for employees to thrive. Employee
engagement is a central pillar of our corporate goals: we work to
foster an environment that encourages creativity, personal and
professional growth, and making a positive
difference for
our communities — all while having a little fun together along
the way.
”
EMPLOYEE ENGAGEMENT AT CIBC MELLON
3 // E M P LOY E E E NG AG E ME NT RE VI E W
Employee Engagement Review
We are pleased to present CIBC Mellon’s first-ever employee engagement
review, which provides current and prospective CIBC Mellon employees with
an overview to our great company culture and the many investments we make
to reinforce our company as an employer of choice for new graduates and
experienced professionals alike.
Careers at CIBC Mellon
We’re always looking for talented people to join our engaged
team. We invite you to explore current opportunities at CIBC Mellon
by visiting www.cibcmellon.com/careers
VISION AND VALUES
CIBC Mellon’s vision of being a leader in asset servicing solutions
in Canada is underscored by a foundation of core values: client
focus, integrity, teamwork, and excellence.
Teamwork
Contents
4
Total Rewards:
Our Strong Foundation
5
Engaging Employees in our
Community
• Together in Action
workplace volunteering
program
• Ambassador Program
• Fundraising
9
Invested in Teamwork
• CIBC Mellon sports
• Office social events
12
Invested in Lifelong Learning
15
Rewarding and Recognizing
Our People
16
Strength in Diversity
• Diversity Committee
• Women’s Initiatives
Network
• Parenting Committee
19
An Engaging Workspace
20
Recent Employer Awards
and Designations
21
Day in the Life
www.vimeo.com/cibcmellon/visionandvalues
EMPLOYEE ENGAGEMENT AT CIBC MELLON
4 // TOTAL R EWAR D S: O UR STR O NG FOUNDATION
Total Rewards: Our Strong Foundation
CIBC Mellon’s Total Rewards strategy is designed to reward, recognize and support employees
throughout our company. Our Total Rewards program is a comprehensive package of both monetary and
non-monetary rewards that focuses on employee wellbeing in its entirety, including:
A firm believer
in doing well
by doing right,
CIBC Mellon
has a strong
corporate social
responsibility
program that
supports
workplace
diversity and
community
activism
CIBC Mellon
actively invests
in employee
training through
a wide selection
of learning and
development
programs that
support an
environment
of continuous
learning and
improvement
CIBC Mellon
helps employees
achieve work-life
balance through
a catalogue of
perks, discounts,
and work-life
resources,
including a host
of in-office
activities, events
and opportunities
that help our
team build and
strengthen
connections with
colleagues
Aside from our
competitive savings
and retirement
packages,
CIBC Mellon offers
an annual ShortTerm Incentive Plan
that supports our
performance-based
culture by aligning
business goals,
performance, and
rewards
Understanding that
each employee has
a unique health and
wellness profile,
CIBC Mellon is
happy to offer tools
and resources built
on the principles
of flexibility, choice
and sustainability,
which include our
FlexChoice health
and dental plan.
“I feel so fortunate to work at CIBC Mellon. I love the work, I
love the people, I love the opportunities to grow. There truly
is a sense of community — I belong here!”
Alice Qiu, Senior Fund Accountant, Client Service Delivery
EMPLOYEE ENGAGEMENT AT CIBC MELLON
5 //engaging employees in our communities
Engaging Employees in Our Communities
Corporate responsibility at CIBC Mellon is employee-centred,
employee-driven and employee-led, with activities developed,
planned and executed by volunteer teams who carry out
programming in addition to their daily roles.
Our employee experience is built on empowering and encouraging
individuals to make a positive impact in all facets of their lives:
in their work, in their homes, and in their communities. As we
ignite the passion of some of the brightest and sharpest minds in
the industry, we are proud to focus time, energy and resources on
making a positive difference for our communities.
The growth of our workplace volunteering program is among the
best examples of how CIBC Mellon’s engaged employees come
together to give back. We’ve seen our program grow from a small,
enthusiastic group to inciting passion amongst the majority of
employees across every business unit at our company. Today, we
encourage and track employee participation with established
corporate goals across all business units — with team rewards for
achieving and exceeding participation goals.
TOGETHER IN ACTION WORKPLACE VOLUNTEERISM
CIBC Mellon is proud to support employees in their pursuits
of making a difference with the Together In Action workplace
volunteering program. Through this program, employees are
encouraged to volunteer in their communities during regular
business hours. For each employee who volunteers in one of our
workplace events, CIBC Mellon donates $100 to the host charity,
plus an additional $100 when employees support a United Way
member agency or program.
