CIBC Financial Services Representative

Join CIBC in Fredericton as a Financial Services Representative. This role focuses on client engagement, relationship building, and leveraging technology within a fast-paced banking environment.

As a key member of the Personal and Business Banking team, you will drive meaningful client interactions and provide tailored financial solutions. Your responsibilities include understanding clients' financial goals, offering expert advice, and encouraging the use of technology for banking needs. Flexibility to work at multiple banking centers is essential to meet client demands.

Key Responsibilities:

• Meet clients to assess personal and business financial needs

• Advise on cash management, credit, and investment solutions

• Build and nurture client relationships through outreach

• Introduce clients to mobile banking tools and applications

• Collaborate with team members to enhance client experiences

Requirements:

• Current Mutual Funds License in good standing

• 1 year experience in client-focused sales roles

• Attention to detail and strong critical thinking skills

• Passion for continuous learning and growth

• Prior banking experience is an asset

Strive for client satisfaction and financial success as a trusted advisor in Fredericton's CIBC team.
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