Personal Banking Specialist at CIBC

Elevate client experiences as a Personal Banking Specialist with CIBC in Calgary. Focus on relationship building and technology to meet diverse financial needs.

In your role as a Financial Services Representative, you’ll work closely with clients to understand their goals and deliver tailored solutions. Your skills in cash management, investments, and relationship marketing will be key to helping clients thrive financially. You’ll also introduce them to innovative banking technology to streamline their experience.

Key Responsibilities:

• Facilitate client meetings to discuss financial goals

• Recommend products that align with client needs

• Participate in marketing campaigns for community engagement

• Guide clients in using mobile banking applications

• Maintain strong relationships and service standards

Requirements:

• At least 1 year of experience in a banking environment

• Certification in Mutual Funds or similar qualification

• Excellent communication and engagement skills

• Detail-oriented with a proactive approach to learning

• Banking experience in similar roles preferred

Join CIBC to provide exceptional banking solutions and grow your career.
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