“We believe in doing well by doing right, creating a great
environment for employees to thrive, reducing environmental
impacts, and making a positive difference in the communities
where we work and live. Through our employee-driven corporate
social responsibility program, we directly engage CIBC Mellon
employees in fostering responsibility throughout our organization
and our sphere of influence.
”
Stacey Harris, Human Resources Corporate Programs Manager and
Vice-chair of CIBC Mellon’s Corporate Social Responsibility Steering Committee
EMPLOYEE ENGAGEMENT AT CIBC MELLON
6 // engaging employees in our communities
TOGETHER IN ACTION IN ACTION:
Employee participation rates
50
2009
150
2010
250
2011
385
351
2012
2013
674
796
2014
2015
These numbers are
unique participants;
counting individuals
volunteering more
than one time, the
total volunteer count
was 1070, across
220 separate events.
To learn more, read our knowledge leadership article on “the business value of volunteering.”
http://goo.gl/kNaeo2
AMBASSADOR PROGRAM
CIBC Mellon donates up to $1,500 to recognize the commitment and leadership of employees who
volunteer 40 or more hours of their personal time with a not-for-profit organization.
“CIBC Mellon’s Ambassador Program has allowed our Scout
group to participate in summer camps on a yearly basis. I
volunteer with a group in a neighbourhood where families
do not always have the funds readily available to send their
children to camp. Support from CIBC Mellon allowed us to
subsidize youth registration fees, and purchase equipment
necessary for members of our Scout group to enjoy a memorable
camping experience. It means a lot to me as an employee that the
organization would provide funds to an organization I volunteer my
personal time working with throughout the year.
”
Frank Bonta, Senior Proposal Writer,
Business Development Communications
FUNDRAISING
At CIBC Mellon, our desire to build support for charity is matched with contagious enthusiasm. From
raffles to share-the-wealth draws to casual days, CIBC Mellon employees are passionate and eager
supporters of charity. Each month, we highlight a different charity for an engaging campaign of
fundraising, events, and fun.
Taking to the slopes for Ski for the Duke
CIBC Mellon employees will climb mountains
(and ski down them!) to create a positive
difference. The Ski for the Duke team hurtled
down hills at enormous speeds, helping raise
much-needed funds to support the Duke of
Edinburgh’s Award Ontario in engaging at-risk
youth (including first nations youth, rural youth
and youth in the justice system) in the Duke’s
self-directed program of skills development,
physical recreation, community service and
adventurous journey.
EMPLOYEE ENGAGEMENT AT CIBC MELLON
7 // engaging employees in our communities
Scoring baskets for Bay Street Hoops
Shooting hoops to provide opportunities for
underprivileged youth to play sports in Toronto,
CIBC Mellon employees take to the courts
annually to compete against the wolves of
Bay Street in the Bay Street Hoops basketball
tournament.
Teetering on tiny tricycles for The Princess Margaret Cancer Centre
CIBC Mellon employees come together each year
with passion and drive to raise funds via OneWalk
to Conquer Cancer to help the Princess Margaret
Cancer Centre achieve its vision of conquering
cancer in our lifetime. Our team raised more than
$62,000 for the cause in 2015, which included a
thrilling tricycle relay race through our historic
banking hall. Watch the action at:
vimeo.com/cibcmellon/trikerace
Pedalling the Big Bike for Heart and Stroke Foundation
CIBC Mellon’s “Heart Throbs” Big Bike team
cycled through Toronto’s financial district
while our “Strokebusters” powerthroughed
London. Since 2002, our employees have been
supporting the Heart and Stroke Foundation of
Ontario through Big Bike Fundraising.
Cooking up support for United Way
CIBC Mellon employees raised more than $361,000
for United Way/Centraide organizations across
Canada through pledges, volunteering events,
corporate matching programs and office
fundraising activities. Our campaign included
engaging events, articles and visits from
community partners — all developed, planned
and executed by employee volunteers.
Excitement runs sky high at CIBC Mellon — even when you get a pie in the eye!
For a few minutes, the whipped cream pies
covered the valiant efforts of our corporate mo’
growers. The “Pie in the Eye” fundraising event
was just one part of an exciting Movember/
Prostate Cancer Canada campaign that raised
more than $22,000 for men’s health in 2015.
