Financial Services Associate Westminster

Position: Financial Services Associate in New Westminster
Location: New Westminster

Enhance business banking success at CIBC as a Financial Services Associate in New Westminster. Collaborate with Relationship Managers to support high-value clients with their financial growth.

In this full-time role, you will work closely with the Business Banking Team and report to Kam Kambo. Your primary focus will be on client engagement and providing comprehensive administrative support, addressing client queries on cash management, investments, and credit. You'll also need to prepare client files and maintain schedules effectively.

Key Responsibilities:

• Engage with clients to meet their financial goals

• Collaborate with Relationship Managers on solutions

• Prepare and organize client documentation

• Proactively identify business growth opportunities

• Book appointments and manage schedules efficiently

Requirements:

• Excellent organizational and problem-solving skills

• Strong knowledge of cash management and credit

• Client-focused approach with motivational teamwork

• Flexibility to work site hours including evenings

• Ability to work across multiple banking centres

Stand out by leveraging your financial knowledge and organizational skills to elevate CIBC's client service.
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