EMPLOYEE ENGAGEMENT AT CIBC MELLON
8 // engaging employees in our communities
“CIBC Mellon provides unmatched opportunities to discover your full
potential and to live out your passions. Through an environment of
empowerment and collaboration, I feel that my contributions are realized
every day: both in our day-to-day operations and within our communities.
EMPLOYEE ENGAGEMENT AT CIBC MELLON
Shevon Perera, Fund Accountant, Client Service Delivery
”
9 //I NVEST E D I N T E A M WO RK
Invested in Teamwork
THE POWER OF FUN
Fun is a key element of our culture and our strategy: by creating an environment where our teams come
together — through sports, events, community activities, or enjoying a relaxing refreshment together — we
help break down silos, foster great relationships and connect colleagues across our organization.
CIBC Mellon Sports
Hockey
Team CIBC Mellon had blades of glory during
the 2015 season. The team went undefeated
in tournament play at CIBC Hockey Day for
United Way.
Dragon Boat
The Loch Ness Monster is the least of your
worries when you have the CIBC Mellon ‘C’
Monster dragon boat team taking to the
shores of Lake Ontario. The ‘C’ Monsters
paddle to devour the competition over the
regatta season.
Tennis
CIBC Mellon’s tennis players make a racquet
on the court, but most importantly they serve
up a lot of fun.
Softball
Running home is the last thing to do when
playing softball with your colleagues. As
always, teams from CIBC Mellon love to knock
it out of the park!
EMPLOYEE ENGAGEMENT AT CIBC MELLON
10 // IN V ESTED I N TEAMWO RK
Office Social Events
Our culture is built on accountability, responsibility and integrity, but is also steeped in fun and excitement.
From in-office sporting events to after-hours social events, we enjoy coming together to make memories
for our colleagues with colleagues.
Calling all pinball wizards!
It ain’t over til’ it’s game over. Employees are
known to challenge their colleagues to friendly
rounds of Pac Man, pinball, and an array of
arcade classics. It only takes a quarter for a
chance to top the leaderboard — with proceeds
going to a rotating charity.
Gingerbread challenge
We know the importance of building for the future.
As part of holiday festivities to announce our new
title sponsorship for Habitat for Humanity GTA,
employee teams came together for a gingerbread
homebuilding competition/fundraiser. There was
plenty of sweet trash talking to go around.
Pan Am pandemonium comes to
CIBC Mellon
Toronto welcomed the Pan-Am/Parapan Am in
2015. Employees got into the sporting spirit
with in-office events including blindfolded
bowling, mini-putt, a tricycle time trial and a
soccer skills test.
EMPLOYEE ENGAGEMENT AT CIBC MELLON
11 // I NVEST E D I N T E A MWO RK
Office Social Events
Putting our wellbeing first
From chair yoga to a daily stretch to our
engaging wellness fair, our annual Wellness
Week supports CIBC Mellon’s commitment to
employees’ overall health and wellness.
Sharing food, sharing experiences
Bringing employees together for a shared meal
helps foster connection and positive working
relationships. From our outdoor barbeque to
team pizza lunches to surprise refreshment
events, we know the power of breaking bread
when it comes to breaking silos.
Refreshing surprises
Our leadership regularly shows appreciation
for our team with company and branch-wide
appreciation events like our hot chocolate day,
ice cream day, gelato day, beaver tail day, pizza
lunches and other delicious surprises and events.
“At CIBC Mellon, our commitment to excellent client service
depends on reinforcing an operation that is efficient, effective, and
continuously improving. To meet the evolving needs of our clients,
our business and our industry, we must invest in our greatest
asset: our people. Creating an environment that fosters continuous
improvement and nurtures innovation positions our employees to
exceed our clients’ expectations and move our company forward.
Richard Anton, Senior Vice President and Chief Operations Officer
EMPLOYEE ENGAGEMENT AT CIBC MELLON
”
12 // IN V ESTED I N lifelong learning
“Opportunities to learn and grow are second to none at CIBC Mellon.
Everything from accessibility and mentorship of senior managers to
taking corporate training courses, CIBC Mellon proudly invests in the
lifelong learning and development of its employees.
EMPLOYEE ENGAGEMENT AT CIBC MELLON
”
Annie Mac, Senior Fund Accountant, Client Service Delivery
13 // I NVEST E D I N LI FE LO NG LE A RNI NG
Invested in Lifelong Learning
To maintain our edge in a complex industry, ongoing investment into the skills, knowledge and growth
of our team is critical. We know that maintaining our culture of excellence means constantly working
to encourage our team to prepare themselves for the opportunities and challenges of tomorrow. From
recent graduates earning their CPA designations while launching their careers with us, to experienced
team members connecting with new roles across our company, we encourage, support and invest in our
employees’ lifelong learning.
“
At CIBC Mellon, we believe that an investment in employees’
skills and knowledge today, is an investment in tomorrow’s
success. We foster an environment of continuous improvement
and offer an array of online and in-class resources to help our
employees navigate and meet the challenges of our
ever-changing industry.
”
Shannon Conroy, Assistant Vice President, Learning and Development
EMPLOYEE ENGAGEMENT AT CIBC MELLON
14 // I NV ESTED I N L I FELO N G LEARNING
Here are just a few examples of the many learning and development opportunities that help our
employees continually build on their potential:
e-Learning. With more than 1,400 courses and support tools, e-Learning provides
employees with the flexibility to build their skills and knowledge.
Leadership Development Program. Leaders develop the skills and capabilities to lead
change, build effective teams, employ leadership in action and develop leadership
throughout the organization. The program has two levels, laying a foundation for new
leaders, and building advanced capabilities for leaders of leaders.
Skills for Your Success. These workshops provide CIBC Mellon employees with an
opportunity to enhance their skills and knowledge. Together with their people manager,
employees can identify the skills they need to improve most, choose a workshop, and
start building those skills one workshop at a time.
Tuition Assistance. Through our Tuition Assistance Program, employees can further
their careers and build their capabilities with an annual grant of up to $2,500 for
external training.
Mentorship Program. Employees have the opportunity to connect with senior leaders
within the company, helping to expand their skills and network.
Job Shadow Program. Employees are able to obtain a realistic job preview into areas
where they may have a career interest, or gain a better understanding of various
roles within CIBC Mellon, which will help them grow and develop in their current role.
United Way Sponsored Employee Program. Each year we second an employee with
full pay to United Way for a 15-week placement. This program gives employees a
valuable chance to learn new skills while making a difference for our community.
Employee General Meeting. CIBC Mellon hosts an annual company-wide meeting to
reflect on the successes and outline a strategic plan for the following fiscal year —
covering business strategy as well as the broader context. Our most recent meeting
featured work-life expert Nora Spinks, challenging employees to reflect on and equip
themselves for “The Future of Work.”
Department Showcase. Designed to give employees the opportunity to connect
with each other and learn about other functions and services of the company, this
colourful and engaging employee-driven event invites our teams to help colleagues
better understand the many roles and functions across CIBC Mellon.
EMPLOYEE ENGAGEMENT AT CIBC MELLON
15 // RE WA RD I NG A ND REC O G NI Z I NG O U R P EO P LE
Rewarding and Recognizing Our People
Recognizing Productive People
The success of an organization is the sum total of triumphs, both big and small, that its employees
drive each day. Celebrating these successes isn’t a perk, but a regular part of the CIBC Mellon
employee experience. CIBC Mellon’s efforts to showcase its employees’ successes topped the
nation as we earned “Best Rewards and Recognition Strategy” at the 2015 Canadian HR Awards.
MyRecognition. Our internal corporate social recognition
platform allows employees to publicly recognize their
peers’ contributions and earn points towards thousands
of rewards. Together, our team shared more than 10,000
recognition moments in 2015.
MyRecognition
Peers’ Choice Awards. This peer-to-peer program provides
employees with a meaningful way to recognize their
colleagues when they demonstrate our values. Peers’ Choice
recipients earn MyRecognition points and acknowledgement
at a quarterly celebration attended by our executive team.
Employee Service Awards. Employees are recognized for
their ongoing commitment and dedication to helping
CIBC Mellon achieve continued success, with awards — and
MyRecognition points — recognizing their years of service at
one, three, five, and every five years thereafter.
President’s Leadership Award. Each year, one CIBC Mellon
employee is recognized for consistently demonstrating
exceptional leadership qualities and contributing in a way that
inspires and motivates others. The winner is announced live at our
all-hands Employee General Meeting.
Our 2015 award winner was Mike Karanopoulos, Director,
Strategic Operations and Client Onboarding. Mike was nominated
by his team for demonstrating a positive “can-do” attitude,
strong work ethic and technical expertise during CIBC Mellon’s
implementation of a global operating model for key fund
accounting processes.
EMPLOYEE ENGAGEMENT AT CIBC MELLON
16 // ST R EN GTH I N DI V ER SI TY
“It’s through our culture of inclusion — sharing unique perspectives,
ideas, experiences and expertise — that we are able to come
together to be a leader in asset servicing in Canada.
”
Trish Roberts, Relationship Management Account Manager and
Chair of the Women’s Initiatives Network
EMPLOYEE ENGAGEMENT AT CIBC MELLON
17 // ST RE NGT H I N D I VE RS I T Y
Strength in Diversity
Our engaged workforce comprises individuals from many walks of life, each with varying interests,
experiences, and backgrounds. CIBC Mellon employees are encouraged to bring their whole selves to
work, harnessing the energy from diverse perspectives while coming together to create a cohesive
workplace tapestry. CIBC Mellon employees are able to connect, share and learn through our
Diversity Committee, Women’s Initiatives Network, and Parenting Committee, plus tap into an array
of affinity and employee groups from our parent companies CIBC and BNY Mellon, including the
CIBC Aboriginal Circle, CIBC Pride Network and BNY Mellon HEART (focused on awareness of the
needs of those with disabilities). These groups provide informal advice and help ensure a workplace that
provides equity and opportunity to all employees.
DIVERSITY
We know that building a vibrant culture of inclusion
creates a stronger, smarter and more successful
company. Proudly Canadian, our employee population
is as diverse as our nation, and we’ve worked hard
to cultivate a culture that seeks out and welcomes
diversity in all its dimensions. Part of creating strong
communities includes encouraging our employees to
shine in an environment that facilitates networking,
inclusion and learning about areas of shared interest.
The Diversity Committee unites together a dedicated
team of volunteers to organize events and networking opportunities, highlight diversity-related
resources and help further strengthen CIBC Mellon as an employer of choice for all career-seekers. In
2015, the group hosted a Diversity Showcase, bringing together more than 300 employees to celebrate
difference, share stories, and have fun together.
Women’s Initiatives Network
Our Women’s Initiatives Network (WIN) provides
professional development and mentorship, working to
inspire CIBC Mellon’s women to lead. The group celebrates
the accomplishments of women through sharing stories at
networking events, seminars, and discussion forums.
2015 WIN activities included volunteering, charity
networking activities, and fundraisers. Several “coffee
and conversation” events centered on a range of topics
from leadership to the importance of networking and
creating a positive first impression.
EMPLOYEE ENGAGEMENT AT CIBC MELLON
18 // ST R EN GTH I N DI V ER SI TY
Parenting Committee
We recognize that our employees’ identities and obligations extend beyond the office, which includes
parenthood. CIBC Mellon’s Parenting Committee strives to further strengthen our family-friendly culture
by raising awareness regarding CIBC Mellon’s policies, support and programs for working parents,
including back-up childcare, generous maternity/paternity top-ups, and flexible working arrangements.
In 2015, CIBC Mellon’s Parenting Committee hosted a number of workshops to address work-life
balance strategies and parenting challenges. Acting as a forum for parents, prospective parents, and
those interested in parenting matters, the committee offers support and several “how to” workshops
and resources to help employees achieve success both at home and at the office.
“CIBC Mellon has enabled me to pursue my career aspirations
as well as fulfill personal obligations as a mom. Being promoted
during my maternity leave was motivational because it meant I
didn’t have to choose between advancing in my career or raising
a family — I could choose both. I’m thankful to be working
within an organization that fosters a supportive environment to
pursue both paths.
”
EMPLOYEE ENGAGEMENT AT CIBC MELLON
Ana Perri, Director, Business Development Communications
19 // A N E NG AG I NG WO RK spaC E
An Engaging Workspace
Inspired by the sophistication and dynamism of Canada’s metropolitan areas, we take steps to shape
our employees spaces to support our vibrant and engaged team. Our offices are situated in the hearts
of Canada’s largest and most innovative cities and metropolitan areas catering to, and supporting
the lifestyles of our employees. Steps away from transit, entertainment, and restaurants, these
neighbourhoods offer something for everyone: at work, at home, and at play.
In April 2016, CIBC Mellon opened an exciting new location in Mississauga, Ontario. This modern space
features bright workspaces with full-wall windows, collaboration areas, a reflection room, and an
outdoor patio area with deck chairs and picnic tables. We’re filling an array of roles to meet the growing
needs of our business and our clients.
Great workspace and amenities
We invest in a great workspace because we care about our employees. From having a laugh or two
with colleagues in the arcade room, to enjoying quiet prayer or meditation in our reflection room, to
recharging in our employee lounges, there is always a memory to be made at CIBC Mellon.
“
CIBC Mellon is large enough that you feel like you’re part
of a big company, but small enough to feel like a community.
I generally recognize everyone and have met a lot of people
though various company events and business interactions.
Scott Turner, Senior Trader, Treasury Investments
”
EMPLOYEE ENGAGEMENT AT CIBC MELLON
20 // R ECEN T employeer awards and designations
Recent Employer Awards and Designations
Achievers 50 Most Engaged WorkplacesTM in North America
CIBC Mellon earned recognition as a top employer that displays leadership
and innovation in engaging its employees by being named one of the
Achievers 50 Most Engaged WorkplacesTM in North America. CIBC Mellon
was also recognized in Achievers’ two prior rankings of the 50 Most
Engaged WorkplacesTM in Canada.
2015 Employee Engagement Awards
“Highly Commended” - Social Responsibility Project of the Year
Our Together In Action volunteering program was recognized as “highly
commended” for the social responsibility project of the year category at the
2015 Employee Engagement Awards. CIBC Mellon was the only Canadian
company to receive an award, which recognizes a project dedicated to
engaging employees through a social responsibility initiative or program that
creates a positive impact on both the workforce and the wider community.
Canadian HR Awards
“Best Reward and Recognition Strategy”
In 2015, CIBC Mellon received one of Canada’s most prestigious human
resources industry honours for its rewards and recognitions program.
This distinction highlights a reward and recognition program that not only
aligns to business goals, but demonstrates a clear and positive impact on
employee engagement, retention, and productivity.
EMPLOYEE ENGAGEMENT AT CIBC MELLON
21 // DAY I N T HE LI FE
Day in the Life
Featuring:
Karen Cheung
Senior Financial Reporting Analyst
“CIBC Mellon’s support structure has
allowed me to expand my capabilities
and explore my potential.
”
A Day in the Life at CIBC Mellon
My Role
As a Senior Financial Reporting Analyst my role requires me to assist clients with all reporting aspects
of their mutual funds, which includes communicating with a fund’s Portfolio Administrator and
Manager to assist them in carrying out their trading decisions for the funds. I do this by compiling a
fund’s financial statements and working closely with fund accountants to provide monthly reporting on
a fund’s activity. The fund accountants ensure the account information is correct, which helps me instill
in clients the confidence that their reports are accurate. I also calculate projections, which are the
projected amounts and rates of the funds, and facilitate the processing of a fund’s payments.
A Day in My Life
My workload varies depending on annual, semi-annual and monthly reporting cycles. We provide
monthly reporting for all our clients, so at the beginning of each month I reconcile all data regarding the
fund from the previous month, which includes fund accountant information regarding fund distribution
as well as information from different departments, match the information to our system’s records and
generate a report. The first half of each month is the financial reporting period in which I prep a fund’s
information so that my department can manage the volume of reporting needed at month’s end. This
day-to-day variety allows me to prioritize projects to complete all my work before reporting deadlines.
What I like most about working at CIBC Mellon
• I am constantly being given new opportunities to learn and take on new challenges, and have
managers that are very supportive of my career aspirations. CIBC Mellon’s support structure has
allowed me to expand my capabilities and explore my potential.
• The close relationships that I’ve formed with not only members of my team but employees
throughout the company — everyone is eager to collaborate.
• The resources provided to employees. CIBC Mellon offers tuition assistance and mentoring
programs, but I have found that the greatest resource is the willingness of everyone, including
upper-level management, to share what they know.
Advice to potential applicants
I have always wanted to work in the financial industry, and
pursued an education that led me to this position. However, after
arriving at CIBC Mellon as a Fund Accountant and being exposed
to different roles, including my current one, I realized that there
are many job opportunities within this field that most applicants
are not aware of because they do not expand their search.
Gaining a career in this industry and working for a company like
CIBC Mellon depends on your ability to strive for excellence
and constantly seek out opportunities to improve yourself both
professionally and personally.
About Karen
Title: Senior Financial
Reporting Analyst
Years at CIBC Mellon: 2
Personal Career Achievement
while at CIBC Mellon:
CIBC Mellon encourages me to take
on more challenges within and
outside my role to improve my skills
and build my career path.
EMPLOYEE ENGAGEMENT AT CIBC MELLON
22 // DAY I N THE L I FE
Day in the Life
Featuring:
Monique Oyetakin
Analyst, Client Integrations Solutions
“CIBC Mellon gave me all the
opportunities I needed to advance
both professionally and personally.
”
A Day in the Life at CIBC Mellon
My Role
As an analyst in the Client Integrations Solutions department at CIBC Mellon, I help support clients on
Workbench, the powerful online tool our clients use to access reports and other information about their
investments. I help clients monitor their accounts, which includes troubleshooting for clients that are
having access-related issues, helping clients with their transactions and answering any questions
regarding Workbench or other CIBC Mellon platforms. My role in a client-facing position requires I know
about the many products CIBC Mellon offers.
A Day in My Life
I enjoy my job because each day is different, and I’m always learning something new. In a day I assist
clients via phone and e-mail as they navigate Workbench and our other information delivery tools. I
complete administrative duties, which include testing new user IDs, creating user profiles for new and
existing clients, and monitoring client access to CIBC Mellon platforms. I also test trade files for clients
in what we call Instruction Upload, which clients use for posting larger volumes of transactions. CIBC Mellon
has won a lot of new business recently, so there’s never a dull moment.
Most enjoyable experience at CIBC Mellon
One of the most enjoyable experiences I’ve had at CIBC Mellon was our 2015 Tricycle Grand Prix in
support of OneWalk to Conquer Cancer. There was a huge employee response to the event, and it
was great to see executives and co-workers having fun racing around on tricycles in support of a
worthwhile cause.
Three things that surprised me after starting work at CIBC Mellon
• Our teams and volunteering opportunities: everyone has a chance to get involved in fundraising
efforts and company committees
• The company’s strong focus on corporate social responsibility
• The incredible opportunities for growth: mentorship, job-shadowing programs as well as tuition
assistance for employees
Advice to potential applicants
I love working at CIBC Mellon and am proud to represent the
company at various job fairs. I find myself telling students that
in my experience, new opportunities arise where you’re not
looking. You may have studied one subject, but you may not
end up in that career — you have to keep your eyes open.
I started my career in telephone banking, and before moving to
CIBC Mellon I didn’t even know what an asset servicing provider
was. You never know where you’ll fit in, and you can learn to apply
your talents to opportunities you hadn’t considered before.
EMPLOYEE ENGAGEMENT AT CIBC MELLON
About Monique
Title: Analyst, Client Integration
Solutions
Years at CIBC Mellon: 8
Personal Career Achievement
while at CIBC Mellon:
2013 United Way Campaign Co-Chair
23 //
“Feeling connected and being a part of something greater than myself;
realizing my contributions are worthwhile and are making a difference;
collaborating with the sharpest minds in the industry; knowing I’m free
to bring my unique talents and ideas to work each day — CIBC Mellon is
a place where I want to be.
”
Andrew Kolwzan, Account Administrator, Recordkeeping
REPORTING PERIOD:
Except where noted otherwise, this review covers CIBC Mellon’s employee engagement
activities during the 2015 fiscal year (Nov. 1, 2014 to Oct. 31, 2015).
Figures are in Canadian dollars except where otherwise noted.
Socially and environmentally responsible distribution:
Approximately 90 per cent of the distribution of this report will be
achieved electronically. Printed copies are on Enviro100 paper,
which is manufactured from 100 per cent post-consumer recycled
fibre and meets the mark of responsible forestry.
Printed copies of this report were produced at Eva’s Initiatives
Phoenix Print Shop, a socially and environmentally responsible
commercial printer. The Eva’s Initiatives Foundations of Print
training program for homeless youth has connected more than
100 youth with career-building opportunities in the graphic
communications sector.
http://www.phoenixprintshop.ca/
Contact us:
Human Resources and Corporate Communications
CIBC Mellon
320 Bay Street
PO Box 1
Toronto, ON. M5H 4A6
www.cibcmellon.com/careers
@cibcmellon
LinkedIn
+1 416 643 5000
©2016. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate
brand of CIBC Mellon Trust Company and CIBC Mellon Global Securities Services Company and may be used as a
generic term to reference either or both companies. All rights reserved.